Komori
Sds Holdings (1711) · InitiativeAdvanced

Promoting the PPA Business

First written in FY2024-Q2. 6 of 9 entries say "Advanced", first in FY2024-Q3. Latest entry: 2026-08-27.

9entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseReframedFY2024AdvancedFY2025-H1 – FY2026-H12023: 120232024: 320242025: 220252026: 32026
Same theme, other companies
Development of Post-FIT PPA and High-Value-Added Renewable Energy BusinessesA theme 11 companies write about · 0 as a headwind · 13 as a tailwind

7 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-27AdvancedOther Disclosures

    「Specifically, we intend to support the development of power plants with capacity of approximately 100 megawatts (MW) in that country by working with local securities companies, construction companies, and solar power development companies.」

    The Company presented a plan to expand its target regions and business scale beyond owning and operating solar power generation facilities in Japan and developing the secondary market, to supporting the development of approximately 100 MW-scale power plants overseas.
  2. FY2026AdvancedAnnual report

    「For the consolidated fiscal year under review (from 1 April 2025 to 31 March 2026) Revenue recognized over time 370,845 293,821 ― ― 664,666 Revenue recognized at a point in time ― 230,944 4,229,035 395 4,460,374 Revenue from contracts with customers 370,845 524,765 4,229,035 395 5,125,041」

    In the solar power business, the Company recorded ¥293.821 million for revenue recognized over time, ¥230.944 million for revenue recognized at a point in time, and ¥524.765 million in revenue from contracts with customers. Results disclosed for the renewable energy business include electricity sales from Company-owned facilities and transactions in the secondary market.
  3. 2026-05-15Cited as achievedRevision of earnings forecasts

    「In addition, 株式会社ONEEXE earns revenue from electricity sales generated by solar power facilities and operates as an energy conservation business utilizing renewable energy.」

    The disclosures describe operating results from earning revenue through electricity sales in the solar power business, which generated full-year sales of ¥515 million.
  4. FY2026-H1AdvancedAnnual report

    「From the current interim consolidated accounting period, the Company has presented separately its “solar power business,” which sells existing solar power generation facilities in the secondary market. Revenue from external customers 165,896 87,652 2,131,447 395 2,385,391」

    In connection with the ownership and operation of PPA and solar power generation facilities and expansion into the secondary market, the company disclosed its solar power business, which sells existing solar power generation facilities in the secondary distribution market, as a separate segment. Revenue from the solar power business for the current interim period was ¥87.652 million.
  5. FY2025AdvancedAnnual report

    「At a meeting of its Board of Directors held on 11 September 2024, ONE EXE resolved to acquire the mega-solar power generation business in Ichihara, Chiba Prefecture, from 株式会社エステート末広. On the same date, it entered into a business transfer agreement with the company and completed the business acquisition on 18 November 2024.」

    ONE EXE acquired a mega-solar power generation project in Ichihara, Chiba Prefecture, on 18 November 2024, with a view to expanding into PPA-related businesses, owning and operating solar power generation facilities, and entering the secondary market. The company aims to monetize the project at an early stage through repowering, due diligence and participation in the formation of private renewable energy funds.
  6. FY2025-H1AdvancedAnnual report

    「The purpose of acquiring the power generation facilities under this agreement is for the Group to own them and obtain stable electricity sales revenue. As an important initiative and the first step toward achieving the medium-term management plan, the Company will use this track record as a starting point to develop growth areas across the solar power generation business, including the secondary market for solar power generation facilities and PPA-related businesses, while continuing to actively consider acquiring projects involving renewable energy facilities and other assets. (3) Generation capacity 1,650.53kW (4) Electricity sales price Fixed FIT price: ¥26.4/kWh; remaining period: 14 years 6 months」

    To expand its PPA-related business and enter the secondary market for solar power generation facilities, the company entered into an agreement to acquire a mega-solar facility with generating capacity of 1,650.53 kW, a FIT purchase price of ¥26.4/kWh, and a remaining term of 14 years and 6 months.
  7. FY2024ReframedAnnual report

    「The medium-term management plan announced in September 2023 identifies the acquisition and operation of solar power generation facilities by the company as a new business from the current fiscal year onward. We have previously constructed self-consumption solar power generation facilities as a business, but going forward we intend to use this experience to operate solar power generation facilities ourselves and actively participate in the secondary market for these facilities, thereby contributing to the expansion of Japan's renewable energy market and the realization of a decarbonized society.」

    In the PPA business, the Company is expanding its business model from proposals for self-consumption solar facilities to the acquisition and operation of solar power generation facilities by the Company and participation in the secondary market. The use-of-funds explanation for the 9th Series of Stock Acquisition Rights planned 16 PPA projects and specified routes for obtaining recycled and reused panels, as well as maintenance and improvements in recycling technology.
  8. FY2024-Q3AdvancedAnnual report

    「Specifically, the Company has proposed and promoted the introduction of self-consumption solar power generation facilities to companies planning proactive measures to reduce greenhouse gas emissions. Going forward, in order to focus on larger-scale PPA model businesses with higher profit margins, the Company plans to advance a more profitable PPA model business not only by constructing facilities for existing businesses, but also by developing procurement channels for recyclable solar panels, improving recycling technology, providing operation and maintenance services for solar power facilities, and securing a stable supply of recycled and reused panels based on sales information from the secondary market for solar power facilities. Meanwhile, the Company currently plans to target 16 projects in the PPA model business within the solar power generation-related business expected to grow in the future,」

    For the PPA business, the company outlined specific mechanisms in addition to self-consumption solar power, including establishing procurement channels for panels, improving recycling technology, providing maintenance and servicing, and securing recycled and reused panels through the secondary market. 16 projects are currently planned.
  9. FY2024-Q2First statedAnnual report

    「The medium-term management plan calls for promoting the energy-saving and environmental solutions, HACCP-related, renovation and PPA businesses (Power Purchase Agreement).」

    The newly announced three-year medium-term management plan explicitly identifies the PPA business as a target business. No specific sales target or operating results for the PPA business are disclosed in this filing.
Moved together

"Fundraising to Promote Renewable Energy" moved the same way as this thread, in the same document, in 4 of its 9 moves.

444333★123456
  1. ★This thread
  2. 1Fundraising to Promote Renewable Energy4×
  3. 2Securing Operating Profit and Cash Flow and Building a Stable Earnings Base4×
  4. 3Moving Away from Dependence on Contracted and Subsidy-Related Businesses4×
  5. 4Earnings Growth Through M&A3×
  6. 5Planning, development and sales of energy-efficient, business continuity plan (BCP)-compliant homes3×
  7. 6Going-Concern Risk Due to Persistent Negative Operating Cash Flow3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Sds Holdings yet. It last moved in the Other Disclosures of 2026-08-27: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.