Canadian Solar Infrastructure Fund, Inc.

9284.T
REIT - Specialty
2026/11/10 14:08 Updated
Market Cap: $190.3M (¥30.1B)
Stock Price: $443.10 (¥70,000)
Exchange Rate: 1 USD = ¥157.98

Notice Regarding Monthly Solar Power Generation Results and Impact of Output Curtailment on the Fund’s Operating Assets (October 2026)

Published the solar power generation results and impact of output curtailment for October 2026. Portfolio-wide actual generation was 92.17% of forecast; some plants underperformed due to outages and rent impacts from output curtailment occurred. Cumulative lost variable rent income is approx. 22.95 million yen, representing 0.50% of total rent.

Importance:
Page Updated: November 10, 2026
IR Disclosure Date: November 10, 2026

Key Figures

  • Actual Power Generation: 99,634,675 kWh
  • Total Forecast Power Generation: 102,439,631 kWh
  • Actual vs Forecast: 92.17%

AI要約

Overview

The Fund's actual power generation for its portfolio of solar power plants in October 2026 was released along with detailed data including month-over-month and forecast comparisons. Overall generation was 92.17% of the forecast, and some plants underperformed due to faults at CS Kasama City Power Plant Unit 1. The implementation status of output curtailment was also disclosed, and the effective lost variable rent income for the relevant period amounted to 15,588 thousand yen.

Impact and Outlook

Rent impacts due to output curtailment have occurred on a monthly basis, totaling 22,950 thousand yen to date (representing 0.50% of rent). Rent under the structure is triggered when actual generation exceeds 70% of the assumed P50 forecast generation, so future fluctuations in generation and curtailment status may continue to affect rent.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Canadian Solar Infrastructure Fund, Inc.

Company overview · Stock price · Financial data · All IR

View company page →