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Overview

Machinery

DAIFUKU CO.,LTD.

Daifuku is a global leader in automated material handling systems, providing intralogistics solutions including automated storage and retrieval systems (AS/RS), automated guided vehicles (AGVs), picking and sorting systems, and cleanroom transport systems for semiconductor manufacturers. The company also serves the automotive industry with production line automation and airports with baggage handling technologies. Daifuku operates globally through subsidiaries in North America, South Korea, China, and other regions, offering end-to-end solutions from design and manufacturing to after-sales service.

Market Cap

¥1,935B

US$12.3B

¥1,711B

US$10.9B

Stock¥5,199▼-0.06%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

14.5

LTM EV/EBIT

16.1

LTM PER

23.1

LTM PBR

3.9

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-15.8%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

MC → EV Bridge

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Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

91%

EquityD/E 0.10xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 38.7%

as of 2026-06-30 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

13.76%

Custody Bank of Japan, Ltd. (Trust Account)

8.65%

Mizuho Bank, Ltd.

2.49%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

2.33%

DAIFUKU CO.,LTD. Business Partners' Stock Ownership Association

2.26%

STATE STREET BANK AND TRUST COMPANY 505025 (Standing Proxy: Mizuho Bank, Ltd.)

2.23%

Nippon Life Insurance Company

2.21%

Chuo-Nittochi Co., Ltd.

1.66%

STATE STREET BANK AND TRUST CO MPANY 505038 (Standing Proxy: Mizuho Bank, Ltd.)

1.62%

BNYM AS AGT/CLTS 10 PERCENT (Standing Proxy: MUFG Bank, Ltd.)

1.54%

Management

13 officers

Hiroshi SHITAIDAI

Representative Director, Chairman

Apr 1983 Joined the Company Apr 2012 Executive Officer, Head of Sales, FA & DA Business Division Apr 2014 Managing Executive Officer, Head of FA & DA Business Division Apr 2015 General Manager, FA & DA Business Division Jun 2015 Director, Managing Executive Officer Apr 2016 Head of Global Division, FA & DA Business Division Apr 2018 Representative Director, President, Executive Officer Jan 2026 Representative Director, Chairman (current)

1958-06-13

Tomoaki TERAI

Representative Director, President, Executive Officer (CEO and COO)

Apr 1994 Joined the Company Apr 2011 Director, Daifuku Webb Holding Company (now Daifuku North America, Inc.) Apr 2015 Chairman, Taiwan Daifuku Hi-Tech Equipment Co., Ltd. Apr 2017 Head of Production Division, eFA Business Division Apr 2021 Executive Officer, Head of Production Division, Cleanroom Business Division Apr 2023 General Manager, Cleanroom Business Division Apr 2024 Managing Executive Officer, General Manager, Cleanroom Business Division Jun 2024 Director, Managing Executive Officer Jan 2025 Representative Director, Executive Vice President, Senior Executive Officer Jan 2026 Representative Director, President, Executive Officer (current)

1968-07-13

Hideaki TAKUBO

Director, Senior Managing Executive Officer, CHRO, General Manager, Corporate Division

Apr 1984 Joined the Company Apr 2006 General Manager, Secretariat Apr 2013 Director and General Manager, Daifuku (China) Co., Ltd. Apr 2015 General Manager, Global Corporate Planning Department, Corporate Planning Division Apr 2017 Head of Human Resources and General Affairs Division, Head Office Apr 2019 Executive Officer Apr 2021 Managing Executive Officer, General Manager, Corporate Division (current) Apr 2023 CHRO (Chief Human Resource Officer) (current) Jun 2023 Director, Managing Executive Officer Jan 2025 Director, Senior Managing Executive Officer (current)

1960-08-27

Tetsuya HIBI

Director, Managing Executive Officer, CFO, Deputy General Manager, Corporate Division, General Manager, Finance & Accounting Division

Apr 1987 Joined the Company Apr 2008 General Manager, Treasury Department, Finance & Accounting Division Apr 2014 SVP and CFO, Daifuku Webb Holding Company (now Daifuku North America, Inc.) Apr 2017 General Manager, Global Corporate Planning Department, Corporate Planning Division Apr 2019 General Manager, Corporate Planning Division Apr 2020 Executive Officer, General Manager, Finance & Accounting Division (current) Apr 2021 Deputy General Manager, Corporate Division (current) Apr 2023 Managing Executive Officer, CFO (Chief Financial Officer) (current) Mar 2025 Director, Managing Executive Officer (current)

1964-06-04

Tsukasa SAITO

Full-time Audit & Supervisory Board Member

Apr 1986 Joined the Company Apr 2007 General Manager, China Subsidiaries Office Apr 2010 Director and General Manager, Daifuku (China) Co., Ltd. Jan 2013 General Manager, Treasury Department, Finance & Accounting Division, Head Office Apr 2014 General Manager, Finance & Accounting Division, Head Office Apr 2020 Audit & Supervisory Officer, General Manager, Audit & Supervisory Office Apr 2022 Audit & Supervisory Officer, Assistant to Audit & Supervisory Board Jun 2022 Full-time Audit & Supervisory Board Member (current)

1964-03-04

Gideon FRANKLIN

Outside Director

Sep 1984 Joined Cazenove (now J.P. Morgan) Oct 1986 Joined UBS Phillips & Drew (now UBS AG) Jan 1993 Director, Schweizerische Bankgesellschaft (Deutschland) AG (now UBS Europe SE) Feb 1994 Managing Director, Morgan Stanley Group Inc. (now Morgan Stanley) Jan 2004 Outside Director, Culham Prints and Drawings Limited Jul 2006 President, Gideon Franklin Limited Nov 2007 Managing Director, Mizuho International plc Aug 2013 CEO, Gideon Franklin Limited (current) Jun 2019 Outside Director, MCJ Co., Ltd. (current) Apr 2021 CEO, Culham Prints and Drawings Ltd (current) Jun 2023 Outside Director of the Company (current)

1962-06-28

Haruyuki YOSHIDA

Outside Director

Apr 1981 Joined Kubota Corporation Feb 2006 General Manager, Pipe Production Control Department, Kubota Corporation Apr 2008 General Manager, Construction Machinery Business Promotion Department, Kubota Corporation Oct 2009 General Manager, Machinery Business Division, Kubota Corporation Apr 2013 Executive Officer, General Manager, Overseas Machinery Division and Machinery General Division, Kubota Corporation Jan 2017 Managing Executive Officer, Head of Machinery Domain, Kubota Corporation Jan 2019 Senior Managing Executive Officer, Kubota Corporation; President, Kubota Tractor Corporation; President, Kubota North America Corporation Jan 2022 Special Advisor, Kubota Corporation Jun 2023 Outside Director, Okada Aion Co., Ltd. (current) Jun 2024 Outside Director, Sugimoto Shoji Co., Ltd. (current) Mar 2025 Outside Director of the Company (current)

1959-03-27

Yuki KANZAKI

Outside Director

Mar 1992 Joined Kirin Brewery Company, Limited Sep 2007 General Manager, Brewing, Tochigi Plant, Production Division, Kirin Brewery Company, Limited Oct 2013 Deputy Director, Alcoholic Beverage Technology Research Laboratories, R&D Division, Kirin Co., Ltd. Mar 2015 Plant Manager, Kobe Plant, Production Division, Kirin Brewery Company, Limited Mar 2017 Executive Officer, Plant Manager, Yokohama Plant, Production Division, Kirin Brewery Company, Limited Mar 2019 Managing Executive Officer, Plant Manager, Yokohama Plant, Production Division, Kirin Brewery Company, Limited Mar 2020 Managing Executive Officer, General Manager, Corporate Planning Department, Kyowa Hakko Bio Co., Ltd. Jan 2022 President and Representative Director, Kyowa Hakko Bio Co., Ltd. Mar 2022 Managing Executive Officer, Kirin Holdings Company, Limited; President and Representative Director, Kyowa Hakko Bio Co., Ltd. Mar 2025 Outside Director of the Company (current) Jun 2025 Outside Director, Toyobo Co., Ltd. (current)

1963-04-24

Mayumi HONGO

Outside Director

Apr 1994 Joined the Ministry of Foreign Affairs of Japan Jul 2008 Joined Mitsubishi Heavy Industries, Ltd. Feb 2017 Joined NeoPharma Japan Co., Ltd. (now KIYAN PHARMA Co., Ltd.) Dec 2020 Registered as Attorney-at-Law Jan 2021 Joined Atsumi & Sakai Foreign Law Joint Enterprise Jun 2022 Partner, Atsumi & Sakai Foreign Law Joint Enterprise Jan 2026 Senior Partner, Atsumi & Sakai Foreign Law Joint Enterprise (current) Mar 2026 Outside Director of the Company (current)

1972-01-11

Asuka NAKAMURA

Outside Director

Oct 1997 Joined Asahi Audit Corporation (now KPMG AZSA LLC) Apr 2000 Registered as Certified Public Accountant Jan 2001 Joined PricewaterhouseCoopers Financial Advisory Services Co., Ltd. (now PwC Advisory LLC) Nov 2007 Joined Houlihan Lokey K.K. Jan 2012 Joined Tokyo Kyodo Accounting Office Oct 2013 Joined Shin Nihon LLC (now EY ShinNihon LLC) Jan 2015 Joined KPMG AZSA LLC Jun 2016 Partner, KPMG AZSA LLC Dec 2022 Representative Director, Ashita Mirai Research Co., Ltd.; Outside Audit & Supervisory Board Member, Mynavi Corporation (current) Jun 2023 Outside Director (Audit and Supervisory Committee Member), Polaris Holdings Co., Ltd. Dec 2024 Outside Audit & Supervisory Board Member, Kato Sangyo Co., Ltd. (current) Jun 2025 Outside Director (Audit and Supervisory Committee Member), Fujikura Ltd. (current) Mar 2026 Outside Director of the Company (current)

1973-12-15

Nobuo WADA

Outside Audit & Supervisory Board Member

Apr 1980 Research Fellow, Japan Society for the Promotion of Science Mar 1981 Assistant Professor, Faculty of Science, Hokkaido University Dec 1989 Associate Professor, College of Arts and Sciences, The University of Tokyo Apr 1994 Associate Professor, Graduate School of Arts and Sciences, The University of Tokyo Apr 2001 Professor, Department of Physics, Graduate School of Science, Nagoya University Apr 2018 Professor Emeritus, Nagoya University; Part-time Lecturer (current) Jun 2019 Outside Audit & Supervisory Board Member of the Company (current)

1953-03-17

Eiko HAKODA

Outside Audit & Supervisory Board Member

Apr 1992 Registered as Attorney-at-Law; joined Hamada & Matsumoto Law Office (now Mori Hamada & Matsumoto) Jan 2005 Partner, Mori Hamada & Matsumoto Jun 2019 Outside Audit & Supervisory Board Member, Kito Corporation Jun 2022 Outside Director (Audit and Supervisory Committee Member), Sparx Group Co., Ltd.; Outside Audit & Supervisory Board Member, Sparx Asset Management Co., Ltd. (current) Dec 2022 Outside Audit & Supervisory Board Member, CMIC Holdings Co., Ltd. Jan 2023 Senior Counsel, Mori Hamada & Matsumoto Jul 2023 Outside Director, Prudential Life Insurance Company, Ltd. (current) Jan 2024 Visiting Attorney, Gaien Law Office (current) Jun 2024 Outside Audit & Supervisory Board Member of the Company (current)

1957-05-25

Kazuya OOKI

Outside Audit & Supervisory Board Member

Oct 1984 Joined Arthur Young & Co. (now EY ShinNihon LLC) Mar 1988 Registered as Certified Public Accountant May 1998 Partner, Ohta Showa Audit Corporation (now EY ShinNihon LLC) Aug 2006 Board Member, Shin Nihon & Co. (now EY ShinNihon LLC) Sep 2010 Managing Director, Shin Nihon LLC (now EY ShinNihon LLC) Jul 2014 Executive Managing Director, Shin Nihon LLC (now EY ShinNihon LLC) Jul 2021 Representative, Kazuya Ooki Certified Public Accountant Office (current) Mar 2022 Outside Director, OSM International Inc. (current) Jun 2023 Outside Audit & Supervisory Board Member, JGC Holdings Corporation (current) Mar 2026 Outside Audit & Supervisory Board Member of the Company (current)

1961-04-03

Large Shareholding Reports

BlackRock Fund Advisors

2026-10-05

1.89%→2.02%

Mizuho Bank, Ltd.

2026-07-23

2.42%→2.44%

Annual report (as of 2026-06-30): 2.49%

Nomura Asset Management Co., Ltd.

2026-05-11

3.66%→2.53%

Goldman Sachs Asset Management Co., Ltd.

2026-02-06

1.39%→1.77%

BlackRock Fund Advisors

2025-12-18

1.50%→1.89%

Mizuho Bank, Ltd.

2025-10-07

3.25%→2.42%

Annual report (as of 2026-06-30): 2.49%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-09-19

3.12%→3.46%

Disclosures

No disclosures

Primary Source Filings

EDINET

2026-10-05

Large Shareholding Report

DAIFUKU CO.,LTD.

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DAIFUKU CO.,LTD.

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