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Subaru (7270) · InitiativeReframed

Concentration of Development Resources on the Automotive Business

First written in FY2016. 3 of 7 entries say "Advanced", first in FY2017-Q3. Latest entry: FY2026.

7entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2017RestatedFY2019AdvancedFY20242016: 120162017: 220172018: 020182019: 120192020: 020202021: 020212022: 020222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Business Concentration in Automotive and Acoustics and Vibration, with a Shift to EngineeringA theme 4 companies write about · 0 as a headwind · 5 as a tailwind

Subaru moved to the "Worse" side of this theme in 2026.

1 other company's 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. FY2026ReframedAnnual report

    「The view that BEVs will become the mainstay over the medium to long term remains unchanged. However, in light of rising demand for HEVs and the renewed evaluation of internal-combustion engines, we determined that it would be appropriate to delay the timing of full-scale investment in BEV mass production and scrutinized and revised the details of the previous ¥1.5 trillion electrification investment plan.」

    The previous concentration of resources on BEVs was reorganized into flexible resource allocation responding to market changes and a diverse product lineup including BEVs, HEVs and ICE vehicles.
  2. FY2024AdvancedAnnual report

    「During the transition from internal-combustion engines to BEVs, we will combine the renewal of our development processes and product planning with the decision to overhaul our production system through the reorganization of domestic and overseas plants, and concentrate resources on BEVs to achieve manufacturing innovation and value creation at an early stage.」

    The concentration of resources on the automotive business advanced into an integrated plan combining resource allocation to BEVs, domestic and overseas plant reorganization, and the renewal of development processes and product planning.
  3. FY2024-Q2ReframedAnnual report

    「During the transition from internal-combustion engines to BEVs, we will combine the renewal of our development processes and product planning with the decision to overhaul our production system through the reorganization of domestic and overseas plants, and concentrate resources on BEVs to achieve manufacturing innovation and value creation at an early stage.」

    The previous policy of concentrating development resources on the automotive business was reorganized around concentrating resources on BEVs, reorganizing domestic and overseas plants, and overhauling development processes and product planning.
  4. FY2019RestatedAnnual report

    「With the automotive business at its core, we have introduced an in-house company structure for the aerospace business division to clarify responsibilities and accelerate execution.」

    The company continues its policy of allocating business resources and executing operations with the automotive business at its core and the aerospace business operated under an in-house company structure.
  5. FY2017AdvancedAnnual report

    「Research and development activities have essentially been suspended following the decision to end the industrial equipment business, although some engine development continues under existing customer contracts and other agreements.」

    Following the decision to end the industrial equipment business, the company reached the stage of essentially suspending R&D activities. However, some engine development continues under existing contracts.
  6. FY2017-Q3AdvancedAnnual report

    「Industrial equipment, which had previously been a reportable segment, is included in the “Other” category from the current third-quarter consolidated accounting period following the decision to end the industrial equipment business at a meeting of the Board of Directors held on 2 November 2016.」

    The company moved beyond suspending development projects and transferring management resources to the automotive division and decided on 2 November 2016 to end the industrial equipment business itself. It also recorded a business-termination loss of ¥4,978 million and an impairment loss of ¥1,201 million.
  7. FY2016First statedAnnual report

    「We will reorganize the industrial equipment company as part of Subaru’s automotive division. Manufacturing, sales and service of existing industrial equipment products will continue for the time being, but we plan to gradually allocate management resources, including development personnel, to the automotive division by suspending development projects.」

    The policy is to continue the existing industrial equipment business while suspending development projects and reallocating personnel and other resources to automotive development.
Moved together

"Value-Added Management: “Polishing the Subaru Brand”" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333322★123456
  1. ★This thread
  2. 1Value-Added Management: “Polishing the Subaru Brand”3×
  3. 2Expansion of global production capacity to 1.03 million and 1.13 million units3×
  4. 3Record-high unit sales, led by North America3×
  5. 4Ongoing dividends based primarily on a consolidated payout ratio of 20%–40%3×
  6. 5Launch of New Engines, Plug-in Hybrid Vehicles and Electric Vehicles2×
  7. 6Strengthening Corporate Governance2×

★ 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
No upcoming earnings preview for Subaru yet.
News
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Concentration of Development Resources on the Automotive Business | SUBARU CORPORATION (7270) | Komori