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Kioxia Holdings (285A) · TargetAdvancedLatest Management plan (2026-08-27): "Raised"

Disciplined capital investment targeted at no more than 20% of revenue

First written in FY2025. 5 of 10 entries say "Advanced", first in FY2026. Latest entry: 2026-08-30.

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2years
1from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2025 – FY2026-H1AdvancedFY2026 – 2026-08-302025: 220252026: 82026
Same theme, other companies
Reinvestment in R&D, capital expenditures and M&AA theme 71 companies write about · 0 as a headwind · 71 as a tailwind

The whole theme swung hardest in 2025: 3 of 37 companies on the "Worse" side.

5 other companies' latest entry also says "Raised".

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.
Showing 14 of the 71 companies compared. The sentences above are computed from all 71.
Full recordFilings, disclosures and news, newest first
  2. 2026-08-27RaisedManagement plan

    「In light of market trends, this investment is intended to build production facilities on an ongoing basis at the Yokkaichi and Kitakami plants and to strengthen related infrastructure and technologies.」

    Compared with the previous capital investment policy, a large-scale, long-term investment plan totaling approximately ¥5 trillion through 2032 was presented. The original thread remains unchanged.
  3. FY2026AdvancedAnnual report

    「As of the filing date, capital expenditure on a cash-payment basis for the consolidated fiscal year ending March 2027 is expected to be approximately ¥450 billion, mainly for front-end manufacturing equipment and buildings at the Yokkaichi and Kitakami plants.」

    The Group invested ¥283.7 billion in the fiscal year ending March 2026 and plans approximately ¥450 billion of capital expenditure in the following fiscal year. The capital investment discipline itself remains unchanged.
  4. FY2026-H1RestatedAnnual report

    「Capital expenditure during the six-month consolidated accounting period was ¥145.1 billion, including intangible assets and measured on a cash-payment basis.」

    Capital expenditure continues, with the interim report stating that there were no material changes to or fluctuations in capital expenditure.
  5. FY2025First statedAnnual report

    「As an average over the memory market cycle, the Group plans to invest in production equipment and other assets at the Yokkaichi and Kitakami plants, as well as capital expenditure related to R&D, using 20% of revenue or less as a guideline while comprehensively considering demand trends, process technology development and investment efficiency.」

    Capital expenditure and R&D investment are managed with a guideline of no more than 20% of revenue, taking demand trends and investment efficiency into account.
Moved together

"Securing production scale and investment efficiency through a manufacturing joint venture with the Sandisk Group" moved the same way as this thread, in the same document, in 4 of its 10 moves.

4★1
  1. ★This thread
  2. 1Securing production scale and investment efficiency through a manufacturing joint venture with the Sandisk Group4×

★ 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
Kioxia Holdings's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Management plan of 2026-08-27: "Raised".
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Disciplined capital investment targeted at no more than 20% of revenue | Kioxia Holdings Corporation (285A) | Komori