Revenue distribution by industry (estimate 2025):

• Climate control: approx. 80%
• Chemicals: approx. 15%
• Other (including filters and hydraulics): approx. 5%

TOP 3 markets (estimate 2025):

• Japan: approx. 30%
• North America: approx. 25%
• Europe: approx. 20%

Daikin Industries, Ltd. is a global leader in the field of climate control. The majority of revenues come from the manufacturing and sale of air conditioning systems and related products. In addition to climate control, the chemicals division also significantly contributes to revenue, especially through fluorochemicals and other specialty chemicals.

Daikin's main markets are Japan, North America, and Europe, which together account for a large portion of the revenue. These markets benefit from high demand for energy-efficient and environmentally friendly air conditioning solutions.

Production sites of Daikin Industries, Ltd.:

Daikin Industries, Ltd. is a globally operating company with production facilities all over the world. The main production sites are located in:

• Japan: Here are the main production facilities that focus on the manufacturing of air conditioners and other HVAC systems.

• China: Daikin has several plants in China to efficiently serve the Asian market.

• Thailand: A significant production site for Daikin, supporting both the Asian markets and exports to other regions.

• USA: Daikin operates production facilities in the United States to serve the North American market.

• Europe: In Europe, Daikin has production sites in countries such as Belgium and the Czech Republic to serve the European market.

These global production sites enable Daikin to efficiently manufacture its products and distribute them worldwide to meet the diverse market requirements.

Revenue Growth: Estimated at 5-7% annually (2025)

Daikin Industries, Ltd. pursues a strategy focused on innovation, sustainability, and global expansion. The company heavily invests in research and development to develop energy-efficient and environmentally friendly air conditioning solutions. This aligns with the growing global trend towards sustainable technologies.

Another key focus is on expanding into emerging markets, particularly in Asia and Africa, where the demand for air conditioning systems is increasing due to urbanization and economic growth. Daikin plans to increase its production capacities in these regions to better serve local demand.

Additionally, Daikin relies on strategic partnerships and acquisitions to strengthen its market presence and integrate new technologies. These measures are intended to secure long-term growth and enhance the company's competitiveness in the global market.

Main raw materials: Aluminum, Copper, Steel, Refrigerants

Countries of origin:

• Aluminum: Australia, China
• Copper: Chile, Peru
• Steel: Japan, South Korea
• Refrigerants: USA, China

Daikin Industries, Ltd. is a leading manufacturer of air conditioners and refrigeration technology. For the production of these devices, metals such as aluminum and copper are essential, as they are preferred due to their conductivity and workability.

Aluminum is often imported from Australia and China, as these countries are among the largest producers worldwide. Copper is mainly sourced from Chile and Peru, known for their extensive copper deposits. Steel, another important raw material, is imported both locally from Japan and from South Korea to meet high quality standards.

Refrigerants, essential for the operation of air conditioners, are often imported from the USA and China, as these countries are leading in the production and development of refrigerants.

Market share in the HVAC industry: Approx. 12% (2024, estimate)
R&D investments: 5.2% of revenue (2023)
Growth in Asia-Pacific: 8% (2023)

Daikin Industries, Ltd. is one of the leading providers in the heating, ventilation, and air conditioning (HVAC) industry. The company's competitive advantage is based on several factors, including a strong market presence, particularly in Asia, and continuous investments in research and development.

The company has made a name for itself through innovative technologies and energy-efficient products, which is crucial in an industry that is increasingly focusing on sustainability. Additionally, Daikin benefits from a diversified product portfolio and a global presence, allowing it to take advantage of various regional growth opportunities.

Another important aspect is the strong brand awareness and customer trust, supported by an extensive network of distribution partners and service centers. All of this together gives Daikin a significant competitive advantage over many of its competitors.

Share of Institutional Investors: approx. 60% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant transactions in the last year (estimated for 2025)

The share of institutional investors in Daikin Industries, Ltd. has traditionally been around 60%. This reflects the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider purchases and sales, there have been no significant transactions in the last year. This could indicate that the management and other insiders are satisfied with the current company strategy and development and see no need to significantly alter their holdings.

Market Share Daikin Industries: Approx. 12% (2025, estimated)

Top Competitors and their Market Shares:

1. Carrier Global Corporation: Approx. 15%
2. Trane Technologies: Approx. 14%
3. Johnson Controls: Approx. 10%
4. Mitsubishi Electric: Approx. 9%
5. LG Electronics: Approx. 8%

Daikin Industries is a leading company in the field of air conditioning and refrigeration technology. Daikin's market share is around 12%, making it one of the largest players in the industry. The biggest competitor is Carrier Global Corporation with a market share of approximately 15%.

Daikin Industries' moat lies in its strong innovation capabilities, a wide product portfolio, and a global presence. Daikin continuously invests in research and development, leading to technological advancements and high energy efficiency of its products. This gives the company a significant advantage over some competitors.

However, other companies like Carrier and Trane Technologies also have strong moats, especially through their established brands and comprehensive service networks. Overall, Daikin has a solid competitive advantage, but the market is fiercely competitive, and the differences between the moats of the leading companies are not extremely pronounced.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) R&D Expenses: 5% of revenue (2024)

Daikin Industries, Ltd. recorded a revenue growth of 10% in 2024, indicating strong demand for their air conditioning and refrigeration solutions. The company is benefiting from global trends such as urbanization and increasing demand for energy-efficient solutions.

The 8% profit growth during the same period shows that Daikin is able to maintain its margins despite rising raw material costs and global economic uncertainties. The investment in research and development, accounting for 5% of revenue, underscores the company's commitment to innovation and long-term growth.

In addition, Daikin has expanded its market presence through strategic acquisitions and partnerships, further strengthening its future growth potential. These factors suggest that Daikin Industries presents a solid investment opportunity, especially for investors interested in long-term growth prospects.

Dividend yield: 1.8% (2025, estimated)
Dividend growth: 5% annually (average, last 5 years)

Daikin Industries, Ltd. is known for regularly distributing dividends to its shareholders. The company's dividend policy aims to ensure stable and continuously growing payouts.

In recent years, Daikin has increased its dividend by an average of about 5% per year, indicating a reliable and sustainable distribution policy. This stability is supported by the company's strong market position and continuous revenue and profit growth.

Analysts expect Daikin to be able to continue its dividend policy in the coming years as the company benefits from a solid financial base and a growing global market for air conditioners.