Nidec stock falls 1.62 percent as Oasis urges privatization

Published on 10/08/2026 at 05:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oasis called for a preliminary privatization review on October 7, while Nidec stock traded at JPY 2,130 on October 8. Fiscal 2026 revenue rose 3.9 percent.

Nidec, JP3734800000, Illustration mit AI erstellt.

Nidec stock (ISIN JP3734800000) was trading at JPY 2,130 in Tokyo on October 8, 2026, down 1.62 percent from the previous close. The immediate issue is governance: Oasis Management urged Nidec's board on October 7 to begin a preliminary review of privatization options amid the risk of an unintended delisting.

Oasis presses for a review

According to Business Wire on October 7, Oasis called on Nidec's outside directors to hire financial advisers and solicit preliminary, non-binding proposals from strategic buyers and private equity firms.

Oasis framed the proposal as a feasibility review rather than a transaction decision. Its stated concern is that Nidec could face an unintended delisting if it fails to obtain an unqualified audit opinion and the Tokyo Stock Exchange finds its internal management system inadequate.

Losses reset the financial picture

Nidec's latest reported period ended March 31, 2026. In its fiscal-year results, Business Wire reported IFRS net sales of JPY 2,708.705 billion, up 3.9 percent from JPY 2,606.347 billion in fiscal 2025.

The comparison turns sharply negative below revenue. Nidec recorded an operating loss of JPY 518.978 billion versus operating profit of JPY 128.222 billion a year earlier, while profit attributable to owners of the parent changed from JPY 84.672 billion to a loss of JPY 564.624 billion.

Analyst target stays above the price

Investing.com lists a Neutral consensus from seven analysts, with an average 12-month target of JPY 2,474.3, a high estimate of JPY 3,500 and a low estimate of JPY 1,800. The average target lies 16.17 percent above the October 8 price, making the governance outcome more important than a simple valuation gap.

The same venue lists October 26, 2026, as Nidec's next earnings date. Until then, investors are weighing a JPY 2.4 trillion market capitalization against a 52-week range of JPY 1,797 to JPY 2,941 and the company's audit remediation.

Tokyo shares remain below the yearly high

Nidec was trading at JPY 2,130 on the Tokyo Stock Exchange at 12:38 p.m. JST on October 8, 2026. The price stood 27.58 percent below the 52-week high, while volume reached 5,982,300 shares.