Decision and Details
アールシックス蓄電所合同会社 (details of the decision-making entity not stated)Execution of financing-related agreements and arrangement of project financing for the FUKUROI UKARI Battery Storage Facility
The importance of the energy storage business is increasing due to expected future growth in electricity demand from new construction and expansion of data centers and semiconductor plants accompanying the spread of AI, heightened geopolitical risks, and the shift of renewable energy toward becoming a primary power source. The company aims to secure and maximize sustainable earnings by combining cost competitiveness achieved through scaling up with expertise in the optimal operation of energy storage facilities.
The impact of executing these financing-related agreements has been incorporated into the earnings forecasts for the fiscal year ending March 2027. For the 527 MW energy storage business, revenue of ¥13.5 billion to ¥14.5 billion and EBITDA of ¥9.0 billion to ¥10.0 billion are projected for fiscal 2030.
| Item | Details |
|---|---|
| Matter Covered | Execution of financing-related agreements and arrangement of project financing for the FUKUROI UKARI Battery Storage Facility |
| Decision-Making Body | アールシックス蓄電所合同会社 (details of the decision-making entity not stated) |
| Decision Date | 31 July 2026 |
| Implementation Date | 31 July 2026 (execution of financing-related agreements and arrangement of project financing; completed) |
| Amount | Financing amount: approximately ¥7.2 billion |
| Quantity / scale | Expected output: 99.9 MW; expected capacity: 280 MWh. The cumulative capacity of operating and under-construction energy storage projects is 452 MW. Including projects scheduled during the current fiscal year, cumulative capacity is expected to reach 527 MW. |
| Impact on Business Performance | The impact of executing these financing-related agreements has been incorporated into the earnings forecasts for the fiscal year ending March 2027. For the 527 MW energy storage business, revenue of ¥13.5 billion to ¥14.5 billion and EBITDA of ¥9.0 billion to ¥10.0 billion are projected for fiscal 2030. |
| Reason | The importance of the energy storage business is increasing due to expected future growth in electricity demand from new construction and expansion of data centers and semiconductor plants accompanying the spread of AI, heightened geopolitical risks, and the shift of renewable energy toward becoming a primary power source. The company aims to secure and maximize sustainable earnings by combining cost competitiveness achieved through scaling up with expertise in the optimal operation of energy storage facilities. |
| Related previous disclosures | March 2026: Execution of financing-related agreements for the Kikukawa Nishimura Battery Storage Facility (title of the previous disclosure not stated) |
| Future plans | Construction is scheduled to begin in fiscal 2026, with operations scheduled to commence in fiscal 2029. The company plans to begin construction during the current fiscal year on one additional large-scale merchant battery storage project. Any matters requiring disclosure will be disclosed promptly. |
Items this document does not state (2)
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.Against a backdrop of rising electricity demand accompanying the spread of AI and heightened geopolitical risks, it has become important to introduce power sources that do not emit CO2 and contribute to energy independence. The company also aims to expand its energy storage business, which supports renewable energy as a primary power source, to secure and maximize sustainable earnings, stabilize the power grid, and enhance corporate value.