Daikin Industries Ltd

6367: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Daikin: Demand Outlook for Data Center Cooling Business Remains Bright; Shares Underpriced

Jeff Zhang

Dec 1, 2025

Daikin provided updates on the North American data center cooling market, which it expects to grow to JPY 2.7 trillion in 2030 from JPY 1.1 trillion in 2025. The firm targets over JPY 300 billion in revenue from the business in 2030, more than tripling from about JPY 100 billion in 2025.

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Daikin Industries Ltd

Daikin: Demand Outlook for Data Center Cooling Business Remains Bright; Shares Underpriced

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