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Earnings presentation7270SUBARU CORPORATIONAutomobiles and transportation equipment

Presentation Materials for Analysts on the Financial Results for the Fiscal Year Ending March 2026

The impact of approximately ¥300 billion was incurred due to U.S. additional tariffs, foreign exchange fluctuations, surging raw material costs and other factors. Large expenses related to environmental credits and BEVs also peaked in the fiscal year ending March 2026, resulting in operating profit of ¥40.1 billion.

Worth reading
36Immaterial
Scored from 5 of 6 sections
Direction
Deterioration
Direction inferred from the company’s description.
Scale
3000
Hundreds of millions of yen
Wording
Definitive
How definitive the wording is.

Contents of this document

Earnings presentationFiscal year ending March 20262 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Operating profit¥401 million
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
  • U.S. additional tariffs, foreign exchange fluctuations, surging raw material costs and other factorsAround ¥300 billion
New initiatives
  • Agile responses in development, production and sales
  • Formulation and communication of the 2025 policy
Contents of this document
ItemDetails
Document typeEarnings presentation
Fiscal Period CoveredFiscal year ending March 2026
Operating profit¥401 million
Breakdown of Factors Affecting the ChangeFactors U.S. additional tariffs, foreign exchange fluctuations, surging raw material costs and other factors / Amount Around ¥300 billion
New initiativesAgile responses in development, production and sales, Formulation and communication of the 2025 policy
Items this document does not state (26)
Net SalesOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareKey points of the Q&A

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The company cited U.S. additional tariffs, foreign exchange fluctuations and surging raw material costs, as well as large expenses related to environmental credits and BEVs following a substantial easing of U.S. environmental regulations.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Presentation Materials for Analysts on the Financial Results for the Fiscal Year Ending March 2026 | SUBARU CORPORATION (7270) timely disclosure | Komori