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Shin-Etsu Chemical (4063) · InitiativeSoftenedLatest Earnings (2026-07-24): "Restated"

¥180 billion Capital Investment Plan for the Next Fiscal Year

First written in FY2017. 5 of 12 entries say "Softened", first in FY2020. Latest entry: 2026-07-24.

12entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRaisedFY2018 – FY2019SoftenedFY2020 – FY2021RaisedFY2022 – FY20232017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 32026
Same theme, other companies
New Capital Investment Plan for Fiscal 2022A theme 16 companies write about · 1 as a headwind · 14 as a tailwind

Shin-Etsu Chemical moved to the "Worse" side of this theme in 2020, 6 years before the typical company in this theme (2026).

The whole theme swung hardest in 2020: 3 of 11 companies on the "Worse" side.

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

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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-24RestatedEarnings

    「Investment 3,500」

    The plan for annual capital investment in the fiscal year ending March 2027 is reiterated at ¥350 billion.
  2. FY2026SoftenedAnnual report

    「The capital investment plan for the one-year period following the current consolidated fiscal year, covering new construction and expansion, totals ¥350 billion. The breakdown by segment is as follows.」

    The capital investment plan for the next fiscal year has been reduced from ¥370 billion in the previous fiscal year to ¥350 billion and is to be funded with internal funds.
  3. 2026-04-28SoftenedEarnings

    「Investment 3,500」

    The investment forecast for the fiscal year ending March 2027 is ¥350 billion, above the previous fiscal year's actual ¥339.7 billion but below the previously announced plan of ¥370 billion for the following fiscal year.
  4. FY2025RestatedAnnual report

    「The capital investment plan for the one-year period following the current consolidated fiscal year, covering new construction and expansion, totals ¥370 billion. The breakdown by segment is as follows.」

    The capital investment plan for the next fiscal year is unchanged from the previous fiscal year at ¥370 billion, and funding continues to come from internal funds.
  5. FY2024SoftenedAnnual report

    「The capital investment plan for the one-year period following the current consolidated fiscal year, covering new construction and expansion, totals ¥370 billion. The breakdown by segment is as follows.」

    The capital investment plan for the next fiscal year has been reduced from ¥380 billion in the previous fiscal year to ¥370 billion. Funding continues to come from internal funds.
  6. FY2023RaisedAnnual report

    「The capital investment plan for the one-year period following the current consolidated fiscal year, covering new construction and expansion, totals ¥380 billion. The breakdown by segment is as follows.」

    The capital investment plan for the next fiscal year has been increased from ¥270 billion in the previous fiscal year to ¥380 billion. All funding is planned to come from internal funds.
  7. FY2022RaisedAnnual report

    「The capital investment plan for the one-year period following the current consolidated fiscal year, covering new construction and expansion, totals ¥270 billion. The breakdown by segment is as follows.」

    The capital investment plan for the next fiscal year has been increased from ¥220 billion in the previous fiscal year to ¥270 billion, with internal funds planned for allocation to living-environment infrastructure materials, electronic materials, functional materials and other areas.
  8. FY2021SoftenedAnnual report

    「For the one-year period following the current consolidated fiscal year, the company expects total capital investment of ¥220 billion, approximately 4% below the current-year level, and plans to fund it with internal funds.」

    The capital investment plan for the next fiscal year has been reduced from the previous plan of ¥240 billion to ¥220 billion, approximately 4% below the current-year level. The policy of funding it with internal funds remains unchanged.
  9. FY2020SoftenedAnnual report

    「For the one-year period following the current consolidated fiscal year, the company expects total capital investment of ¥240 billion, approximately 10% below the current-year level, and plans to fund it with internal funds.」

    The capital investment plan has been reduced from the previous plan of ¥300 billion for the next fiscal year to ¥240 billion, approximately 10% below the current-year level. The policy of funding it with internal funds remains unchanged.
  10. FY2019RaisedAnnual report

    「The capital investment plan for the one-year period following the current consolidated fiscal year, covering new construction and expansion, totals ¥300 billion. The breakdown by segment is as follows.」

    The plan for the next fiscal year has been increased from the previous plan of ¥250 billion for the one-year period following the end of the current fiscal year to ¥300 billion, and is to be funded with internal funds.
  11. FY2018RaisedAnnual report

    「With regard to planned significant capital expenditures and their sources of funding, the Group, comprising the Company and its consolidated subsidiaries, expects total capital investment of ¥250 billion for the one-year period following the end of the current fiscal year, approximately 40% higher than the current-year level, and plans to fund it with internal funds.」

    The plan for the one-year period following the end of the current fiscal year has been increased from the previous plan of ¥180 billion for the next fiscal year to ¥250 billion, and is to be funded with internal funds.
  12. FY2017First statedAnnual report

    「The capital investment plan for the one-year period following the current consolidated fiscal year, covering new construction and expansion, totals ¥180 billion. The breakdown by segment is as follows.」

    The company has set capital investment for the next one-year period at ¥180 billion and, for the first time, specified the total amount to be allocated to new construction, expansion, rationalization, maintenance and renewal, and other purposes.
Moved together

"Risk of business performance fluctuations due to the global economy, declining demand and price competition" moved the same way as this thread, in the same document, in 6 of its 12 moves.

654444★123456
  1. ★This thread
  2. 1Risk of business performance fluctuations due to the global economy, declining demand and price competition6×
  3. 2Continuous Enhancement of Corporate Value5×
  4. 3Dividend policy of returning to shareholders the benefits of expanded business earnings and a stronger corporate foundation4×
  5. 4Cross-Shareholdings to Maintain and Strengthen Business Relationships4×
  6. 5Set double-digit growth in consolidated ordinary profit as the performance-linked compensation target4×
  7. 6Raw Material Recycling and Sourcing Diversification for Rare-Earth Magnets, and Bringing the Vietnam Plant Up to Full Capacity4×

★ 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
Shin-Etsu Chemical's next results are scheduled for 2026-10-27. Read the earnings preview It last moved in the Earnings of 2026-07-24: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
¥180 billion Capital Investment Plan for the Next Fiscal Year | Shin-Etsu Chemical Co.,Ltd. (4063) | Komori