UACJ posts transcript of IR-Day 2026 presentation webcast

  • UACJ’s May 29, 2026 IR-Day 2026 webcast drew 94 participants; speakers included President Shinji Tanaka, CFO Kozo Okada, EVP Keizo Hashimoto, and Tri-Arrows Aluminum CEO Henry Gordinier.
  • Management kept final-year targets for the fourth mid-term plan unchanged, projecting FY2026 business profit of JPY 65 billion, with a JPY 60 billion base-case amid uncertainty.
  • Adjusted EBITDA forecast at JPY 109 billion for FY2026; emphasis on sustaining a D/E ratio below 1x while lifting earnings resilience.
  • Strategic investment plan raised to JPY 165 billion from JPY 160 billion, with higher maintenance and safety capex driven by inflation, partly offset by subsidies.
  • Growth capex reallocated as North American BEV momentum “plateaus”; automotive parts investment cut to JPY 4 billion from JPY 15 billion, with more directed to aerospace/defense.


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