• UACJ released an IR-Day 2026 Q&A transcript from a May 29 webcast attended by 94 participants, including the president and senior executives.
• Management flagged recycling initiatives as a key earnings driver, citing JPY 14.4 billion gains from higher scrap usage, running ahead of plan.
• North America outlook stayed constructive: scrap spreads seen favorable through this year, supported by structural factors and diversified sourcing.
• US capacity expansion framed as debottlenecking with high capital efficiency, funded from operating cash; further “phase two” options remain under review.
• US market described as structurally short despite new rolling mills, with customers prioritizing reliable coil supply; ROIC improvement tied to a JPY 65 billion business profit plan and working-capital cuts.

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. UACJ Corporation published the original content used to generate this news brief on June 02, 2026, and is solely responsible for the information contained therein.