FY27–FY31 Long-Range Capacity PlanningCycle open · Leadership review 12 Sep 2026
Active scenarioFY27–FY31 Balanced BaselineDraft

Capacity Moves

A capacity gap is not a decision. Each move states which gap it addresses, what it changes, what it costs in capital terms and who owns it.

1 confirmed3 proposed

Open gaps to address

0

Sustained gaps in the active scenario

Moves in flight

5

Across all statuses

No-capital moves

2

Phasing, assumptions and policy changes first

Coverage today

99.7%

Active scenario network coverage

Proposed

3

Add NA premium capacity

Smart Series — North America FY30

NA Site Group B · SOP FY30 Jul

Coverage +2.4 pts · Utilization 94% → 87%

Before: Smart Series relies on a single preferred NA line

After: Second qualified premium line in region

Protects the fastest growing premium family against high-side demand.

High capital

Owner: K. Idowu

Validate PR assumption on NA Line 02

Core Handle — North America FY28

NA Site Group B · SOP n/a

Coverage +0.6 pts · Utilization No change

Before: Performance rate carried at 75% from historic data

After: Assumption re-based on the latest line trials

Removes an assumption risk before any capital is requested.

No capital

Owner: K. Idowu

Investigate high-side protection

Network — FY31

Global · SOP n/a

Coverage Assessment · Utilization Assessment

Before: Plan is protected against balanced demand only

After: Understood exposure against 20/80 high side

Quantifies the downside regret before committing capital.

Low capital

Owner: P. Raghavan

Under Review

1

Accelerate EU Line 03 SOP

Premium Handle — Europe FY29 H1

EU Site Group A · SOP FY29 Jan

Coverage +3.1 pts · Utilization 96% → 89%

Before: Structural gap of 140 MSU across FY29 H1

After: Gap fully closed before the FY29 peak

Restores the original commissioning date and removes the FY29 H1 constraint.

Medium capital

Owner: L. Brenner

Confirmed

1

Phase planned downtime

Galaxy — Europe FY29 H2

EU Site Group A · SOP n/a

Coverage +1.2 pts · Utilization 92% → 90%

Before: Full-month outage lands in the FY29 peak

After: Outage split across two low-season months

Removes a temporary exception without any capital requirement.

No capital

Owner: L. Brenner

Closed

0
Nothing here

Gaps resolved by confirmed moves

Traceability runs both ways — from gap to move and back

MoveGaps resolvedCapital classStatus
Accelerate EU Line 03 SOPMagnetic — Europe FY29 H1, Galaxy — Europe FY29 H1Medium capitalUnder Review
Add NA premium capacitySmart Series — North America FY30 H2High capitalProposed
Validate PR assumption on NA Line 02Sonita — North America FY28 H2No capitalProposed
Phase planned downtimeGalaxy — Europe FY29 H2No capitalConfirmed
Investigate high-side protectionAssessment onlyLow capitalProposed