Denso reported fiscal 2026 (ending March 2027) first-quarter sales of JPY 1.91 trillion, up 9.1% year on year, and operating profit of JPY 84.2 billion, down 21.5%. It raised full-year sales guidance to JPY 7.75 trillion, maintained JPY 500 billion operating profit guidance, and shares fell 10.5%.
Rapid adoption of electric vehicles will lead to sales of newer value-added components, like ECUs and heat pump systems, drastically improving margins.
Having a majority of sales from Toyota Group companies can give pricing leverage to the OEM customers, lowering Denso’s profitability.
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Metric
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6902
|
BWA
|
CON
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.49 | 12.54 | 21.53 |
Price/Book Value | 0.92 | 2.40 | 3.37 |
Price/Sales | 0.69 | 0.97 | 0.85 |
Price/Cash Flow | 6.36 | 8.20 | 7.64 |
|
Metric
|
6902
|
BWA
|
CON
|
|---|---|---|---|
Quick Ratio | 1.33 | 1.66 | 0.47 |
Current Ratio | 2.09 | 2.13 | 1.38 |
Interest Coverage | 17.85 | 7.67 | 0.83 |
|
Metric
|
6902
|
BWA
|
CON
|
|---|---|---|---|
Return on Assets (Normalized) | — | 10.10% | 3.32% |
Return on Equity (Normalized) | — | 24.94% | 16.78% |
Return on Invested Capital (Normalized) | — | 14.55% | 8.03% |
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1-Day Chart
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