Denso ends Niterra plan: Denso stock sits 23.81 percent below its 52-week high

Published on 10/02/2026 at 17:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-quarter revenue rose to JPY 1.91 trillion, up 9.10 percent year over year. Denso stock stood at EUR 10.22 on October 2, 2026 versus EUR 10.30.

Denso, JP3551500006, Illustration mit AI erstellt.

Denso (ISIN JP3551500006) stood at EUR 10.22 at Lang & Schwarz after the Xetra close on October 2, 2026 at 5:30 p.m. CEST, down 0.78 percent from the EUR 10.30 prior close. On the same date, DENSO announced that it and Niterra had agreed to terminate the planned transfer of DENSO's spark plug and exhaust gas sensor businesses, leaving the stock 23.81 percent below its JPY 2,373.00 52-week high.

Denso keeps combustion parts

According to DENSO on October 2, 2026, the companies will not proceed with an agreement signed in September 2025. The planned transaction covered spark plugs, oxygen sensors and air-fuel ratio sensors.

DENSO said its strategy review under the CORE 2030 mid-term plan found that continuing to operate the businesses would better support diversified mobility. The company also pointed to demand for diverse powertrains lasting longer than initially expected as electrification advances across different regions.

Quarterly numbers show pressure

In the first quarter of fiscal 2027, revenue rose 9.10 percent year over year to JPY 1.91 trillion, while operating profit fell 21.50 percent to JPY 84.20 billion, according to Beikabumap in figures published for the period ended June 30, 2026. The contrast matters because sales growth has not translated into equivalent profit expansion.

For fiscal 2026, revenue reached JPY 7.54 trillion, up 5.30 percent from the previous year, while operating profit was JPY 552.50 billion, according to Yuhodb. That full-year comparison provides the stronger earnings backdrop behind the decision to retain businesses tied to internal-combustion demand.

Stock stays below yearly high

On the Tokyo Stock Exchange, Denso was last at JPY 1,808.00 on October 2, 2026 at 3:30 p.m. JST. Its JPY 1,801.00 to JPY 2,373.00 52-week range puts the primary-market quote 23.81 percent below the high, while the market capitalization was JPY 4.5 trillion.

DENSO's investor calendar lists fiscal 2027 second-quarter results for October 29, 2026, according to its investor-relations page. That date gives the market a defined checkpoint for testing whether stronger sales can offset pressure on operating profit.

EUR 10.22 after the Xetra close

Denso was trading at EUR 10.22 at Lang & Schwarz on October 2, 2026 at 5:30 p.m. CEST, minus 0.78 percent versus the EUR 10.30 prior close at Lang & Schwarz on October 1, 2026.