Notice of Change to Disclosed Matter: Revision of Delivery and Commercial Operation Dates for Narita Battery Storage Facility Due to Flood Damage

Overview and Details of the Postponement

Due to flood damage at the Narita battery storage facility (output 1.970MW, storage capacity 8.14MWh), the delivery and commercial operation dates for the equipment have been revised. Specifically, the delivery and commercial operation of the entire storage facility have been postponed from the originally scheduled date of 2026-09-23 to the end of January 2027, and the start of trading in the supply-demand adjustment market has been postponed from January 2027 to around May 2027. Following completion of restoration work and inspections, the delivery and commercial operation dates will be determined again.

Financial Impact and Future Outlook

Restoration costs will be borne in full by TAOKE ENERGY Co., Ltd., and no cost burden is expected to be incurred by our group. As a result of the postponement, revenues that had been budgeted for the fiscal year ending March 2027 are expected to be realized in the fiscal year ending March 2028. However, the impact on consolidated financial results from the fiscal year ending March 2027 onward is expected to be minor, and any necessary revisions to future earnings guidance will be disclosed promptly.