Worth reading
7Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
378
¥100 million (increment in projected revenue for FY2026–FY2027; ¥26.7 billion per year)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Publication date31 July 2026
Key initiatives
01Specific consideration toward reflecting revised wheeling charges in retail electricity rates
Plan assumptionsReflecting the impact of higher prices, labor costs and interest rates during FY2026–FY2027, among other factors, The remaining period of the first regulatory period is assumed to be 17 months from November 2026 onward
Risks identified by the company
The projected revenue submitted and the implementation start date may change depending on the government’s review results
The specific approach to reflecting revised wheeling charges in retail electricity rates has not yet been determined
The specific impact on consolidated earnings will need to be examined in detail based on the status of the review and internal consideration
| Item | Details |
|---|---|
| Plan period | FY2026–FY2027 |
| Plan assumptions | Reflecting the impact of higher prices, labor costs and interest rates during FY2026–FY2027, among other factors, The remaining period of the first regulatory period is assumed to be 17 months from November 2026 onward |
| Key initiatives | Specific consideration toward reflecting revised wheeling charges in retail electricity rates |
| Risks identified | The projected revenue submitted and the implementation start date may change depending on the government’s review results, The specific approach to reflecting revised wheeling charges in retail electricity rates has not yet been determined, The specific impact on consolidated earnings will need to be examined in detail based on the status of the review and internal consideration |
| Publication date | 31 July 2026 |
Items this document does not state (20)
Plan nameProgress 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 sectorSegment targetNon-financial targetsResults 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.Since 四国電力送配電 submitted its application, the company has held extensive, careful discussions on whether revised wheeling charges should be reflected in retail electricity rates if such a revision is implemented.
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.