ANA Holdings Inc.
Notice Regarding Changes to Fixed Asset (Aircraft) Acquisition
The acquisition of Boeing 787-10 aircraft has been reduced from 11 to 8 units, with 3 Boeing 787-9 aircraft added in fiscal 2027. The total investment amount is expected to be below the initial plan, with no change in earnings guidance.
Key Figures
- Number of Boeing 787-10 Aircraft Acquired: 8 units (reduced from initially 11 units)
- Number of Boeing 787-9 Aircraft Acquired: 3 units (new addition in fiscal 2027)
- Consolidated Net Sales Forecast for Fiscal Year Ending March 2026: ¥2,480 billion (no change)
AI要約
Details of Aircraft Acquisition Plan Changes
ANA Holdings Inc. has revised its aircraft acquisition plan announced on February 25, 2020, reducing the number of Boeing 787-10 aircraft to be acquired from 11 to 8 units, with delivery timing delayed from fiscal years 2022–2024 to fiscal years 2023–2026. In addition, the company has added a plan to acquire three Boeing 787-9 aircraft in fiscal 2027. The catalog price for the 787-9 aircraft is ¥40 billion per unit (converted at 1 USD = ¥140). Due to the model changes, the total investment amount in USD terms is expected to be below the original plan. Of the eight Boeing 787-10 aircraft, seven have already been received.
Future Outlook and Impact on Earnings Guidance
This change in the aircraft purchase plan aims to ensure the stable execution of medium-to-long-term business plans. There is no change to the earnings guidance for the fiscal year ending March 2026, announced on October 30, 2025. The consolidated net sales forecast is ¥2,480 billion, consolidated operating income forecast is ¥200 billion, and net income attributable to owners of the parent forecast is ¥145 billion.
