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The Kansai Electric Power Company (9503) investor relations material
The Kansai Electric Power Company Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary8 Dec, 2025
Financial performance and guidance
Optage's ROA has reached 15% due to efficient asset utilization, but is expected to decrease as new business areas are pursued, with a consolidated group ROA target of around 5-5.5% in the future.
Free cash flow for Optage has been positive, but future investments, especially in data centers and submarine cables, may temporarily turn it negative before returning to positive in 5-10 years.
Kanden Realty and Development's ROA is currently below 5%, but aims to exceed this level by 2025, aligning with major domestic peers.
Asset recycling in real estate is set to double, with JPY 180 billion in disposals planned by 2030, and 80% of assets for recycling already identified.
Real estate capital gain is targeted to increase to 60% of profit structure, with income gain at 30% and management fees at 10%.
Business overview and performance
Operates across consumer, mobile, and business solutions, with 1.7M FTTH, 1.37M MVNO, and 100K corporate lines as of October 2025.
Revenue grew at a 4% CAGR over the past decade, reaching ¥258.2bn in FY2025, with ordinary profit at ¥47bn and ROA at 15%.
Annual CAPEX exceeded ¥40bn, with new investments in growth areas starting FY2025.
Strategic direction and business development
Optage is focusing on both consumer and corporate ICT businesses, maintaining growth in consumer fiber while investing in higher-value services and data centers.
Data center strategy includes both connectivity and hyperscale centers, with a JV with CyrusOne targeting large-scale GPU demand and container-type centers near nuclear plants.
Kanden Realty and Development is expanding in the Tokyo Metropolitan Area and internationally, targeting 10% of assets overseas and up to 50% of new development in Tokyo.
Real estate business model emphasizes both long-term rental holdings in prime locations and capital gain from large-scale developments, with flexibility to adjust based on market conditions.
Collaboration within the KEPCO group is seen as a key advantage for both ICT and real estate, leveraging credit ratings, infrastructure, and group synergies.
How will growth area investment shift OPTAGE's portfolio?
How does capital recycling maximize Kanden Realty profit?
What initiatives boost nuclear capacity utilization?
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Next The Kansai Electric Power Company earnings date
Q3 202630 Jan, 2026
Next The Kansai Electric Power Company earnings date
Q3 202630 Jan, 2026
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Frequently asked questions
The Kansai Electric Power Company Incorporated is a Japanese company engaged in the generation, transmission, and distribution of electricity. It serves residential, commercial, and industrial customers, primarily in the Kansai region of Japan. The company operates a diversified energy portfolio, including nuclear, thermal, hydroelectric, and renewable energy sources. In addition to electricity services, Kansai Electric Power is involved in telecommunications, real estate, and energy-related consulting and solutions. The company is headquartered in Osaka, Japan, and its shares are listed on the Tokyo Stock Exchange (TSE).
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