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Denso (6902) · TargetReframed

Focus on five fields: electrification, ADAS/AD, connected technologies, Factory IoT and factory automation (FA)

First written in FY2017. 17 of 21 entries say "Restated". Latest entry: 2026-05-23.

21entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2024-Q3ReframedFY2025 – 2026-05-232017: 120172018: 320182019: 320192020: 320202021: 320212022: 320222023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
Electrification, Automation and Connectivity for Next-Generation VehiclesA theme 13 companies write about · 0 as a headwind · 13 as a tailwind

Denso moved to the "Worse" side of this theme in 2025.

The whole theme swung hardest in 2025: 1 of 6 companies on the "Worse" side.

0 other companies' latest entry also says "Reframed".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-23ReframedGeneral Meetings of Shareholders

    「① Enhancing product creation to address the diversification of mobility: We will deepen foundational technologies such as high-performance semiconductors and materials development, integrate them optimally with customer and social needs, and expand their value to the vehicle as a whole through energy management and highly reliable ADAS systems.」

    The explanation has been reorganized from a list of previous priority areas into the CORE 2030 approach to product creation, integrating semiconductors and materials, energy management and highly reliable ADAS into value for the vehicle as a whole.
  2. FY2025ReframedAnnual report

    「In the environmental field, the company is expanding its development scope beyond conventional automotive products that contribute to vehicle electrification and mobility, to infrastructure systems that support the adoption of electric vehicles and the circular economy (CE), which is essential to achieving carbon neutrality.」

    The development scope has expanded from the previous four areas of electrification, ADAS, connected vehicles and non-automotive businesses to include EV infrastructure, the circular economy, hydrogen, semiconductors and software, among others.
  3. FY2024-Q3RestatedAnnual report

    「Through the realization of expanded sales centered on focus areas such as electrification and comfort and safety products」

    The company continues to position expanded sales centered on focus areas such as electrification and comfort and safety products as a means of growing revenue in the nine months through the third quarter under review.
  4. FY2024-Q1RestatedAnnual report

    「Through the realization of expanded sales centered on focus areas such as electrification and comfort and safety products」

    The company continues to position expanded sales centered on focus areas such as electrification and comfort and safety products as a means of increasing revenue in the quarter under review.
  5. FY2023-Q3RestatedAnnual report

    「Amid the realization of expanded sales centered on focus areas such as electrification and the yen's weakening trend」

    The company continues to position expanded sales centered on focus areas such as electrification as a means of growing revenue.
  6. FY2023-Q2RestatedAnnual report

    「Through the realization of expanded sales centered on focus areas such as electrification and the yen's weakening trend」

    The company continues to position expanded sales centered on focus areas such as electrification as a means of growing revenue.
  7. FY2023-Q1RestatedAnnual report

    「Through expanded sales centered on focus areas such as electrification and favorable foreign exchange movements」

    The company continues to position expanded sales centered on focus areas such as electrification as a means of growing revenue.
  8. FY2022-Q3RestatedAnnual report

    「As a roadmap for realizing this long-term policy, we formulated the “DENSO Group Long-Term Vision for 2025,” designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as priority fields, and will contribute to building a society filled with smiles through our business activities.」

    The company continues to identify the same four focus areas.
  9. FY2022-Q2RestatedAnnual report

    「As a roadmap for realizing this long-term policy, we formulated the “DENSO Group Long-Term Vision for 2025,” designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as priority fields, and will contribute to building a society filled with smiles through our business activities.」

    The company continues to identify the same four focus areas.
  10. FY2022-Q1RestatedAnnual report

    「The company formulated the DENSO Group 2025 Long-Term Vision, designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as its focus areas, and will contribute through its business activities to creating a society filled with smiles.」

    The company reconfirmed the same four focus areas under its 2025 Long-Term Vision.
  11. FY2021RestatedAnnual report

    「As its business pillars, the company is pursuing the four focus areas set out in its 2030 Long-Term Policy: electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA and agriculture).」

    The company reconfirmed the four focus areas based on its 2030 Long-Term Policy as business pillars in its FY2021 research and development activities.
  12. FY2021-Q2RestatedAnnual report

    「As a roadmap for realizing this long-term policy, we formulated the “DENSO Group Long-Term Vision for 2025,” designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as priority fields, and will contribute to building a society filled with smiles through our business activities.」

    The company reconfirmed the same four focus areas: electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA and agriculture).
  13. FY2020RestatedAnnual report

    「As its growth targets for fiscal 2025, the company aims to achieve revenue of ¥7 trillion and an operating margin of 10% by growing in new mobility fields created by electrification and automated driving. To this end, it established the five pillars of management reform and is advancing management reform while focusing on four areas: electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA and agriculture).」

    The company reconfirmed its fiscal 2025 growth targets, four focus areas and five pillars of management reform.
  14. FY2020-Q3RestatedAnnual report

    「As a roadmap for realizing this long-term policy, we formulated the “DENSO Group Long-Term Vision for 2025,” designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as priority fields, and will contribute to building a society filled with smiles through our business activities.」

    The company reconfirmed the same four focus areas: electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA and agriculture).
  15. FY2020-Q2RestatedAnnual report

    「The company formulated the DENSO Group 2025 Long-Term Vision, designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as its focus areas, and will contribute through its business activities to creating a society filled with smiles.」

    The company reconfirmed the same four focus areas: electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA and agriculture).
  16. FY2020-Q1RestatedAnnual report

    「The company formulated the DENSO Group 2025 Long-Term Vision, designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as its focus areas, and will contribute through its business activities to creating a society filled with smiles.」

    The company reconfirmed the same four focus areas: electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA and agriculture).
  17. FY2019RestatedAnnual report

    「The company designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA and agriculture) as its focus areas and will contribute through its business activities to creating a society filled with smiles.」

    The company reconfirmed the same four focus areas.
  18. FY2019-Q2RestatedAnnual report

    「The company formulated the DENSO Group 2025 Long-Term Vision, designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as its focus areas, and will contribute through its business activities to creating a society filled with smiles.」

    The company reconfirmed the same four priority areas in the second quarter under review.
  19. FY2019-Q1RestatedAnnual report

    「The company designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA*/agriculture) as its focus areas and will contribute through its business activities to creating a society filled with smiles.」

    The company reconfirmed the same four priority areas in the first quarter under review.
  20. FY2018ReframedAnnual report

    「The company designated electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA/agriculture) as its focus areas, and established the five pillars of management reform to strengthen its organizational capabilities, reflecting its commitment to transforming the organization into one capable of competing even in a turbulent environment.」

    The priority areas have been reorganized from the previous five into four: electrification, advanced safety and automated driving, connected vehicles, and non-automotive businesses (FA and agriculture).
  21. FY2017First statedAnnual report

    「Key focus areas: 1. Electrification (hybrid and electric vehicles) 2. ADAS (advanced driver-assistance systems)/AD (automated driving) 3. Connected vehicles 4. Manufacturing: Factory IoT 5. FA (factory automation) business」

    The company has identified and explicitly presented five priority areas for the first time to achieve its long-term policy.
Moved together

"Growth plan focused on the environment, safety and security, over-the-counter products and new businesses, and overseas markets" moved the same way as this thread, in the same document, in 3 of its 21 moves.

32★12
  1. ★This thread
  2. 1Growth plan focused on the environment, safety and security, over-the-counter products and new businesses, and overseas markets3×
  3. 2Preserving the global environment and creating a secure and safe society2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Denso's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-23: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Focus on five fields: electrification, ADAS/AD, connected technologies, Factory IoT and factory automation (FA) | DENSO CORPORATION (6902) | Komori