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Subaru (7270) · TargetSoftenedLatest Earnings presentation (2026-08-05): "Advanced"

Launch of New Engines, Plug-in Hybrid Vehicles and Electric Vehicles

First written in FY2016. 12 of 21 entries say "Advanced", first in FY2018. Latest entry: 2026-10-13.

21entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017AdvancedFY2018 – FY2026-H12016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 220232024: 120242025: 220252026: 92026
Same theme, other companies
Development of an Engine Product Lineup to Address Emissions Regulations and ElectrificationA theme 11 companies write about · 0 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2024: 1 of 8 companies on the "Worse" side.

6 other companies' latest entry also says "Advanced".

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. 2026-08-05AdvancedEarnings presentation

    「We will shortly begin mixed production of BEV and ICE vehicles at the Yajima Plant, with the aim of maximizing unit sales.」

    The Company presented a plan to begin mixed production of BEV and ICE vehicles at the Yajima Plant shortly, moving the production structure for electrified products into the implementation phase.
  2. FY2026SoftenedAnnual report

    「The launch of in-house-developed BEVs has been postponed, and development resources will be shifted to ICE-related products.」

    While maintaining the view that BEVs will be the mainstay in the future, the company postponed the launch of in-house-developed BEVs and reallocated mass-production development resources to ICE-related products. It also indicated a policy of further strengthening R&D for next-generation ICEs, including HEVs.
  3. FY2026-H1AdvancedAnnual report

    「Domestic production during the six-month consolidated accounting period fell to 277,000 units, down 21,000 units, or 6.9%, year on year, due to construction for in-house production of battery EVs.」

    Construction for in-house BEV production entered the implementation stage, causing domestic production to decline 6.9% year on year. Concrete progress in the electrification and in-house production plans was indicated.
  4. FY2025AdvancedAnnual report

    「For the BEV market launch, we plan to offer a lineup of 4 SUV models by the end of 2026 and 4 additional models by the end of 2028, for a total of 8 models.」

    While continuing its electrified-product plan, the company specified a product rollout combining BEVs, HEVs and ICE vehicles, including the announcement of Crosstrek and Forester models equipped with the next-generation e-BOXER and plans to introduce the new Trailseeker in the United States from 2026 onward.
  5. FY2024AdvancedAnnual report

    「For the BEV market launch, we plan to offer a lineup of 4 SUV models by the end of 2026 and 4 additional models by the end of 2028, for a total of 8 models.」

    The electrified-product launch plan was made concrete with 4 SUV models by the end of 2026 and 8 models in total by the end of 2028, while next-generation e-BOXER deployment in the Forester and Crosstrek is also planned.
  6. FY2024-Q2RaisedAnnual report

    「Regarding the 2030 milestone, the previous plan called for BEVs and hybrid vehicles to account for at least 40% of global sales, but the target was substantially revised upward to achieve an electrification ratio of 50% with BEVs alone.」

    The 2030 electrification target was raised from “at least 40% BEVs and hybrid vehicles” to “50% BEVs alone.” The company also presented a product plan to add 4 BEV models by the end of 2028, bringing the total to 8 models.
  7. FY2023RaisedAnnual report

    「We are preparing to raise BEV production capacity at the Yajima Plant from the initially planned 100,000 units per year to 200,000 units by around 2026. As a result, BEV production capacity from 2028 onward is expected to reach approximately 400,000 units together with the newly established Oizumi Plant. We are also targeting global BEV sales of 200,000 units in 2026.」

    Regarding in-house BEV production capacity, the plan was expanded to raise the Yajima Plant’s capacity from 100,000 to 200,000 units per year and reach approximately 400,000 units together with the Oizumi Plant from 2028 onward. The company also indicated a target of 200,000 global BEV sales in 2026 and the launch of 3 new SUV-type models.
  8. FY2022AdvancedAnnual report

    「As part of its production roadmap, we will target around 2025 to begin in-house production of BEVs and gradually increase supply capacity. Over five years, we plan to invest ¥250 billion in establishing in-house BEV production, including the conversion of a line currently under consideration to a BEV-dedicated line, and in building a production system for next-generation e-BOXER units.」

    The company made its electrified-product launch policy more concrete, targeting the start of in-house BEV production around 2025, establishing a production system for next-generation e-BOXER units and investing ¥250 billion over five years.
  9. FY2021AdvancedAnnual report

    「The new SUBARU BRZ, jointly developed by the two companies, and SUBARU’s first global EV, SOLTERRA, scheduled to go on sale around mid-2022, embody the shared vision of “making ever-better cars” by bringing together the strengths of both companies.」

    Regarding its policy for launching electrified products, the company specified its product plan by scheduling the launch of its first global EV, SOLTERRA, jointly developed with Toyota, around mid-2022.
  10. FY2020AdvancedAnnual report

    「To launch a “SUBARU-like” EV that meets customer expectations at an early stage, we are jointly developing with Toyota an EV-dedicated platform for mid- to large-size passenger vehicles and an EV SUV model in the C-segment class.」

    The company moved beyond its previous policy of launching plug-in hybrid and electric vehicles and made concrete plans for the joint development of an EV-dedicated platform and a C-segment SUV.
  11. FY2019AdvancedAnnual report

    「We launched our first plug-in hybrid model, the CROSSTREK HYBRID, in the United States.」

    Regarding the market-launch plan for electrified products, the company launched its first plug-in hybrid model in the United States and also introduced the SUBARU XV e-BOXER.
  12. FY2018AdvancedAnnual report

    「Launch of electrified vehicles into the market, beginning with a plug-in hybrid vehicle in the U.S. market in 2018」

    The company moved beyond its previous electrification R&D policy and specified a market-launch plan starting with the introduction of a plug-in hybrid vehicle to the U.S. market in 2018.
  13. FY2017RestatedAnnual report

    「We are pursuing research and development across a broad range of areas, including power units with further improved environmental performance and next-generation electrified products.」

    Research and development of electrified products and power units with high environmental performance is continuing, but no new launch timing has been indicated.
  14. FY2016First statedAnnual report

    「We planned to introduce new downsized turbo engines sequentially from 2019, as well as launch plug-in hybrid vehicles in 2018 and electric vehicles in 2021, with a view to global expansion, to address U.S. ZEV regulations.」

    The company planned to address environmental regulations by improving internal-combustion engines and introducing electrified products.
Launch of New Engines, Plug-in Hybrid Vehicles and Electric Vehicles | SUBARU CORPORATION (7270) | Komori