Daifuku Co Ltd

6383: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Daifuku Earnings: Strong Orders Support a Higher Fair Value, but Capacity Limits Sales Conversion

Kangyuxiao Li

Aug 10, 2026

Daifuku’s June-quarter sales grew 10% year on year to JPY 183 billion, with operating margin of 16.6%. Orders grew 14% to JPY 219 billion. The company raised fiscal 2026 sales guidance by 5% to JPY 735 billion and orders guidance by roughly 10%. Shares remain flat from preresult levels.

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Daifuku Co Ltd

Daifuku Earnings: Strong Orders Support a Higher Fair Value, but Capacity Limits Sales Conversion

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