Worth reading
40Recurring
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
12
¥ million/month (expected monthly sales revenue)Wording
Conditional
How definitive the wording is.Items stated in the management plan
Key initiatives
01Development and acquisition of battery storage facilities
02Commencement of operations at owned battery storage facilities and expansion of participating markets
03Participation in JEPX, the balancing market and the capacity market
Plan assumptionsThe earnings forecast was prepared based on conservative assumptions regarding prices and other conditions in the balancing market. Expected monthly sales revenue is an estimate based on simulations using current market transaction prices and actual results achieved by aggregators, among other factors.
Segment targetSegment name Battery Storage Solutions Business / Net Sales ¥7,045 million (consolidated earnings forecast for the fiscal year ending March 2027) / Segment profit ¥1,002 million (consolidated earnings forecast for the fiscal year ending March 2027)
Non-financial targetsIndicator Cumulative number of high-voltage grid-scale battery storage facilities developed / Target value 48 facilities (including 25 owned by the Company) / Timing Through the fiscal year ending March 2029
Risks identified by the company
In the balancing market in the Kyushu area, bid volumes may increase relative to the volume offered, resulting in lower clearing rates and clearing prices
Actual revenue may fluctuate depending on market conditions and other factors, and estimates do not guarantee actual revenue
The timing of grid connection at some battery storage facilities may change from the originally scheduled timing due to construction progress and other factors
| Item | Details |
|---|---|
| Plan name | Future ownership and sales plan and investment scale for the battery storage solutions business |
| Plan period | Through the fiscal year ending March 2029 |
| Segment target | Segment name Battery Storage Solutions Business / Net Sales ¥7,045 million (consolidated earnings forecast for the fiscal year ending March 2027) / Segment profit ¥1,002 million (consolidated earnings forecast for the fiscal year ending March 2027) |
| Non-financial targets | Indicator Cumulative number of high-voltage grid-scale battery storage facilities developed / Target value 48 facilities (including 25 owned by the Company) / Timing Through the fiscal year ending March 2029 |
| Plan assumptions | The earnings forecast was prepared based on conservative assumptions regarding prices and other conditions in the balancing market. Expected monthly sales revenue is an estimate based on simulations using current market transaction prices and actual results achieved by aggregators, among other factors. |
| Key initiatives | Development and acquisition of battery storage facilities, Commencement of operations at owned battery storage facilities and expansion of participating markets, Participation in JEPX, the balancing market and the capacity market |
| Risks identified | In the balancing market in the Kyushu area, bid volumes may increase relative to the volume offered, resulting in lower clearing rates and clearing prices, Actual revenue may fluctuate depending on market conditions and other factors, and estimates do not guarantee actual revenue, The timing of grid connection at some battery storage facilities may change from the originally scheduled timing due to construction progress and other factors |
| Publication date | 20 October 2026 |
Items this document does not state (17)
Progress against the planSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorResults under the previous planReason for revision or withdrawalSize 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.The Company can now provide balancing capacity in the balancing market in addition to charging and discharging through JEPX, allowing it to expand revenue opportunities and maximize revenue through combined market operations. Expected monthly sales revenue is set at a more conservative level than for previous market-entry projects, reflecting the increase in bid volumes in the Kyushu area and the resulting declines in clearing rates and clearing prices.
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.