Update shared on 17 Nov 2025
Fair value Decreased 1.00%Nidec's analyst price target has been slightly lowered from ¥3,364 to ¥3,330. This change reflects analysts' updated expectations as improving revenue growth projections are balanced by a modest reduction in forecast profit margins.
What's in the News
- Nidec Corporation dropped from the Nikkei 225 Index (Index Constituent Drops)
- Company revised consolidated earnings guidance for the six months ending September 30, 2025 and fiscal year ending March 31, 2026. Forecasts are now undetermined due to ongoing accounting investigations (Corporate Guidance, Unusual Events)
- Board of Directors resolved not to pay an interim dividend for the fiscal year ending March 31, 2026, as of September 30, 2025 (Dividend Decreases)
- Organizational and personnel changes will take effect on October 1, 2025. These include the integration of departments and the establishment of new divisions and centers (Business Reorganizations)
- Nidec Motor Corporation is expanding its Mena, Arkansas facility with a $19 million investment and plans to create 35 new jobs over five years (Business Expansions)
Valuation Changes
- Consensus Analyst Price Target has been reduced slightly, moving from ¥3,364 to ¥3,330.
- Discount Rate has decreased modestly, from 8.23% to 8.10%.
- Revenue Growth projection has risen slightly, changing from 3.73% to 3.87%.
- Net Profit Margin forecast has edged down a bit, from 8.64% to 8.55%.
- Future P/E Ratio expectation has declined marginally, moving from 19.38x to 19.08x.
Disclaimer
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