Source disclosure: February 12, 2026
DAIFUKU CO.,LTD. [6383.T]
TOKYO — Daifuku Co., Ltd., listed on the Tokyo Stock Exchange Prime Market under code 6383, announced updates to its long-term vision "Driving Innovative Impact 2030" and its mid-term business plan for fiscal year ending March 2027 on February 12, 2026. The company reported significant improvements in profitability across three key processes—manufacturing, customer proposals, and project management—which have led to exceeding initial targets set forth in the mid-term plan.
According to the announcement, Daifuku's consolidated operating profit margin and return on equity (ROE) for the fiscal year ended December 2025 surpassed the original goals outlined in the mid-term plan covering fiscal years from December 2024 through December 2027. As a result of these achievements, the company has decided to revise both its economic value creation target for 2030 and the operational objectives established within the mid-term plan.
The updated targets include an unchanged sales revenue goal of ¥1 trillion by 2030 and ¥800 billion by March 2027, but with significantly enhanced profit margins. Specifically, the operating profit margin is now targeted at 15% instead of the previously stated 12.5% for 2030 and 11.5% for 2027. Similarly, the ROE target has been raised from 13% to 17%. Additionally, the projected operating income has been increased from ¥1.25 trillion to ¥1.5 trillion for 2030 and from ¥920 billion to ¥1.2 trillion for 2027.
In terms of strategic approaches, Daifuku plans to continue leveraging backcasting methods to maintain its sales growth trajectory amid global trends such as labor shortages and digitalization driving demand for automation solutions. Furthermore, the company aims to explore new sectors like food and environmental technology beyond its core competencies through mergers and acquisitions. These efforts will be complemented by ongoing initiatives to enhance manufacturing capabilities, proposal strength, and project management skills, all aimed at sustaining high levels of profitability while expanding top-line revenues.
Note: Financial figures from the earnings presentation have been removed pending correction. For accurate figures, refer to the company's earnings summary (kessan tanshin) filed separately on TDNet.
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