Slide 1: Fiscal First-Half 2023 Financial Results
TSE: 6594 OTC US: NJDCY https://www.nidec.com/en/ Nidec Corporation Fiscal First-Half 2023 Financial Results Six Months Ended September 30, 2023 <IFRS> 45MW hi-speed Motor-Generator Nidec Conversion business developed Disclaimer Regarding Forward-looking Statements These presentation materials and t
Slide 2: Consolidated Profit/Loss; Product Group Overview
Consolidated Profit/Loss This slide includes forward-looking statements. See Disclaimer on Page 2. Millions of Yen, except FY2023 for percentages, EPS, 1H/FY2022 1H/FY2023 Change dividends and FX rates Forecast Net sales 1,130,767 1,160,662 +2.6% 2,200,000 Operating profit 96,368 115,782 +20.1% 220
Slide 3: Year-on-Year and Quarter-on-Quarter Changes
Year-on-Year Changes (Six Months Ended September 30, 2023) <Net Sales> (Billions of Yen) +45.7 +16.4 +4.1 +1.0 -27.6 -9.9 1,130.8 1,160.7 1H/FY22 Exchange Small Precision Automotive Appliance, Machinery Electronic 1H/FY23 Rate Motors Products Commercial and Optical and Industrial Components <Operat
Slide 4: Summary of Q2 FY2023; CAPEX, Depreciation, R&D
Summary of Q2 FY2023 First half net sales stood at a record high of ¥1,160.7 billion, 2.6% higher Y/Y. First half operating profit increased 20.1% Y/Y to ¥115.8 billion, marking a record high. First half profit before income taxes increased 22.8 % Y/Y to ¥145.4 billion. Profit attributable to
Slide 5: Mid-Term Strategic Goal
Mid-Term Strategic Goal 9 Mid- to Long-Term Growth Target Sales and operating profit (FY2030) ¥10T sales targeted Net sales (FY2022) (FY2025) ¥2T sales ¥4T sales Operating profit achieved targeted Increase sales and (FY2014) profit through organic ¥1T sales achieved growth and M&As with a focus on
Slide 6: Mid-Term Strategic Goals Vision2025
Mid-Term Strategic GoalsVision2025 This slide includes forward-looking statements. See Disclaimer on Page 2. FY2025 4 trillion yen sales: Net sales: 4 trillion yen (Target) 3T yen (operating profit ratio of 15%) + 1T yen through M&A (Operating profit ratio) Breakdown of ¥4 trillion sales target (Tr
Slide 7: Small Precision Motors: Expand Sales of New Products
Small Precision Motors: Expand Sales of New Products This slide includes forward-looking statements. See Disclaimer on Page 2. Electric two-wheeled vehicle Thermal module Electrification of two-wheeled vehicle is 5 years behind Thermal demand is increasing as an Artificial Intelligence four-wheeled
Slide 8: Automotive: Strategy for High Growth
Automotive: Strategy for High Growth This slide includes forward-looking statements. See Disclaimer on Page 2. Aiming to become No.1 automotive system company by anticipating the strong electrification demand boosted by CASE* mobility trends <Vision 2025 in Automotive> <Battery EV related businesse
Slide 9: Automotive: Shift to X-in-1 of E-Axle
Automotive: Shift to X-in-1of E-Axle Gen.3 E-Axle will be 7 in 1, composed of 3 in 1, IPS* unit and PTC**-Heater <Gen.3: 7-in-1> <IPS structure and PTC heater> Inverter Existing 3-in-1 PDU+ OBC + PTC heater control IPS unit DC-DC Motor OBC IPS+PTC DC-DC Gear for 7-in-1 PDU PTC heater PTC heater 7-i
Slide 10: Automotive: Sales of Battery EV Related Business; Quarterly Results
Automotive: Sales of Battery EV Related Business Targeting ¥500 billion sales in FY25 by acquiring orders from Japanese, European and US OEMs in addition to Chinese customers <Component> <Nidec’s sales of Battery EV related business> Model number with Deepal SL03 (Billions of yen) Nidec’s product i
Slide 11: Appliance, Commercial and Industrial: Strategy for High Growth
Appliance, Commercial and Industrial: Strategy for High Growth This slide includes forward-looking statements. See Disclaimer on Page 2. Realize high growth by capturing green innovation demand created by replacement with high-efficiency motors, etc. <Vision 2025 in Appliance, Commercial and Indust
Slide 12: Appliance, Commercial and Industrial: Products by Sub-segment; SynRA
Appliance, Commercial and Industrial: Products by Sub-segment <Home air conditioners> <Commercial air conditioners> <Industrial machinery> Nidec Brushless Brushless DC motors Three-phase induction motors DC motors Techno Motor <Home appliances> <Commercial products> <Industrial products> ACIM* <Med
Slide 13: Motion & Energy New Markets; Quarterly Results
This slide includes forward-looking statements. Appliance, Commercial and Industrial: See Disclaimer on Page 2. Motion & Energy will Enter New Markets for Mid- to Long-term Growth MOEN aims to double sales by FY27 (CAGR*: 15%) <Renewable energy sector> <Aerospace sector > <Infrastructure> <Drives &
Slide 14: Other Product Group: Strategy for High Growth
Other Product Group: Strategy for High Growth This slide includes forward-looking statements. See Disclaimer on Page 2. Launching Machinery and Automation Business Unit in FY23 handling reducers, press machines and machine tools to drive the growth of machinery business <Vision 2025 in Others> <Ite
Slide 15: Machinery and Automation Business Unit
Other Product Group: Machinery and Automation Business Unit Nidec’s 25 production bases in 8 countries respond to global market needs * NIDEC DRIVE TECHNOLOGY (ZHEJIANG) NIDEC DRIVE TECHNOLOGY NIDEC MINSTER (KYOTO) NIDEC PRESS & AUTOMATION NIDEC DRIVE TECHNOLOGY NIDEC VAMCO (ZHEJIANG) NIDEC DRIVE T
Slide 16: Strategy of Machinery and Automation Business Unit (2): Machine Tool
Other Product Group: Strategy of Machinery and Automation Business Unit (2) Machine Tool This slide includes forward-looking statements. See Disclaimer on Page 2. Targeted geographical sales ratio for FY25 of Europe and the US: China: Japan: Others = 3:3:3:1 with increasing the composition ratio of
Slide 17: Contact; Appendix: Performance Trends & Product Group Overview
Japan Tel: +81-75-935-6140 E-mail: ir@nidec.com EMEA Tel: +31-06-8393-1827 E-mail: iwai.yuji@nidec.com U.S. Tel: +1-212-703-7988 E-mail: nagase.kiyoshi@nidec.com Nidec logo is a registered trademark or a trademark of Nidec Corporation in Japan, the United States and/or certain other countries. “All
Slide 18: New Big Waves in a Post-Pandemic World; Sales by Product Group
New 5 Big Waves in a Post-Pandemic World Nidec’s business solutions that solve the common problems of humankind Traction motor Vapor chamber Heat pipe eVTOL Traction motor system (electric Vertical Take-Off (E-Axle) Landing vehicles) Fan 5G & Thermal solutions (Keywords: Tactile sense, image stabil
Slide 19: Consolidated Quarterly Net Sales and Operating Profit
Consolidated Quarterly Net Sales and Operating Profit Aiming to achieve V-shaped recovery in FY23 after structural reform through WPR-X in FY22 (Net sales in (Operating profit in Billions of Yen) Billions of Yen) 600 70 Net sales (LHS) Operating profit (RHS) 500 WPR4 60 WPR3 50 400 40 300 WPR-X WPR
Slide 20: Financial Highlights
Financial Highlights <Consolidated Net Sales and Operating Profit> <Profit Before Income Taxes and Profit Attributable to Owners of the Parent> (Billions of Yen) (Billions of Yen) Net sales Operating profit Operating profit ratio (%) Profit before income taxes Profit attributable to owners of the p