Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-23
6367.T [neutral]
Daikin Industries,Ltd.
+5.16%
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 19.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.83
P/E
21.14
EV/Sales
1.23
Sector
Building Products
Category
growth
FCL Capital Portfolio Holding: Daikin Industries,Ltd.
6367.T (holding update): Global HVAC leader w/ 15% mkt share. Excellent positioning in emerging mkts (India, Africa) where AC penetration still low. Strong growth runway in $320B industry projected to hit $380B by 2030. 8% annual growth forecast, 7% EV/FCF yield. Undervalued vs US peers despite weaker margins. Only player w/ double-digit share in all regions.