PR Newswire
LONDON, April 26, 2026
LONDON, April 26, 2026 /PRNewswire/ — Elliott Investment Management L.P. and Elliott Advisors (UK) Limited («Elliott»), which advise funds that together own approximately 3% of Daikin Industries, Ltd. («Daikin» or the «Company»), today released an investor presentation titled «Elliott’s Perspectives on Daikin.»
https://mma.prnewswire.com/media/2705826/5937646/Elliott_WhiteText_Green_Logo.jpg
In the presentation, Elliott outlined the significant opportunity for Daikin to increase its profitability, improve its capital efficiency and drive a higher valuation for its shares by taking bold steps to close its margin gap versus its peers, launch an ambitious share repurchase program and conduct a strategic review of its non-core businesses. The presentation described a credible pathway for Daikin to achieve a 14% operating profit margin which, combined with targeted share repurchases, could see the Company’s earnings per share more than double.
Elliott remains committed to working constructively with Daikin to deliver an ambitious, credible medium-term management plan that helps the Company close the performance and valuation gaps to its peers.
The presentation can be viewed at https://elliottletters.com.
About Elliott
Elliott Investment Management L.P. (together with its affiliates, «Elliott») manages approximately $79.8 billion of assets as of December 31, 2025. Founded in 1977, it is one of the oldest funds under continuous management. The Elliott funds’ investors include pension plans, sovereign wealth funds, endowments, foundations, funds-of-funds, high net worth individuals and families, and employees of the firm. Elliott Advisors (UK) Limited is an affiliate of Elliott Investment Management L.P.
Media Contacts:
LondonStijn van de GrampelElliott Advisors (UK) LimitedT: +44 20 3009 [email protected]
New YorkStephen SpruiellElliott Investment Management L.P.T: +1 (212) [email protected]
TokyoBrett WallbuttonAshton ConsultingT: +81 (0) 3 [email protected]
Logo – https://mma.prnewswire.com/media/2705826/5937646/Elliott_WhiteText_Green_Logo.jpg
View original content:https://www.prnewswire.co.uk/news-releases/elliott-management-releases-presentation-on-daikin-industries-ltd-302753786.html
Comparto con muchos la visión de que la universidad, salgo contadas excepciones va muy por detrás del mundo real, con una actitud muy reactiva.
Hace años que salà de ella, aunque continúo ligado, intentando terminar otros estudios que hace tiempo comence (soy un ferviente entusiasta de estar continuamente formándome… aunque solamente sea como intención, y el estar matriculado en alguna asignatura de una 2ª carrera me ayuda en ocasiones a autoexigirme un plus adicional).
Lo penoso es que solamente mantengo relación, muy de vez en cuando, con 2 profesores. Los únicos de los que guardo un buen recuerdo. Y casualidad esta que no son profesionales de la docencia, sino profesionales de la industria privada que están en la docencia por convicción e ilusión personal. Cuánto tiene que aprender la universidad de muchas escuelas de negocios…