What Nidec (TSE:6594)'s Founder Stepping Aside and CEO Becoming Chairman Means For Shareholders

• On December 19, 2025, Nidec Corporation announced that founder and Chairman Shigenobu Nagamori resigned his roles, becoming Chairman Emeritus, while President and CEO Mitsuya Kishida assumed the additional position of Chairman of the Board.
• This marks a pivotal governance shift as Nidec transitions from founder-led oversight to a consolidated leadership structure under Kishida, potentially influencing long-term decision‑making and culture.
• Next, we’ll examine how consolidating the chairman and CEO roles under Mitsuya Kishida could reshape Nidec’s existing investment narrative.

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Nidec Investment Narrative Recap

To own Nidec, you need to believe that its exposure to motors for data centers, EVs and energy efficiency can eventually outweigh its cyclical swings and restructuring noise. Nagamori stepping back and Kishida consolidating power does not obviously change the near term focus on fixing internal controls and accounting issues, which still looks like the key short term catalyst and risk pair for the stock.

The November 27 decision to split the Legal & Compliance Department into two and elevate compliance leadership sits squarely in this context. For investors, it ties directly to ongoing investigations into mislabeling and delayed filings, which could influence how quickly Nidec restores regulatory confidence and unlocks the benefits of its broader structural reforms.

Yet investors should be aware that, behind the leadership reshuffle, unresolved trade compliance investigations and potential penalties could still...

Read the full narrative on Nidec (it's free!)

Nidec's narrative projects ¥2,893.2 billion revenue and ¥247.5 billion earnings by 2028. This requires 3.7% yearly revenue growth and about a ¥90.1 billion earnings increase from ¥157.4 billion.

Uncover how Nidec's forecasts yield a ¥3195 fair value, a 53% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community now place Nidec’s fair value between ¥3,195 and about ¥4,722, highlighting wide disagreement on upside. Set that against the current focus on trade compliance investigations and accounting probes, which could materially affect how those different valuation views play out over time.

Explore 4 other fair value estimates on Nidec - why the stock might be worth over 2x more than the current price!

Build Your Own Nidec Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Nidec research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Nidec research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nidec's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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