Update shared on 02 Nov 2025
Fair value Decreased 1.71%Analysts have slightly reduced their price target for Nidec from ¥3,422 to ¥3,364. This change reflects cautious adjustments in valuation based on updated assumptions for discount rates and growth metrics.
What's in the News
- Nidec revised its consolidated earnings guidance for the six months ending September 30, 2025 and the fiscal year ending March 31, 2026. New forecasts are currently undetermined due to ongoing investigations. (Key Developments)
- The Board of Directors decided not to pay an interim dividend for the fiscal year ending March 31, 2026 because of ongoing internal investigations and a third-party committee review. (Key Developments)
- Nidec is expanding its Mena, Arkansas facility with a $19 million investment. This project aims to add 35 new jobs and a 61,000-square-foot extension by the second quarter of 2027. (Key Developments)
- Organizational and personnel changes were announced effective October 1, 2025. These include departmental reorganizations and the creation of new divisions within Automotive Motor & Electronic Control and Appliance and Automotive Division. (Key Developments)
- Nidec has completed recent share buyback tranches without repurchasing any shares in the latest periods. (Key Developments)
Valuation Changes
- Consensus analyst price target has fallen slightly from ¥3,422 to ¥3,364.
- Discount rate has risen moderately, increasing from 7.90% to 8.23%.
- Revenue growth has edged up marginally, moving from 3.71% to 3.73%.
- Net profit margin has increased fractionally from 8.62% to 8.64%.
- Future P/E has decreased modestly from 19.58x to 19.38x.
Disclaimer
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