大和ハウス、AI時代のインフラ需要を新成長分野に 住友電設を「宝物」と位置づけ

Key takeaway

• Daiwa House Industrial has positioned subsidiary Sumitomo Densestu (an electrical construction firm acquired via takeover in March) as central to growth in AI-era infrastructure demand.

• The company aims to leverage integrated building-and-equipment proposals for data centers and semiconductor factories—sectors where advanced electrical and air conditioning systems are essential—and is working to transcend its image as a housing company.

3 Key Points

FAQ

Why did Daiwa House acquire Sumitomo Densestu?

The company sees data centers and semiconductor factories as high-growth sectors tied to AI proliferation, and these facilities require sophisticated electrical and air conditioning systems integrated with the building itself—a capability Daiwa House lacked until the acquisition. The chairman stated that offering buildings and equipment as a unified proposal is a major competitive strength.

What does Daiwa House say about its current stock valuation?

The chairman said the current stock price is unsatisfactory, noting that present value is recognized but future investment value is not. He pledged to demonstrate the fruits of growth in the next medium-term plan to satisfy shareholders and employees.