Professional
Added to YB: 2025-05-23
Pitch date: 2025-04-28
6367.T [bullish]
Daikin Industries,Ltd.
+24.06%
current return
Author Info
No bio for this author
Company Info
Daikin Industries,Ltd. manufactures, distributes, and sells air-conditioning and refrigeration equipment, and chemical products in Japan, the Americas, China, Asia, Europe, Europe, and internationally.
Market Cap
JPY 5.8T
Pitch Price
JPY 16.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.83
P/E
21.14
EV/Sales
1.23
Sector
Building Products
Category
value
Aristotle Global Equity New Position: Daikin Industries,Ltd.
6367.T (new position): Global AC leader, 90% rev from AC/heat pumps, positioned to benefit from 3x adoption by 2050. Strong brand, distribution network, R&D focus on energy efficiency. Undervalued with higher normalized FCF potential. Catalysts: US market share gains via Goodman, European heat pump adoption, China recovery, tech development.
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