Decision and Details
Frequently Asked Questions and Answers (May–July 2026)
To enhance the provision of information, achieve fair disclosure, and deepen investors’ understanding of our business and management policies in advance. For subsidiaries, to clarify the roles of each business in line with the expansion of their business areas and enable swift decision-making.
The reduction in the cap on prices in the balancing market may reduce the revenue generated from operating grid-scale battery storage systems of the same capacity, and we recognize that this may have a certain impact on the AS and AM businesses. The battery storage capacity currently being accumulated is expected to contribute to earnings from the following fiscal year onward.
| Item | Details |
|---|---|
| Matter Covered | Frequently Asked Questions and Answers (May–July 2026) |
| Decision Date | 1 September 2026 (disclosure date) |
| Implementation Date | 1 September 2026 (already disclosed). From this time onward, disclosure will be made before the quarterly earnings announcement |
| Period Covered | Questions received from investors during May–July 2026 |
| Amount | Battery storage investment plan: ¥1 billion; investment decisions have been made for approximately 40% of the planned investment amount |
| Quantity / scale | Contracted capacity with customers: 761 MW to 888 MW; RE Bridge power generator members: 151 companies; customer members: 120 companies; completed matches: 23, totaling 67 MW; battery storage capacity for which investment decisions have been made: 16.2 MW |
| Impact on Business Performance | The reduction in the cap on prices in the balancing market may reduce the revenue generated from operating grid-scale battery storage systems of the same capacity, and we recognize that this may have a certain impact on the AS and AM businesses. The battery storage capacity currently being accumulated is expected to contribute to earnings from the following fiscal year onward. |
| Reason | To enhance the provision of information, achieve fair disclosure, and deepen investors’ understanding of our business and management policies in advance. For subsidiaries, to clarify the roles of each business in line with the expansion of their business areas and enable swift decision-making. |
| Related previous disclosures | Previously disclosed “Frequently Asked Questions and Answers.” Date: Not disclosed |
| Future plans | Battery storage monetization in the balancing market is expected to begin approximately 5 months after the start of commercial operations, and the capacity currently being accumulated is expected to contribute to earnings from the following fiscal year onward. The Investor Data Book is scheduled to be updated quarterly. Previously issued FAQs will be compiled in a list on Notion in the future. |
Items this document does not state (2)
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The reasons the company gives
The company's own explanation, not something inferred from the numbers.To enhance the provision of information, achieve fair disclosure, and enable investors to understand our business and management policies in advance.