Business description: Daikin Industries,Ltd.

Daikin Industries Ltd is a Japan-based company principally engaged in the manufacture and sale of air conditioners, refrigerators and chemical products. The Company operates in two business segments. Air Conditioner & Refrigerator segment manufactures, constructs and sells residential, commercial, marine air conditioners and refrigerator products. Chemical segment is involved in the manufacture and sale of chemical products, such as fluorocarbon gas, fluororesin and chemical machinery. The Company also conducts oil machinery business, special machinery business and electronic system business.

Number of employees: 103,544

Sales by Activity: Daikin Industries,Ltd.

Fiscal Period: March 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Air Conditioning / Refrigerator Business

2,275B 2,831B 3,632B 4,031B 4,387B

Chemical Business

174B 225B 285B 292B 289B

Others

56.28B 69.36B 90B 104B 106B

Unallocated Adjustment

-12.18B -15.57B -25.29B -30.88B -29.74B

Geographical breakdown of sales: Daikin Industries,Ltd.

Fiscal Period: March 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

United States of America

641B 840B 1,275B 1,474B 1,622B

Europe

417B 553B 709B 735B 765B

Asia / Oceania

351B 426B 580B 631B 719B

Japan

586B 638B 684B 723B 718B

China

370B 478B 489B 517B 492B

Others

128B 173B 245B 315B 332B

Executive Committee: Daikin Industries,Ltd.

Manager TitleAgeSince
Chief Executive Officer 77 2014-05-31
Director of Finance/CFO 69 2010-05-31
Chief Tech/Sci/R&D Officer - -
Chief Administrative Officer 67 2014-06-26
Corporate Officer/Principal 66 2018-06-28

Composition of the Board of Directors: Daikin Industries,Ltd.

Director TitleAgeSince
Chairman 91 1995-04-30
Chairman 77 2024-05-31
Director/Board Member 67 2008-05-31
Director/Board Member 69 2010-05-31
Director/Board Member 86 2016-05-31
Director/Board Member 84 2016-05-31
Director/Board Member 66 2018-06-28
Director/Board Member 73 2020-05-31
Director/Board Member 65 2021-05-31

Shareholders: Daikin Industries,Ltd.

NameEquities%Valuation
Capital Research & Management Co. (World Investors)
3.723 %
10,911,424 3.723 % 1 315 M ¥
Amova Asset Management Co., Ltd.
3.467 %
10,161,300 3.467 % 1 224 M ¥
2.559 %
7,500,000 2.559 % 904 M ¥
Mitsubishi UFJ Asset Management Co., Ltd.
1.63 %
4,779,100 1.63 % 576 M ¥
Norinchukin Bank Pension Fund
1.586 %
4,649,000 1.586 % 560 M ¥
NameEquities%Valuation
Aristotle Capital Management LLC
0.1425 %
4,176,421 0.1425 % 50 M ¥
Hantz Financial Services, Inc.
0.00163 %
47,770 0.00163 % 575 533 ¥
RhumbLine Advisers LP
0.001534 %
44,951 0.001534 % 541 570 ¥
CATAM Asset Management AG
0.000589 %
17,260 0.000589 % 207 948 ¥
Kingswood Wealth Advisors LLC
0.000421 %
12,327 0.000421 % 148 516 ¥

Holdings: Daikin Industries,Ltd.

NameEquities%Valuation
16,734,000 1.79% 466 M $
5,400,000 4.31% 111 M $
3,000,000 7.15% 78 M $
1,017,000 3.41% 69 M $
5,804,700 0.94% 63 M $
1,711,722 0.04% 61 M $
1,569,500 0.12% 48 M $
4,050,000 5.58% 39 M $
280,200 0.1% 34 M $
1,547,800 0.38% 27 M $

Company details: Daikin Industries,Ltd.

DAIKIN INDUSTRIES Ltd.

Umeda Center Building, 19/F

530-8323, Osaka

+81 6 6147 3321

http://www.daikin.co.jp
address Daikin Industries,Ltd.(6367)

Group companies: Daikin Industries,Ltd.

NameCategory and Sector
Industrial Machinery
Industrial Machinery
Industrial Machinery
Industrial Machinery
Industrial Machinery

Heating, Ventilation & Air Conditioning Systems

Change 5d. change 1-year change 3-years change Capi.($)
-4.63%-4.37%+12.23%-20.73% 37.1B
+1.04%-7.53%+24.01%+123.29% 93.65B
+0.52%-7.77%+66.24%+104.69% 81.04B
+0.63%-8.82%-12.87%+23.91% 48.77B
-0.10%-9.30%-14.78%+100.43% 18.01B
+0.19%-5.61%-23.20%+28.43% 15.06B
-0.77%-9.67%+1.51%+5.15% 9.82B
-2.66%-8.07%-18.29%-69.49% 7.67B
-2.78%-9.78%-21.40%-17.34% 7.24B
+2.26%-10.74%+10.06%+47.12% 7.2B
Average -0.74%-7.53%+2.35%+32.55% 32.56B
Weighted average by Cap. -0.15%-7.49%+20.33%+68.79%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
19,045.00JPY
Average target price
21,855.09JPY
Spread / Average Target
+14.75%

Quarterly revenue - Rate of surprise

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