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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 around 5-5.5% over time.
Free cash flow for Optage has been positive, but future investments, especially in ICT and data centers, may temporarily turn it negative before returning to positive in 5-10 years.
Kanden Realty and Development's ROA is currently below 5%, with a target to exceed 5% 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 asset recycling based on market value.
Capital gain is targeted to increase to 60% of real estate 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.
Focuses on infrastructure and telecom services, leveraging a 380,000 km proprietary fiber network in Kansai.
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 initiatives and business development
Optage is focusing on both consumer and corporate ICT businesses, aiming to grow in data centers, especially connectivity and GPU-focused centers, while maintaining its consumer fiber business.
Real estate strategy includes long-term holding of prime rental assets and capital gain-driven sales of large-scale developments after 10-15 years.
Expansion into the Tokyo Metropolitan Area and international markets is planned, with overseas exposure capped at 10% of assets and Tokyo area targeted for half of new developments.
Collaboration within the KEPCO group is seen as a key advantage for both ICT and real estate, leveraging group synergies, credit rating, and infrastructure.
M&A is not a primary strategy for real estate; partnerships with strong local players are considered for Tokyo expansion.
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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