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Daikin Industries (6367) investor relations material
Daikin Industries Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary27 Nov, 2025
Market trends and growth outlook
North American data center cooling market projected to grow from approximately ¥1.1T in 2021 to ¥2.7T by 2030, representing a 2.5x increase.
Market growth driven by rising demand for high-density data centers and advanced AI processing.
Strategic goals and business plan
Revenue target for North American data center cooling business set at over ¥300B by 2030, more than tripling from ¥100B in 2025 and ¥23B in 2023.
Focus on differentiation through energy efficiency, quality, and ease of replacement or expansion.
Strategy includes offering hybrid cooling solutions combining air and liquid cooling, with integrated control for energy savings.
Product and technology initiatives
Entered the data center CRAH market via acquisition of Alliance Air Products in 2023, enhancing engineering for large, customized air-handling units.
Launched new magnetic-bearing air-cooled chillers for high-density and high-ambient sites, addressing land and water constraints.
Developed cabinet-level cooling platforms for high-density AI servers, supporting up to 100kW per rack and enabling staged upgrades.
Introduced negative-pressure direct-to-chip liquid cooling systems to reduce leakage risk and ease retrofitting in existing centers.
How will Daikin achieve 13x revenue growth by 2030?
Detail hybrid cooling for 600kW+ AI servers
How do acquisitions strengthen Daikin's differentiation?
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Next Daikin Industries earnings date
Q3 20264 Feb, 2026
Next Daikin Industries earnings date
Q3 20264 Feb, 2026
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Frequently asked questions
Daikin Industries Ltd manufactures and sells air conditioning, refrigeration, and chemical products. It provides HVAC systems, fluorochemicals, and air purifiers for residential, commercial, and industrial use worldwide. The company is headquartered in Osaka, Japan, and its shares are listed on the TSE.
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