DDM Analysis: 6383.T

Valuation Snapshot

Stable Growth	$18,089.69 - $44,304.16	$41,519.48
Multi-Stage	$6,449.07 - $7,058.65	$6,748.26
Blended Fair Value	$24,133.87
Current Price	$4,743.00
Upside	408.83%
Decision	Buy

Dividend History & Growth Metrics (10Y)

Metric	5Y CAGR	10Y CAGR	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
DPS	9.05%	22.93%	45.36	36.38	31.09	27.82	24.56	29.41	24.47	17.37	10.11	7.25
YoY Growth	-	-	24.68%	16.99%	11.77%	13.30%	-16.49%	20.18%	40.82%	71.84%	39.44%	25.97%
Dividend Yield	-	-	1.22%	1.21%	1.06%	1.08%	0.73%	0.94%	1.19%	1.07%	0.90%	1.20%

Stable Growth Model (Adjusted)

(USD in Millions except Per Share Data)

Net Income To Common (M)	85,843.00
(-) Cash Dividends Paid (M)	31,219.00
(=) Cash Retained (M)	54,624.00

Metric	LOW	BASE	HIGH
Required Retention Ratio	20.0%	12.5%	7.5%
(=) Cash Required (M)	17,168.60	10,730.38	6,438.23
Cash Retained (M)	54,624.00	54,624.00	54,624.00
(-) Cash Required (M)	-17,168.60	-10,730.38	-6,438.23
(=) Excess Retained (M)	37,455.40	43,893.63	48,185.78
(/) Shares Outstanding (M)	385.34	385.34	385.34
(=) Excess Retained per Share	97.20	113.91	125.05
LTM Dividend per Share	81.02	81.02	81.02
(+) Excess Retained per Share	97.20	113.91	125.05
(=) Adjusted Dividend	178.22	194.93	206.07
WACC / Discount Rate	6.54%	6.54%	6.54%
Growth Rate	5.50%	6.50%	7.50%
Fair Value	$18,089.69	$41,519.48	$44,304.16
Upside / Downside	281.40%	775.38%	834.10%

Multi-Stage Model: Projections

(USD in Millions)

Metric	TTM	Dec-27	Dec-28	Dec-29	Dec-30	Dec-31	Terminal
Net Income (M)	85,843.00	91,422.80	97,365.28	103,694.02	110,434.13	117,612.35	121,140.72
Payout Ratio	36.37%	47.09%	57.82%	68.55%	79.27%	90.00%	92.50%
Projected Dividends (M)	31,219.00	43,054.69	56,297.12	71,079.16	87,545.01	105,851.11	112,055.17

Multi-Stage Valuation

Metric	LOW	BASE	HIGH
WACC / Discount Rate	6.54%	6.54%	6.54%
Growth Rate	5.50%	6.50%	7.50%
Year 1 PV (M)	40,032.54	40,412.00	40,791.45
Year 2 PV (M)	48,671.14	49,598.19	50,533.99
Year 3 PV (M)	57,137.38	58,777.59	60,448.89
Year 4 PV (M)	65,433.79	67,950.19	70,538.48
Year 5 PV (M)	73,562.89	77,116.01	80,805.11
PV of Terminal Value (M)	2,200,228.04	2,306,499.87	2,416,838.98
Equity Value (M)	2,485,065.79	2,600,353.85	2,719,956.91
Shares Outstanding (M)	385.34	385.34	385.34
Fair Value	$6,449.07	$6,748.26	$7,058.65
Upside / Downside	35.97%	42.28%	48.82%

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Daifuku Co., Ltd. (6383.T)

Valuation Snapshot

Dividend History & Growth Metrics (10Y)

Stable Growth Model (Adjusted)

Multi-Stage Model: Projections

Multi-Stage Valuation

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