Komori
Management planning6625JALCO Holdings Inc.Real Estate

Notice Regarding the Status of Investment in a Silent Partnership for the Grid-Scale Battery Storage Business and Entry into the Balancing Market

The Company decided to invest in a silent partnership operated by PP7号合同会社 and completed payment of the investment. This adds 6 battery storage facilities with a combined capacity of 48 MWh, bringing the number of battery storage facilities involving the Group to 17, with approximately 138 MWh in total capacity.

Worth reading
23Immaterial
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
48
MWh
Wording
Avoiding a definitive answer
How definitive the wording is.

Items stated in the management plan

Date of board resolution14 September 2026
Publication date14 September 2026
Net SalesNot disclosed → Approximately 3
Only the target level is shown because the current level for comparison was not provided.
Key initiatives
01Acquisition and development of battery storage facilities
02Investment in the grid-scale battery storage business
03Entry into the balancing market
04Entry of existing projects into the balancing market and stable operation
Plan assumptionsAll 6 battery storage facilities owned by the SPC enter the balancing market and operate throughout the fiscal year, Equipment specifications of the batteries and PCS, bidding conditions, market prices, operating status, the operating policy of the aggregator, and the rules and price caps in the balancing market, Various operating costs and market conditions
Non-financial targetsIndicator name Number of battery storage facilities trading in the balancing market / Target value 13 in total / Timing During the fiscal year ending March 2027
Risks identified by the company
Equipment specifications of the batteries and PCS
Bidding conditions
Market Prices
Operating conditions
Operating policy of the aggregator
Rules and price caps in the balancing market
Regional market conditions, grid conditions, business viability and profitability
Changes in the ownership interest ratio due to business progress, additional investment, financing and other factors
Items stated in the management plan
ItemDetails
Sales TargetNot disclosed → Approximately 3
Non-financial targetsIndicator name Number of battery storage facilities trading in the balancing market / Target value 13 in total / Timing During the fiscal year ending March 2027
Plan assumptionsAll 6 battery storage facilities owned by the SPC enter the balancing market and operate throughout the fiscal year, Equipment specifications of the batteries and PCS, bidding conditions, market prices, operating status, the operating policy of the aggregator, and the rules and price caps in the balancing market, Various operating costs and market conditions
Key initiativesAcquisition and development of battery storage facilities, Investment in the grid-scale battery storage business, Entry into the balancing market, Entry of existing projects into the balancing market and stable operation
Risks identifiedEquipment specifications of the batteries and PCS, Bidding conditions, Market Prices, Operating conditions, Operating policy of the aggregator, Rules and price caps in the balancing market, Regional market conditions, grid conditions, business viability and profitability, Changes in the ownership interest ratio due to business progress, additional investment, financing and other factors
Date of board resolution14 September 2026
Publication date14 September 2026
Items this document does not state (18)
Plan namePlan periodProgress against the planOperating 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 sectorSegment targetResults under the previous planReason for revision or withdrawalSize of the Target Market

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.

Because, after comprehensively considering current market conditions, the operating status of battery storage facilities that have already begun trading in the balancing market, expected market conditions, and various operating costs, it was determined that this investment would contribute to the Group’s medium- to long-term business growth and strengthen its earnings base.

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.
Notice Regarding the Status of Investment in a Silent Partnership for the Grid-Scale Battery Storage Business and Entry into the Balancing Market | JALCO Holdings Inc. (6625) timely disclosure | Komori