Nidec Corporation6594
▲ PositiveCapitalrelevance
Nidec confirmed the divestiture of Nidec Components to Carlyle, its first major subsidiary sale, aimed at streamlining operations and accelerating a turnaround.
Impact on assets 3
Robotics & Physical AI
Nidec CorporationFinancials
Carlyle Group IncCG
▲ PositiveCapitalrelevance
Carlyle is the buyer in the $636 mln acquisition of Nidec Components, expanding its portfolio.
Climate Adaptation & Water
China Lesso Group Holdings Ltd2128
Mentioned
Theme Impact 3
Off-coverage companies 1
Nidec Components Corporation (formerly Copal Electronics)Private± Mixed
Capitalrelevance
Nidec Components is the unit being sold to Carlyle, but the article gives no clear positive or negative read on the subsidiary itself.
Related news
Japan2
Nidec Replaces Presidents of Four Subsidiaries with Outside Hires
Nidec announced on the 2nd that it is changing the presidents of four subsidiaries, including Nidec Techno Motor. All of the new presidents come from outside the company, with their appointments effective as of the 1st. At Nidec Techno Motor and Nidec Drive Technology, Takeshi Nishiyama, a senior managing executive officer from Sony, took the helm at age 57, while Yuji Tanaka, a senior executive officer at Nidec, assumed the post at age 61. At Nidec Powertrain Systems, Chairman Katsuhiro Wada, formerly of Omron, took over at age 63, and at Nidec Machine Tool, Senior Executive Officer Kenji Hamanaka, formerly of Mitsubishi Heavy Industries, took the position at age 55. Amid a string of misconduct cases, the group is also overhauling its personnel appointments to push forward with management reform.
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6594.JP · Regulation · Neutral Nidec replaces presidents of four subsidiaries with outside hires amid a string of misconduct cases, part of a management-reform overhaul.
Nidec Powertrain Systems Corporation · Regulation · Neutral Nidec Powertrain Systems gets Chairman Katsuhiro Wada (ex-Omron) as its new president in the group's management reform.
Nidec Techno Motor Corporation · Regulation · Neutral Nidec Techno Motor gets a new outside president (Takeshi Nishiyama, ex-Sony) as part of the group's personnel overhaul.
JapanNidec Q3 EPS Falls 80.5% to ¥8.48 as Operating Profit Drops 30.9%
Nidec reported third-quarter earnings per share of ¥8.48, down 80.5% year over year from ¥43.57. Revenue for the fiscal third quarter ended December 31, 2025 rose 4.8% year over year to ¥681.46B. Operating profit fell 30.9% year over year to ¥28.43B, and operating margin narrowed to 4.2% from 6.3%. The results were disclosed in a Nidec press release.
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Robotics & Physical AI › Servo Motors & Magnets Capital
6594.JP · Capital · Negative Q3 EPS fell 80.5% and operating profit dropped 30.9% with margin narrowing to 4.2%.
Japan▼2impact 4
Nidec Shares Plunge 18% After PwC Declines to Sign Off on Annual Report
Nidec Corp shares tumbled as much as 18% to 1,888.0 yen on Thursday after auditor PwC declined to vouch for the accuracy of the company's long-delayed annual report. The report, released Wednesday for the fiscal year ending March 2026, showed a substantially wider operating loss of 518.9 billion yen, or $3 billion, driven by an impairment loss of 632 billion yen tied to its automotive and commercial products divisions. PwC added a disclaimer stating it was unable to obtain sufficient and appropriate evidence to form an opinion on the financial report, compounding a reputational crisis that began over a year ago when Nidec admitted to improper accounting and governance practices. An independent investigation found misconduct including non-disclosure of impairment losses and delays in recognizing inventory depreciation, and the company acknowledged material weaknesses in internal control, saying it will undertake initiatives to fix governance and compliance. Nidec must submit a report on internal controls to the Tokyo Stock Exchange by end-October or risk de-listing, and on Wednesday it also announced the abrupt resignation of CEO Mitsuya Kishida, with CTO Michio Kaida to take over as CEO and president.
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6594.JP · Capital · Negative PwC declined to sign off on Nidec's annual report, which showed a 518.9 billion yen operating loss and a 632 billion yen impairment, deepening its accounting crisis and de-listing risk.
PricewaterhouseCoopers · Regulation · Neutral PwC is the auditor that declined to vouch for Nidec's financial report, a professional/regulatory action rather than a business development for PwC itself.
Japan▼impact 4
Nidec posts 496,214 million yen pretax loss for fiscal year ending March 2026, missing IFIS consensus
Nidec's pretax loss for the fiscal year ending March 2026, announced on September 30, came to 496,214 million yen, falling short of the latest IFIS consensus of 170,667 million yen. According to earnings forecasts released the same day, pretax profit for the fiscal year ending March 2027 is projected at 180,000 million yen, 23.2% below the IFIS consensus. The same forecasts also project interim pretax profit of 110,000 million yen.
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6594.JP · Capital · Negative Nidec reported a 496,214 million yen pretax loss for FY ending March 2026, missing IFIS consensus, and guided FY2027 pretax profit 23.2% below consensus.
Japan▼5impact 4
Nidec posts 564.6 billion yen loss for fiscal year ending March 2026; auditor issues disclaimer of opinion after 632.2 billion yen impairment
Nidec submitted to the Kanto Local Finance Bureau on the 30th its annual securities report for the fiscal year ending March 2026, which had been delayed, reporting a net loss of 564.6 billion yen. The loss stemmed from an impairment charge of 632.2 billion yen recorded within the company's group. The auditing firm issued a disclaimer of opinion on the company's annual securities report.
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6594.JP · Capital · Negative Nidec reported a 564.6 billion yen net loss driven by a 632.2 billion yen impairment, with the auditor issuing a disclaimer of opinion.
Japan▼4
Nidec President Kishida resigns, Executive Officer Kaida to succeed him
Nidec announced on the 29th that President Mitsuya Kishida will resign effective the same day, with Senior Executive Officer Masao Kaida set to succeed him. The company has recently been hit by a series of accounting and quality scandals.
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Electrification & Mobility › E-motors, Inverters & Drivetrain ▼Capital
6594.JP · Regulation · Negative President resigns amid a series of accounting and quality scandals, signaling governance/legal troubles at Nidec.