• Subaru released a transcript of its FYE2026 Q4 analyst briefing Q&A, attended by management and analysts.
• Management detailed a JPY 150 billion major-expense decline in the FYE2027 operating profit forecast, led by BEV, tariff, and environmental costs.
• It built in a little over JPY 20 billion from Middle East disruption within a broader JPY 130 billion hit from procurement inflation.
• Management flagged raw materials and market conditions as key risks, offset by pricing discipline, cost innovation, and rising value chain profit.
• In the U.S., it kept a 4.2% CY2026 share target, cited resilient demand, tighter incentives, and flexibility on allocation to protect margins.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Subaru Corporation published the original content used to generate this news brief on May 29, 2026, and is solely responsible for the information contained therein.