Fumihide Goto's questions to Nidec Corp (NJDCY) leadership • Q4 2025
Question
Fumihide Goto asked about the strategy for managing ROIC across business units and enhancing manufacturing capabilities, and also asked CFO Samura to detail the key drivers for the FY25 operating profit forecast.
Answer
An unnamed executive explained that ROIC management will be granular, involving shrinking businesses with low potential. Manufacturing will be enhanced by focusing on global production tech, thermal management, and power control. CFO Akinobu Samura added that the FY25 profit growth is driven by front-loaded fixed cost reductions and a significant shift in product mix toward higher-margin areas like MOEN energy, even as overall sales remain flat.