Daikin Industries
Logotype for Daikin Industries Ltd

Daikin Industries (6367) investor relations material

Daikin Industries ESG update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Daikin Industries Ltd
ESG update summary15 Jan, 2026

Chemical business overview and performance

  • FY2024 sales reached ¥263 billion with operating profit of ¥46.1 billion, representing about 12% of total company profit and supported by 22 global affiliates and 4,399 employees.

  • The division is expanding its fluoropolymer operations, focusing on semiconductors and telecommunications, and aims for record sales despite recent profit declines due to semiconductor market slowdown.

  • By 2030, targets include sales of ¥400 billion and an operating margin over 20%, with diversification into new materials and supply chains for stable long-term growth.

Growth strategy and market focus

  • Growth is driven by three pillars: essential markets (semiconductors, telecommunications, automotive, healthcare), gas business (refrigerants and specialty gases), and expansion beyond fluorochemical materials.

  • Essential markets are expected to see significant growth, with semiconductor and telecommunications markets projected to expand 1.5x and 2.5x by 2030, respectively.

  • The gas business leverages air conditioning expertise to develop next-generation refrigerants and resource circulation, targeting ¥150 billion in sales by 2035.

  • Expansion beyond fluorochemicals includes hydrocarbon-based and high-performance materials, with new products launched for food packaging and advanced composites.

Business foundation and operational strengths

  • A diverse product portfolio and regional customer focus enable high market share in key applications, such as 100% share in certain semiconductor materials.

  • Global R&D and application development hubs accelerate product innovation and localization, with new centers planned by 2026.

  • A robust global supply chain, including local production and raw material diversification, ensures stable supply and customer trust.

  • Digital transformation in R&D and manufacturing, including AI-driven process monitoring and partnerships with academia, is increasing development speed and operational safety.

R&D DX: What specific product benefits
PFAS compliance: How to ensure market access?
Beyond fluorochemicals: M&A strategy for growth
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Daikin Industries earnings date

Logotype for Daikin Industries Ltd
Q3 20264 Feb, 2026
Daikin Industries
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Daikin Industries earnings date

Logotype for Daikin Industries Ltd
Q3 20264 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage