{"id":33155,"date":"2026-03-04T16:06:16","date_gmt":"2026-03-04T07:06:16","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/4208-20260304-02_wp_business_update\/"},"modified":"2026-03-04T16:06:16","modified_gmt":"2026-03-04T07:06:16","slug":"4208-20260304-02_wp_business_update","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-4208\/ir\/4208-20260304-02_wp_business_update\/","title":{"rendered":"(Change in Disclosure) Notice Regarding Changes to the DMC and EMC Plant Construction Plan in the United States"},"content":{"rendered":"<p>The capital investment for the DMC and EMC plant construction plan in the U.S. has been increased from approximately USD 500 million to approximately USD 700 million, and the start of operations has been postponed from November 2026 to the first quarter of fiscal 2027. An additional capital injection of USD 200 million is planned.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"4208","jir_company_name":"UBE Industries, Ltd.","jir_importance":"\u2605\u2605\u2605\u2606\u2606","jir_publication_date":"2026-03-04","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/03\/4208-20260304-02.pdf","jir_short_summary":"The capital investment for the DMC and EMC plant construction plan in the U.S. has been increased from approximately USD 500 million to approximately USD 700 million, and the start of operations has been postponed from November 2026 to the first quarter of fiscal 2027. An additional capital injection of USD 200 million is planned.","jir_summary":"### Details of the Plant Construction Plan Changes\nRegarding the construction plan of dimethyl carbonate (DMC) and ethyl methyl carbonate (EMC) plants in Louisiana, USA, the capital investment amount has been increased from approximately USD 500 million to approximately USD 700 million, and the start of operations has been postponed from November 2026 to the first quarter of fiscal 2027. The main reasons for the increase are soaring material prices, rising construction costs, additional tariff measures, and schedule impacts due to delayed equipment delivery.\n\n### Additional Capital Injection and Future Outlook\nAccompanying the increase in capital investment, an additional capital injection of USD 200 million is planned for the U.S. subsidiary, UBE C1 CHEMICALS AMERICA, INC., raising its capital from USD 200 million to USD 400 million. DMC and EMC are primarily raw materials for lithium-ion battery electrolytes. Although demand growth is moderate due to a slowdown in EV adoption, demand for backup power uses in AI data centers remains strong. As the sole manufacturer and supplier in the U.S., it will contribute to stable supply and strengthening the industrial base. The impact on consolidated business results is expected to be minimal.","jir_financial_highlights":"Capital Investment Amount: Approximately USD 700 million (Increased from approx. USD 500 million)\nStart of Operations: Planned for Q1 Fiscal 2027 (Postponed from November 2026 (planned))\nAdditional Capital Injection to Subsidiary: USD 200 million (Unknown)\nConsolidated Net Sales Forecast for Fiscal Year Ending March 2026: JPY 490,000 million (Increased from JPY 486,802 million for fiscal year ended March 2025)\nConsolidated Operating Income Forecast for Fiscal Year Ending March 2026: JPY 25,000 million (Increased from JPY 18,045 million for fiscal year ended March 2025)\nNet Income Attributable to Owners of Parent for Fiscal Year Ending March 2026: JPY 27,500 million (Significant increase from a loss of JPY 4,816 million for fiscal year ended March 2025)","jir_category":"","jir_hashtags":"#UBEIndustriesLtd, #BusinessStrategy, #PlantConstructionPlanChange, #JapaneseStocks","jir_key_figures":"Capital Investment Amount: Approximately USD 700 million (increased from approx. USD 500 million)\nStart of Operations: Planned for Q1 Fiscal 2027 (postponed from November 2026)\nAdditional Capital Injection: USD 200 million (planned for U.S. subsidiary)","jir_meta_title":"UBE Industries, Ltd. Announces Increase in U.S. DMC and EMC Plant Investment to USD 700 Million and Operation Delay","jir_meta_description":"UBE Industries, Ltd. has increased capital investment for the U.S. DMC and EMC plant construction plan from approximately USD 500 million to approximately USD 700 million and postponed the start of operations to the first quarter of fiscal 2027. An additional capital injection of USD 200 million is planned, with minimal impact expected on consolidated results.","jir_og_title":"UBE Industries, Ltd. Announces Changes to U.S. Plant Construction Plan","jir_og_description":"Announced increased capital investment and operational delay, along with a planned additional capital injection, strengthening stable supply in the U.S. market.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":8772,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"business_update","footnotes":""},"sector":[],"importance":[],"class_list":["post-33155","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>(Change in Disclosure) Notice Regarding Changes to the DMC and EMC Plant Construction Plan in the United States - Japan IR<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/japanir.jp\/en\/company\/company-4208\/ir\/4208-20260304-02_wp_business_update\/\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/japanir.jp\/en\/company\/company-4208\/ir\/4208-20260304-02_wp_business_update\/\",\"url\":\"https:\/\/japanir.jp\/en\/company\/company-4208\/ir\/4208-20260304-02_wp_business_update\/\",\"name\":\"(Change in Disclosure) Notice Regarding Changes to the DMC and EMC Plant Construction Plan in the United States - 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