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M&A and Subsidiary Changes9202ANA HOLDINGS INC.Transportation and Logistics

Notice Regarding the Change in the Acquisition of Fixed Assets (Aircraft)

For the 11 aircraft already ordered, the aircraft mix has been changed from 11 Boeing 787-10 aircraft to 8 Boeing 787-10 aircraft and 3 Boeing 787-9 aircraft. The delivery schedule for the Boeing 787-10 aircraft has also changed, and the total investment following the model change is expected to be below the original plan.

Worth reading
44Recurring
Scored from 2 of 5 sections
Direction
Neutral
Direction inferred from the company’s description.
Scale
400
¥100 million per aircraft
Wording
Conditional
How definitive the wording is.

This transaction

Change in the Acquisition of Fixed Assets (Aircraft)
Date of board resolution25 March 2026
Contract Date25 March 2026
Execution Date / Effective DateAsset delivery date: 8 Boeing 787-10 aircraft, fiscal years 2023 to 2026; 3 Boeing 787-9 aircraft, fiscal year 2027
Consideration and expenses
Acquisition priceList price of a Boeing 787-9 aircraft: ¥40 billion per aircraft (excluding price escalation and including engines)
Impact on Business Performance

There is no change to the earnings forecast for the fiscal year ending March 2026.

This transaction
ItemDetails
Transaction nameChange in the Acquisition of Fixed Assets (Aircraft)
Acquisition priceList price of a Boeing 787-9 aircraft: ¥40 billion per aircraft (excluding price escalation and including engines)
Impact on Business PerformanceThere is no change to the earnings forecast for the fiscal year ending March 2026.
Date of board resolution25 March 2026
Contract Date25 March 2026
Execution Date / Effective DateAsset delivery date: 8 Boeing 787-10 aircraft, fiscal years 2023 to 2026; 3 Boeing 787-9 aircraft, fiscal year 2027
Items this document does not state (26)
Counterparty nameName of the Subject CompanyBusiness Description of the Subject CompanyLocation of the Subject CompanyCapital Stock of the Subject CompanyDate of Establishment of the Subject CompanyNet Sales of the Subject CompanyOperating Profit of the Subject CompanyNet Income of the Subject CompanyNet Assets of the Subject CompanyExpenses other than the acquisition priceType of ConsiderationMerger ratio/share exchange ratioTender offer priceMinimum number of shares to be purchasedTender offer periodNumber of shares acquiredVoting rights ownership percentageFunding arrangementsGoodwill amountAmount of extraordinary income (loss)Valuation methodologyIndependent valuation institutionSpecial CommitteeConditions Precedent to ExecutionManagement structure after acquisition

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.

To change the models of aircraft already ordered in preparation for the future expansion of the international passenger business under the ANA brand, thereby enabling the stable execution of the medium- to long-term business plan.

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.
Notice Regarding the Change in the Acquisition of Fixed Assets (Aircraft) | ANA HOLDINGS INC. (9202) timely disclosure | Komori