Niterra
Investor's
Guide Niterra from an investor's perspective
The Niterra Group's business, strengths,
and growth strategy,
explained clearly
for first-time visitors.
Overview of the Niterra GroupOverview
The Niterra Group leverages its core ceramic technologies to contribute to diverse fields, including Mobility, Semiconductors, and Environment & energy.
Group revenue731.2 billion yen
Automotive
components80 %
Component
Solutions18 %
Other2 %
global share
Oxygen sensor
global shareNo.1*Our estimate as of
the end of March 2025
(ROE)15.7 %
(ROIC)10.3 %
to owners of the parent62.8 %
Core Assets and Focus AreasCore assets and Focus areas
The Niterra Group has core assets such as ceramics, gas sensing, and global automotive customers and sales channels.
By narrowing down our focus areas for solving social issues, we will concentrate management resources in "Mobility," "Semiconductors," and "Environment & Energy"—where our core assets can be maximized—to enrich people's lives and realize a sustainable society.
Core Assets
Ceramics
Gas sensing
Global automotive
customers and sales channels
Focus Areas
Mobility
Semiconductors
Environment & Energy
Our BusinessesBusiness Overview
Automotive components
Main Products
2025 fiscal year results
External environment recognition
The global economy is expected to face increasing uncertainty due to rising energy prices and persistent inflationary pressures, as well as risks of an economic slowdown. Furthermore, concerns remain, including tariffs imposed by the US government and the sharp rise in prices of precious metals, which are key raw materials for our products. On the other hand, the automotive market is expected to maintain a high level of internal combustion engine vehicles globally, even in 2030, against the backdrop of a slowdown in the global shift to electric vehicles. Even in China, the world's largest market, there is a reassessment of the flexible use of internal combustion engines, with increased demand for hybrid vehicles compared to the previous focus solely on battery electric vehicles (BEVs). Against this backdrop of continued demand, we predict that the market size for internal combustion engine components will remain stable going forward.
Component solutions
Main Products
2025 fiscal year results
External environment recognition
SPE
The semiconductor manufacturing equipment market is seeing improved supply-demand balance in the memory market due to inventory adjustments, and memory manufacturers' willingness to invest in equipment is recovering due to increased demand for servers for generative AI. The market is expected to continue to grow steadily due to the expansion of semiconductor demand driven by the use of generative AI, and the demand for higher capacity and higher speed DRAM due to enhanced AI capabilities is expected to accelerate the development and mass production of advanced semiconductor manufacturing.
Silicon nitride
Silicon nitride balls, with their superior insulation and durability, are attracting attention in Europe and China as a countermeasure against electrolytic corrosion associated with the increasing voltage of EV drive systems. Furthermore, the increasing power density of EV power control units and the increased heat density due to the miniaturization of semiconductor chips are driving up the demand for heat dissipation and insulating substrates. Future EVs are expected to increasingly adopt next-generation power semiconductors, which will boost the demand for highly heat-resistant silicon nitride materials. In addition, demand is increasing in a wide range of fields due to their insulation and corrosion resistance, and the market is predicted to expand in the medium to long term.
The Future of the Niterra GroupNiterra Going Forward
Extend for the future.
Spread out to exceed.
Med-Term Management Plan 2030 - Management Targets
- Grow our top line for sustainable growth by focusing on ceramics-based domains.
- Enhance earning power through growth investments in the ICE and SPE businesses.
| Financial targets | FY3/2025 | FY3/2030 |
|---|---|---|
| Revenue(billion yen) | 652.9 | 1,000 |
| Of which: Component solutions and others | 114.0 | 300.0 |
| EBITDA(billion yen) | 175.0 | 285.0 |
| Operating profit (billion yen) | 129.6 | 210.0 |
| Operating profit margin | 20% | 21% |
| Profit attributable to owners of parent (billion yen) | 92.6 | 145.0 |
| ROIC | 11% | 12% |
| ROE | 14% | 16% |
| Exchange rate | 1 US dollar = 153 yen | 1 US dollar = 135 yen |
1.5 times
1.6 times
EBITDA: Operating profit + Depreciation + Impairment loss
Business Portfolio Transformation by FY 3/2030
- Automotive components business aims for stable growth by reliably capturing the re-evaluation and increasing demand for internal combustion engines.
- Component solutions *2 are being expanded in focus domains, primarily the SPE and silicon nitride businesses, and are also expanding into the xEV market.
We define achieving both of the above as "Business Portfolio Optimization."
Sustainability InitiativesSustainability
We have identified three priority management issues:
"Solving Social Issues," "Human Capital," and "Management Foundation,"
and are promoting a range of initiatives in each area.
01 Brightens the Earth
Solving Social Issues
through our technologies and ideas
02 Diverse and proactive individuals
Human Capital
embody the Niterra Way
03 Establish new global management
Management Foundation
foundation to drive transformation
