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What smart money is saying about Daikin Industries, Ltd.Japan flag

6367.T · Industrials · Construction · Market cap $36.91B

2 funds in our archive have pitched Daikin Industries, Ltd. — most recently Ariel Global in December 2025.

Company profile

Daikin Industries, Ltd. manufactures, distributes, and sells air-conditioning and refrigeration equipment, and chemical products. The company's air-conditioning and refrigeration equipment products include room air-conditioning systems; air purifiers; heat-pump hot-water supply and room-heating systems; packaged air-conditioning systems; multiple air-conditioning systems for office buildings; air-conditioning systems for facilities and plants; absorption refrigerators; freezers; water chillers; turbo refrigerator equipment; air-handling units; air filters; industrial dust collectors; marine-type container refrigeration; and refrigerating and freezing showcases. The company's chemical products comprising fluorocarbons, fluoroplastics, fluoroelastomers, fluoropaints, fluoro coating agents, semiconductor-etching products, water and oil repellent agents, pharmaceuticals and intermediates, and dry air suppliers. It also provides oil hydraulics products, including oil hydraulic pumps and valves, cooling equipment and systems, inverter-controlled pump motors, hydrostatic transmissions, and centralized lubrication units and systems; and defense products consisting of warheads, warhead parts for guided missiles, and home-use oxygen therapy equipment. In addition, the company offers after sales services. It sells its products in Japan, the United States, China, Asia, Oceania, Europe /the Middle and Near East/Africa, and internationally. Daikin Industries, Ltd. was founded in 1924 and is headquartered in Osaka, Japan.

Fund coverage · 2 theses

  • Ariel Global
    December 2025

    Daikin Industries, Ltd. is a global HVAC leader with strong U.S. and Southeast Asia demand, expanding high-margin products, and pricing and capacity flexibility supporting margin resilience.

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  • Aristotle Global Equity
    March 2025

    Daikin is a global HVAC leader poised to benefit from surging air conditioning adoption and heat pump upgrades—offering innovation, scale, and undervaluation with strong multi-year catalysts.

    Read the full thesis

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