Revenue Distribution by Industry:

• Electric Motors: 50%
• Automotive Industry: 25%
• Household Appliances: 15%
• Industrial Applications: 10%

TOP 3 Markets and Their Percentage Shares:

• Japan: 35%
• USA: 30%
• China: 20%

Nidec Corporation generates the majority of its revenue from the electric motors industry, which accounts for about half of the total revenue. This reflects the company's strong position in the manufacturing of precision motors used in a variety of applications.

Japan remains the largest market for Nidec, followed by the USA and China. These markets are crucial for the company as they provide both a strong industrial base and high demand for technological innovations.

Production Sites:

• Japan
• China
• Vietnam
• Thailand
• USA
• Mexico

Nidec Corporation is a globally leading manufacturer of electric motors and strategically positions its production facilities in different countries. The main production sites are located in Asia, especially in Japan, China, Vietnam, and Thailand, to ensure proximity to major markets and cost efficiency.

In addition, Nidec operates production facilities in the USA and Mexico to better serve the North American market. This geographical diversification enables the company to flexibly respond to market demands and minimize supply chain risks.

Revenue Growth: 10.5% (2024)
Profit Growth: 8.2% (2024)

Nidec Corporation is pursuing a strategy of diversification and expansion into new markets to secure future growth. A key part of this strategy is a stronger focus on the field of electromobility, particularly through the development and production of electric motors for electric vehicles.

Furthermore, Nidec is investing in the automation and digitalization of its production processes to achieve efficiency improvements and cost reductions. The company also plans to expand its presence in emerging markets such as India and Southeast Asia to benefit from the increasing demand for technological solutions in those regions.

Nidec is also relying on strategic acquisitions to expand its product range and integrate new technologies. These measures are intended to enable the company to further strengthen its market leadership in drive technology and ensure long-term growth.

Main raw materials: Rare earths, copper, steel

Countries of origin:

• Rare earths: China
• Copper: Chile, Peru
• Steel: Japan, South Korea

Nidec Corporation, a leading manufacturer of electric motors, imports a variety of raw materials essential for the production of their products. Rare earths, which are needed for the production of permanent magnets in electric motors, mainly come from China, the world's largest producer of these materials.

Copper is another important material used in the winding of motors. The main suppliers of copper are Chile and Peru, which are among the world's largest copper producers.

Steel, used for casings and other structural components of electric motors, is mainly sourced from Japan and South Korea. These countries are known for their high-quality steel production, and their proximity to Japan reduces transportation costs and delivery times for Nidec.

Market share in the field of electric motors: Approximately 15% (2024)
Research & development expenses: 5.2% of revenue (2024)
Growth in the field of e-mobility: 20% (2024)

Nidec Corporation has established itself as a leading provider of electric motors and holds a significant market share of about 15%. This gives the company a strong competitive advantage, especially in the automotive industry and household appliances sector.

The continuous investment in research and development, accounting for approximately 5.2% of revenue, enables Nidec to develop innovative products and differentiate itself from the competition. Another advantage is the strong growth in the field of electromobility, where Nidec recorded a growth of 20%, driven by the increasing demand for electric vehicles.

In summary, it can be said that Nidec possesses a solid competitive advantage through its market leadership, innovation capabilities, and strategic focus on growth sectors.

Institutional Investor Share: approximately 65% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last year (2025, estimated)

The institutional investor share in Nidec Corporation is around 65%, which is typical for large publicly traded companies. These investors include pension funds, investment funds, and other institutional investors seeking long-term holdings.

In 2025, there were no significant insider purchases or sales, indicating that the management and other insiders have confidence in the current corporate strategy and future prospects. Such stable conditions can be a positive signal for investors, as they point to solid corporate governance and stable corporate development.

Market share of Nidec Corporation: 15% (estimated, 2025)

Top competitors and their market shares:

1. Nidec Corporation: 15%
2. ABB Ltd: 12%
3. Siemens AG: 10%
4. Mitsubishi Electric Corporation: 9%
5. Schneider Electric SE: 8%
6. Rockwell Automation: 7%
7. Yaskawa Electric Corporation: 6%
8. Regal Rexnord Corporation: 5%
9. Danfoss Group: 4%
10. Fuji Electric Co., Ltd.: 3%

Moat of Nidec Corporation:

Nidec Corporation has created a significant moat through its specialization in precision motors and its strong presence in the automotive and electronics industries. The ability to deliver high-quality and innovative products has helped Nidec develop a stable customer base.

Compared to its competitors, Nidec has the advantage of a wide range of products and a strong global supply chain. This allows the company to quickly respond to market changes and integrate new technologies.

However, companies like Siemens and ABB also have strong moats, especially through their comprehensive automation solutions and technological innovations. These companies benefit from their size and broad offerings, giving them a competitive advantage in certain areas.

Overall, Nidec has a solid moat, but the competition is intense, and continuous innovation is required to maintain market leadership.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Electric Motors Sector: 20% (2024)

Nidec Corporation recorded solid revenue growth of 8.5% in 2024, attributed to strong demand for their electric motors and successful expansion into new markets. The 10.2% profit growth indicates the company's ability to efficiently manage costs and increase profitability.

The 20% market share in the electric motors sector highlights Nidec's leading position in this industry. This provides the company with a strong foundation for future growth, especially in emerging markets such as electromobility and renewable energies.

Additionally, Nidec is continuously investing in research and development to develop innovative products and further solidify its market position. These strategic initiatives could lead to a long-term increase in competitiveness and profitability.

Overall, the current financial indicators and strategic initiatives suggest that Nidec stock could be a promising investment for investors interested in long-term growth.

Dividend Yield: 1.2% (2025, estimated)
Dividend History: Continuous payouts over the last 5 years

In recent years, Nidec Corporation has regularly distributed dividends to its shareholders. The dividend yield is estimated to be around 1.2% for 2025, which can be considered moderate compared to other companies in the industry.

Nidec has a solid dividend history and aims to maintain a consistent payout policy. This is evidenced by the continuous dividend payments over the past five years. The reliability of the payout is supported by the company's stable financial performance and its strategic positioning in the market.