Canadian Solar Infrastructure Fund, Inc.

9284.T
REIT - Specialty
2026/07/24 Updated
Market Cap: $201.8M (¥33.0B)
Stock Price: $469.86 (¥76,900)
Exchange Rate: 1 USD = ¥163.67

Notice on the Monthly Power Generation Status of Solar Power Plants and the Impact of Output Control on the Investment Corporation’s Operated Assets (June 2026)

June 2026 generation was 20,744,343 kWh overall, vs. forecast at 86.50%. Due to output control, rent for some power plants decreased. June's net lost variable rent income was 3,572 thousand yen, and the cumulative total is 814,535 thousand yen (17.85%).

Importance:
Page Updated: July 8, 2026
IR Disclosure Date: July 8, 2026

Key Figures

  • Power generation amount achieved: 20,744,343kWh
  • Forecast vs. power generation amount: 86.50%
  • Net lost variable rent income (June): 35,726 thousand yen
  • Cumulative net lost variable rent income: 814,535 thousand yen
  • Cumulative generation ratio: 0.77% (ratio of cumulative actual lost generation)

AI要約

Overview

In June 2026, the investment corporation's operating assets recorded generation below forecast due to factors such as lower solar irradiation, with the monthly actual at 20,744,343 kWh, representing 86.50% of the forecast. The rent structure assumes base rent of 70%, but effects on rent are evident for power plants affected by output control. Output control in June led some plants to underperform relative to forecasts, and the cumulative net lost variable rent income reached 814,535 thousand yen (17.85% of total).

Impact and Notes

At the individual plant level, events below 70% of forecast generation were prominent at CS Kasama City Power Plant, CS Kannami Town Power Plant, CS Kama City Power Plant, CS Miyako Town Saigawa Power Plant, and others. The status of output control is based on monthly and daily control rules, with year-to-date actuals also shown. The ratio of actual lost generation is 0.77% (cumulative 16.81%), and the impact calculation is also presented assuming non-control days’ generation on a P50 basis.

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Canadian Solar Infrastructure Investment Corporation

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