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Daifuku (6383) investor relations material
Daifuku Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Nov, 2025
Executive summary
Operating income, ordinary income, and net income attributable to shareholders reached record highs for the first three quarters of FY2025, driven by strong sales, cost reductions, and production efficiency improvements.
Orders received totaled ¥499.0 billion, with robust performance in intralogistics, cleanroom, and airport systems, and a strong order backlog, despite sluggish automotive orders.
Profit margins remained high due to efficiency improvements and a focus on profitable orders.
The U.S. market accounted for 26% of net sales, with limited tariff impact due to local production.
Financial highlights
Orders received: ¥499.0 billion, up 2.6% year-over-year; net sales: ¥486.0 billion, up 4.2%.
Operating income: ¥75.2 billion (+26.3%), operating margin: 15.5% (+2.7pt); ordinary income: ¥77.6 billion.
Net income attributable to shareholders: ¥58.4 billion (+21.9%), net income margin: 12.0% (+1.7pt).
Net income per share: ¥159.01; diluted EPS: ¥151.62.
Total assets: ¥707.0 billion; net assets: ¥421.5 billion; equity ratio: 59.6%.
Outlook and guidance
Full-year orders received forecast revised downward to ¥680.0 billion due to delays in automotive investment, but still up 4.1% year-over-year.
Net sales forecast unchanged at ¥650.0 billion (+0.9%), operating income forecast revised upward to ¥97.5 billion (+20.3%), with a 15.0% operating margin.
Net income forecast: ¥76.0 billion (+18.0%), net margin: 11.7%.
Annual dividend per share projected at ¥76, with a year-end dividend of ¥42, both revised upward.
Impact of new US factory capacity
Automotive investment delays impact on FY25 outlook
Sustainability of current profit margin drivers
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Frequently asked questions
Daifuku Co. Ltd. is a global provider of material handling systems and equipment. The company specializes in developing comprehensive solutions for logistics systems, including consulting, engineering, design, manufacturing, installation, and after-sales services. Daifuku's product range encompasses various systems such as conveying, transport, storage, sorting/picking, control systems, and material handling tools, as well as electronics and car wash machines. With a strong presence worldwide, Daifuku serves a diverse clientele across industries, including semiconductor production, flat panel display production, airport technologies, automobile production, and more. The company is headquartered in Osaka, Japan, and its shares are listed on the Tokyo Stock Exchange.
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