Komori
Management planning350ADIGITAL GRID CorporationElectricity and gas

Full-Year Financial Results Presentation for the Fiscal Year Ending July 2026 (Business Plan and Matters Relating to Growth Potential)_1

The company presented a new medium-term management plan, setting targets of consolidated revenue of more than ¥1 billion and adjusted EBITDA of more than ¥400 million for the fiscal year ending July 2029. It also outlined a policy of continued investment in growth areas, including the battery energy storage business, and pursuing inorganic growth, including through M&A.

Worth reading
46Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
100
¥100 million (consolidated revenue for the fiscal year ending July 2029)
Wording
Conditional
How definitive the wording is.

Items stated in the management plan

Formulated
New medium-term management planPlan period Final year: fiscal year ending July 2029 (start year: not disclosed)
Publication date 10 September 2026
Net Sales+0.1%
基準 2,026Target2,029Hundreds of millions of yen

Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.

ROE21.7% (actual results for the fiscal year ending July 2026) → Not disclosed
Only the target level is shown because the current level for comparison was not provided.
What happened to the previous plan¥1 billion in battery energy storage investment over 3 years → Investment decisions were largely completed in the first year
Total investment planAmount ¥10 billion / Period Covered 3 years, through the fiscal year ending July 2028
Investment amount by sectorField Battery storage investment / Amount ¥10 billion / Period Covered 3 years, through the fiscal year ending July 2028
Key initiatives
01① Acquisition of new contracts
02② Reduction of the cancellation rate
03③ Securing scalability (digitization of the transaction platform)
04Strengthening outbound sales
05Expanding hedging products (wholesale procurement and use of futures)
Segment targetSegment AS business (battery energy storage business) / Sales Target Over ¥2 billion / Profit Target Not disclosed / Timing Fiscal year ending July 2027
Risks identified by the company
A period of fee-per-unit adjustments amid intensifying competition
Geopolitical risks, including the situation in the Middle East
Higher JEPX trading prices against a backdrop of rising international fuel prices and other factors
Reason for revision or withdrawal

To generate synergies by continuing to invest in the platform business and battery energy storage business, which have significant growth potential, and by making use of the customer base, power sources and operational expertise across both businesses, thereby further accelerating growth.

Items stated in the management plan
ItemDetails
Plan nameNew medium-term management plan
Plan periodFinal year: fiscal year ending July 2029 (start year: not disclosed)
Progress against the planFormulated
Sales Target¥710 million (actual results for the fiscal year ending July 2026) → More than ¥1 billion (consolidated, fiscal year ending July 2029)
ROE target21.7% (actual results for the fiscal year ending July 2026) → Not disclosed
Total investment planAmount ¥10 billion / Period Covered 3 years, through the fiscal year ending July 2028
Investment amount by sectorField Battery storage investment / Amount ¥10 billion / Period Covered 3 years, through the fiscal year ending July 2028
Segment targetSegment AS business (battery energy storage business) / Sales Target Over ¥2 billion / Profit Target Not disclosed / Timing Fiscal year ending July 2027
Key initiatives① Acquisition of new contracts, ② Reduction of the cancellation rate, ③ Securing scalability (digitization of the transaction platform), Strengthening outbound sales, Expanding hedging products (wholesale procurement and use of futures)
Results under the previous plan¥1 billion in battery energy storage investment over 3 years → Investment decisions were largely completed in the first year
Reason for revision or withdrawalTo generate synergies by continuing to invest in the platform business and battery energy storage business, which have significant growth potential, and by making use of the customer base, power sources and operational expertise across both businesses, thereby further accelerating growth.
Risks identifiedA period of fee-per-unit adjustments amid intensifying competition, Geopolitical risks, including the situation in the Middle East, Higher JEPX trading prices against a backdrop of rising international fuel prices and other factors
Publication date10 September 2026
Items this document does not state (12)
Operating profit targetOperating profit margin targetNet income targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceNon-financial targetsPlan assumptionsSize of the Target MarketDate of board resolution

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

To accelerate growth through continued investment in the platform business and battery energy storage business, which have significant growth potential, and through synergies that make use of the customer base, power sources and operational expertise across both businesses.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Full-Year Financial Results Presentation for the Fiscal Year Ending July 2026 (Business Plan and Matters Relating to Growth Potential)_1 | DIGITAL GRID Corporation (350A) timely disclosure | Komori