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Overview

Transportation Equipment

NISSAN MOTOR CO.,LTD.

Nissan Motor Co., Ltd. is a global automotive manufacturer engaged in the design, development, manufacturing, and sale of automobiles and related parts. The company offers a broad lineup spanning electric vehicles (e.g., Ariya, Leaf, Sakura), e-POWER hybrid models (e.g., Note, Serena, X-Trail), SUVs, minivans, sedans, sports cars (e.g., Fairlady Z), and commercial vehicles across both passenger and light commercial segments. In addition to vehicle sales, Nissan provides sales finance services to support its retail and dealer network globally.

Market Cap

¥939B

US$5.98B

¥6,910B

US$44.0B

Stock¥268.7▼-0.33%

US$1 = ¥157.05 (2026-10-22)

LTM EV/EBITDA

14.4

LTM EV/EBIT

30.0

LTM PER

LTM PBR

0.2

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-50.7%pt

Oct 23, 25 – Oct 23, 26StockTOPIX

MC → EV Bridge

AI Briefing

Global automaker spanning EVs (Leaf, Ariya, Sakura), e-POWER hybrids and commercial vehicles, backed by Renault alliance ties. FY26/3 revenue ¥12,008B but operating margin collapsed to 0.5% (OP ¥58.0B) from 4.5% two years ago, signaling sharp profitability erosion. Market cap ¥978B vs EV ¥6,949B reflects heavy leverage (¥9,187B debt) — turnaround execution, not valuation, is the key swing factor.

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

35%

65%

EquityD/E 1.88xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 57.3%

as of 2026-03-31 · Source: Annual Securities Report

Natixis SA as Trustee for Fiduciary Newton 701910 (Proxy: Mizuho Bank, Ltd., Settlement & Clearing Services Department) (Note)

18.70%

Renault SA (Proxy: Mizuho Bank, Ltd., Settlement & Clearing Services Department)

17.10%

The Master Trust Bank of Japan, Ltd. (Trust Account)

10.60%

The Bank of New York Treaty JASDEC Account (Proxy: MUFG Bank, Ltd., Settlement & Clearing Services Department)

2.40%

Custody Bank of Japan, Ltd. (Trust Account)

1.90%

Man International ICVC Man Japan Core Alpha Fund (Proxy: Mizuho Bank, Ltd., Settlement & Clearing Services Department)

1.90%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

1.70%

CGML PB CLIENT ACCOUNT/COLLATERAL (Standing Proxy: Citibank, N.A., Tokyo Branch)

1.10%

Nippon Life Insurance Company

1.00%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

0.90%

Management

12 officers

Yasushi KIMURA

Director, Chairman of the Board, Member of the Nominating Committee

Apr 1970 Joined Nippon Oil Corporation Jun 2002 Director, Nippon Oil Corporation Jun 2007 Managing Director, Executive Officer, Nippon Oil Corporation Apr 2010 Director, JX Holdings, Inc. Jul 2010 Representative Director, President and Executive Officer, JX Nippon Oil & Energy Corporation May 2012 Chairman, Petroleum Association of Japan Jun 2012 Representative Director, Chairman, JX Holdings, Inc.; Representative Director, Chairman, JX Nippon Oil & Energy Corporation Jun 2014 Director, NIPPO Ltd.; Vice Chairman, Japan Business Federation (Keidanren) Apr 2017 Representative Director, Chairman, JXTG Holdings, Inc. Jun 2018 Senior Advisor, JXTG Holdings, Inc. Jun 2019 Director of the Company (current) Special Executive Officer, JXTG Holdings, Inc. (now ENEOS Holdings, Inc.) Outside Director, INPEX Corporation Jun 2022 Honorary Advisor, ENEOS Holdings, Inc. (current)

1948-02-28

Bernard DELMAS

Director, Member of the Compensation Committee, Member of the Audit Committee

May 1979 Joined Michelin Sep 1995 President, Michelin Research Asia Sep 2007 Director, President and CEO, Nihon Michelin Tire Co., Ltd.; President and CEO, Korea Michelin Tire Co., Ltd. Oct 2009 Senior Vice President, Michelin Group Feb 2010 President, French Chamber of Commerce and Industry in Japan Jun 2015 Outside Director, Ichikoh Industries, Ltd. Nov 2015 Director, Chairman, Nihon Michelin Tire Co., Ltd. Nov 2016 Chairman, Nihon Michelin Tire Co., Ltd. Feb 2018 Senior Advisor, Michelin Group Jun 2019 Director of the Company (current)

1954-04-21

Keiko IHARA

Director, Chair of the Compensation Committee, Member of the Nominating Committee

Jan 2013 Asia Representative Councilor, Women in Motorsport Council, Fédération Internationale de l'Automobile; Female Representative, Drivers' Council Apr 2013 Special Invited Associate Professor, Graduate School of Media and Governance, Keio University Apr 2015 Member, 2020 Future Development Subcommittee, Industrial Structure Council, Ministry of Economy, Trade and Industry Jul 2015 Member, Advisory Council, Japan House, Ministry of Foreign Affairs Sep 2015 Specially Appointed Associate Professor, Graduate School of Media and Governance, Keio University Jun 2016 Outside Director, Soft99 Corporation (current) Jun 2018 Director of the Company (current) Apr 2020 Specially Appointed Professor, Graduate School of Media and Governance, Keio University (current) Oct 2020 Representative Director, Future Inc. (current)

1973-07-04

Motoo NAGAI

Director, Chair of the Audit Committee, Member of the Nominating Committee, Member of the Compensation Committee

Apr 1977 Joined The Industrial Bank of Japan, Limited Apr 2005 Executive Officer, Mizuho Corporate Bank, Ltd. Apr 2007 Managing Executive Officer, Mizuho Corporate Bank, Ltd. Apr 2011 Deputy President and Executive Officer, Mizuho Trust & Banking Co., Ltd. Jun 2011 Representative Director, Deputy President and Deputy President Executive Officer, Mizuho Trust & Banking Co., Ltd. Apr 2014 Executive Director, Mizuho Trust & Banking Co., Ltd. Jun 2014 Audit & Supervisory Board Member of the Company; Outside Audit & Supervisory Board Member, Organo Corporation Jun 2015 Outside Director, Organo Corporation; Outside Audit & Supervisory Board Member, Nisshin Seifun Group Inc. Jun 2019 Director of the Company (current); Outside Director, Nisshin Seifun Group Inc. (current)

1954-03-04

Andrew HOUSE

Director, Chair of the Nominating Committee, Member of the Compensation Committee

Oct 1990 Joined Sony Corporation Oct 2005 Group Executive, Chief Marketing Officer, Sony Corporation Sep 2011 President, Representative Director, Global CEO and Group Executive, Sony Computer Entertainment Inc. Apr 2016 Executive Vice President, President, Representative Director and Global CEO, Sony Interactive Entertainment Inc. Oct 2017 Executive Vice President, Chairman, Sony Interactive Entertainment Inc. Apr 2018 Strategic Advisor, Intelity (current) Oct 2018 Executive Mentor, Merryck & Co., Ltd. (now The ExCo Group) (current) Jun 2019 Director of the Company (current) May 2021 Outside Director, Nordic Entertainment Group (now Viaplay Group) Mar 2022 Outside Director, Dentsu Group Inc. (current) Mar 2026 Outside Director, Shiseido Company, Limited (current)

1965-01-23

Brenda HARVEY

Director, Member of the Audit Committee

Jun 1986 Joined International Business Machines Corporation (IBM) Sep 2006 General Manager, North American Integrated Technology Services and Global Product Offering Management, IBM Aug 2011 General Manager, Integrated Technology Services, Growth Markets, IBM Jul 2014 General Manager, IBM US Public Sector Aug 2017 Director, Plum Alley Investment Jan 2020 Chairman and CEO, IBM Asia Pacific Jul 2020 Director, Singapore Chamber of Commerce and Industry Jan 2022 General Manager, IBM Financial Services Jan 2023 General Manager, IBM Public Sector, Healthcare and Federal Government Jun 2023 Director of the Company (current) Jan 2024 Managing Director, IBM Oct 2025 Senior Advisor, Insight Partners (current)

1965-11-22

Teruo ASADA

Director, Member of the Audit Committee

Apr 1972 Joined Marubeni Corporation Apr 2002 Executive Officer, Marubeni Corporation Apr 2004 Managing Executive Officer, Marubeni Corporation Jun 2005 Representative Director, Managing Executive Officer, Marubeni Corporation Apr 2006 Representative Director, Senior Managing Executive Officer, Marubeni Corporation Apr 2008 Representative Director, President, Marubeni Corporation Apr 2013 Representative Director, Chairman, Marubeni Corporation Apr 2014 Director, Chairman, Marubeni Corporation Apr 2015 Vice Chairman, Japan Association of Corporate Executives Apr 2019 Director, Senior Adviser, Marubeni Corporation Jun 2019 Senior Adviser, Marubeni Corporation Apr 2021 Honorary Advisor, Marubeni Corporation (current) Jun 2024 Director of the Company (current)

1948-10-13

Mariko TOKUNO

Director, Member of the Compensation Committee

Apr 1978 Joined The Bank of Tokyo, Ltd. (now MUFG Bank, Ltd.) Jan 1994 Joined Louis Vuitton Japan K.K. Apr 2002 Senior Director, Sales Administration, Louis Vuitton Japan K.K. Mar 2004 Vice President, Tiffany & Co. Japan Inc. Aug 2010 Representative Director, President, Christian Dior Couture K.K. Jun 2013 Outside Director, Happinet Corporation Sep 2013 Representative Director, President and CEO, Ferragamo Japan K.K. Jun 2016 Outside Director, Mitsubishi Materials Corporation Jun 2017 Outside Director, Yamato Holdings Co., Ltd. Mar 2022 Outside Director, Shiseido Company, Limited (current) Jun 2024 Director of the Company (current)

1954-10-06

Valérie LANDON

Director, Member of the Audit Committee

Sep 1985 Joined Air France as Logistics Engineer May 1990 Investment Banker, Credit Suisse Jun 2009 Head of Investment Banking (France, Belgium and Luxembourg), Credit Suisse Feb 2015 Vice Chairman, Investment Banking, Credit Suisse Apr 2016 Independent Director, Member of the Audit Committee and Member of the Commitment Committee, Albioma Nov 2017 Independent Director, Member of the Audit Committee, Forvia (current) Apr 2021 Chief Executive Officer, Credit Suisse France and Belgium Oct 2024 Independent Director, Member of the Audit Committee, Fondation Apprentis d'Auteuil Jun 2025 Director of the Company (current)

1962-08-17

Timothy RYAN

Director, Member of the Nominating Committee

Jun 1992 Joined HSBC Sinopia Asset Management Mar 2000 Investment Manager, Global Head of Quantitative Asset Management, AXA Investment Managers Jun 2003 Regional Chief Investment Officer, Japan and Asia, AXA Life Japan Jan 2008 Chairman and CEO, AllianceBernstein Japan Mar 2012 Chairman and CEO, AllianceBernstein EMEA Jan 2017 Group Chief Investment Officer and Global CEO (Asset & Wealth Management), Assicurazioni Generali Apr 2021 Global CEO (Asset & Wealth Management), BPCE Group Jun 2025 Director of the Company (current)

1969-06-04

Ivan ESPINOSA

Director

May 2001 Director, Medios Feb 2003 Engineering Analyst, JATO Dynamics Oct 2003 Joined Mexico Nissan Motor Company Apr 2006 Manager, Mexico Nissan Motor Company Jul 2008 Marketing Director and Regional Product Manager, Thai Nissan Motor Co., Ltd. Apr 2010 Director, Mexico Nissan Motor Company Apr 2014 Vice President, Nissan International Apr 2016 Program Director, Nissan Motor Co., Ltd. Apr 2017 Vice President, Nissan Motor Co., Ltd. Apr 2018 Managing Executive Officer, Nissan Motor Co., Ltd. Dec 2019 Senior Executive Officer, Nissan Motor Co., Ltd. Apr 2024 Chief Planning Officer, Nissan Motor Co., Ltd. Apr 2025 Representative Executive Officer, President and Chief Executive Officer, Nissan Motor Co., Ltd. (current); Director, Dongfeng Motor Co., Ltd. (current) Jun 2025 Director of the Company (current)

1978-11-19

Eiichi AKAISHI

Director

Apr 1990 Joined Nissan Motor Co., Ltd. Apr 2014 General Manager, Product Planning Department, Nissan Motor Co., Ltd. Apr 2015 Vice President, Vehicle Development, Nissan North America Apr 2018 Managing Executive Officer, Global Vice President, Alliance, Nissan Motor Co., Ltd. Apr 2024 Representative Director, President and CEO, NMKV Co., Ltd. Apr 2025 Executive Officer, Chief Technology Officer, Nissan Motor Co., Ltd. (current); Director, Dongfeng Motor Co., Ltd. (current) Jun 2025 Director of the Company (current)

1966-02-14

Large Shareholding Reports

No filings

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-03

Q1 Earnings Flash

FY ending Mar 2027

NISSAN MOTOR CO.,LTD.

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NISSAN MOTOR CO.,LTD.

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