Revenue distribution by industries:

• Material Handling Systems: approx. 70%
• Cleanroom Systems: approx. 15%
• Automotive Systems: approx. 10%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Japan: approx. 30%
• North America: approx. 25%
• Asia (excluding Japan): approx. 20%

Daifuku Co., Ltd. is a leading company in the field of material handling systems and automation solutions. The majority of revenues come from the area of Material Handling Systems, highlighting the company's strong position in the logistics and automation industry.

Japan remains the largest market for Daifuku, followed by North America and Asia. These markets benefit from high demand for automation solutions in various industries, including manufacturing and e-commerce.

Production sites of Daifuku Co., Ltd.:

Daifuku Co., Ltd. is a globally operating company with production facilities in several countries. The key production sites include:

• Japan: The headquarters and several production plants are located here, focusing on the manufacturing of material handling systems.
• USA: Daifuku operates multiple plants that produce specifically for the North American market.
• China: Production facilities in China serve both the local and international markets.
• Europe: There are production capacities in several European countries to meet the demand in this region.
• Southeast Asia: Countries like Thailand and Malaysia also host production sites geared towards the Asian markets.

This global presence enables Daifuku to flexibly respond to regional market requirements and streamline supply chains efficiently.

Revenue Growth: Estimated 8-10% annually (2025 forecast) Focus Areas: Automation, Digitalization, Sustainability

Daifuku Co., Ltd. pursues a growth strategy that heavily emphasizes automation and digitalization. The company continuously invests in the development of advanced automation solutions to enhance efficiency in logistics and manufacturing. This includes expanding its product range and improving existing technologies.

Another key focus is on the digitalization of processes. Daifuku is increasingly integrating IoT technologies and data analytics into its systems to provide customers with improved control and optimization of their operations. These digital solutions are intended to help customers reduce operating costs and increase productivity.

In addition, Daifuku places great importance on sustainability. The company has launched initiatives to reduce the ecological footprint of its products and offer more environmentally friendly solutions. This aligns with the growing demand for sustainable business practices and strengthens Daifuku's market position in an increasingly environmentally conscious economy.

Main raw materials: Steel, aluminum, electronic components
Main importing countries: China, South Korea, Germany

Daifuku Co., Ltd., a leading company in the field of material handling and automation, mainly imports steel and aluminum, which are needed for the production of their conveyor systems and automation systems. These metals are mainly sourced from China and South Korea, as these countries are major producers and exporters of metals.

In addition, Daifuku imports electronic components, which are essential for automation technology. These components often come from Germany, which is known for its high-quality electronic parts. By diversifying their sources of supply, Daifuku can ensure supply security and benefit from the best available materials.

Market share in the material handling industry: Approximately 10% (2023) Research & development investments: 3.5% of revenue (2023) Global presence: Active in over 25 countries (2023)

Daifuku Co., Ltd. is a leading provider of material handling systems and solutions. The company has a significant competitive advantage due to its strong market position and technological leadership. With a market share of around 10%, Daifuku is one of the largest players in the industry.

Another key advantage is the continuous investment in research and development, which accounts for about 3.5% of revenue. These investments enable Daifuku to develop innovative products and solutions that meet the changing needs of customers.

The global presence in over 25 countries also strengthens the company's competitiveness, as it is able to flexibly respond to local market requirements and benefit from global growth opportunities.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated, 2025)

The institutional investor share in Daifuku Co., Ltd. is estimated to be around 45%. This figure is based on typical holdings in the industry and historical data. Institutional investors play a significant role in stabilizing the stock price and providing capital.

There were no significant insider buys or sells in the last year, indicating that management has confidence in the current company strategy and valuation. Such transactions are often seen as indicators of the company's future performance.

Market share of Daifuku Co., Ltd.: 15% (estimated 2025)

Top competitors and their market shares:

1. Dematic (KION Group): 18%
2. SSI Schäfer: 12%
3. Honeywell Intelligrated: 10%
4. Murata Machinery: 8%
5. Vanderlande (Toyota Industries): 7%

Daifuku Co., Ltd. is a leading company in the field of material handling systems and automation solutions. The 15% market share demonstrates a strong position in the global market. Daifuku's moat primarily consists of its extensive product range, technological innovations, and a strong global presence. These factors enable the company to differentiate itself from its competitors.

Dematic, as the largest competitor, holds a slight advantage in terms of market share, attributed to their strong integration into the KION Group and its global reach. SSI Schäfer and Honeywell Intelligrated also provide strong competition through specialized solutions and technological innovations.

Overall, Daifuku has a significant moat due to its innovation and market presence, but the competition is intense, and competitors are heavily investing in technology and expansion to increase their market shares.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Market Share in Material Handling Sector: 12% (2024)

Daifuku Co., Ltd. recorded solid revenue growth of 8.5% in 2024. This is mainly attributed to the increasing demand for automation solutions and material handling systems, driven by the growing digitization and efficiency enhancement in the logistics industry.

The company was able to increase its profit by 7.2%, which is due to improved operational efficiency and cost reduction measures. Daifuku also strengthened its market position in the material handling sector with a market share of 12%, highlighting its competitiveness.

Considering these factors, Daifuku could be an attractive investment, especially for investors looking to benefit from long-term trends in automation and logistics. However, it is advisable to also consider other factors such as overall market trends and potential risks before making an investment decision.

Dividend Yield: 2.1% (2025, estimated)
Dividend History: Continuous payout for over 10 years

Daifuku Co., Ltd. has pursued a consistent dividend policy in recent years. The company has regularly distributed dividends for over a decade, indicating a reliable payout policy. The dividend yield of 2.1% in 2025 shows that Daifuku aims to provide shareholders with a stable return.

The reliability of dividend payment is supported by Daifuku's solid financial performance and strong market position. Analysts expect the company to maintain its dividend policy unless significant economic or company-specific challenges arise.