Daifuku Co Ltd

6383: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Daifuku Earnings: Record Backlog Supports Sales, but Margin Upside Looks Limited

Kangyuxiao Li

May 19, 2026

Daifuku's March-quarter sales rose 8% to JPY 172 billion, and operating margin was 15.2%. Orders grew 55% to JPY 221 billion, lifting backlog above JPY 700 billion while fiscal 2026 (ending December 2026) sales guidance remained at JPY 700 billion. Shares fell 6% the next trading day, May 15.

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Daifuku Co Ltd

Daifuku Earnings: Record Backlog Supports Sales, but Margin Upside Looks Limited

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