Nidec reveals JPY 200 billion plan and analysts target Nidec stock at JPY 2,474.30

Published on 10/07/2026 at 01:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nidec forecasts JPY 200 billion operating profit for fiscal 2027. The average target for Nidec stock is JPY 2,474.30 versus JPY 2,165.00.

Nidec, JP3734800000, Illustration mit AI erstellt.

Nidec revealed a JPY 200 billion operating-profit forecast for the fiscal year ending March 31, 2027, in its September 30, 2026 financial statement, while the average target for Nidec stock stood at JPY 2,474.30 against JPY 2,165.00 on October 6, 2026. The figures frame a recovery plan against the accounting damage disclosed in the same reporting package.

Recovery depends on execution

According to Nidec on September 30, 2026, fiscal-year revenue increased 3.9 percent to JPY 2,708.7 billion. Operating profit, however, changed from a restated JPY 128.2 billion profit in fiscal year 2025 to a JPY 519.0 billion loss in fiscal year 2026.

The company attributed the collapse mainly to a JPY 632.1 billion impairment loss. Its fiscal year 2027 forecast calls for JPY 2.8 trillion in revenue, JPY 200.0 billion in operating profit and JPY 100.0 billion in profit attributable to owners of the parent, making the forecast a sharp numerical test of the restructuring program.

Balance sheet remains central

The Japan Times reported on October 6, 2026 that Nidec's yen bond due in 2032 had fallen to JPY 77.70 as the new management team works to restore confidence. The report said the company had recorded a JPY 564.6 billion net loss for the year ended March 31, 2026 and that its auditor had declined to sign off on the financial statements.

That risk sits beside the recovery arithmetic. Nidec's TSE price was last at JPY 2,165.00 on October 6, 2026 at 3:30 p.m. JST, within a 52-week range of JPY 1,797.00 to JPY 2,941.00, while market capitalization was JPY 2.5 trillion on the same date.

Targets meet a damaged record

According to Investing.com on October 6, 2026, seven analysts produced a neutral consensus, with two Buy ratings, four Hold ratings and one Sell rating. The average target of JPY 2,474.30 is 14.29 percent above the JPY 2,165.00 TSE price, but the target sits against the disclosed loss, the audit issue and the company's need to rebuild internal controls.

The prior close at Lang & Schwarz was EUR 12.19 on October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Nidec stock.