Energy generation and distribution: approx. 70%
Renewable energies: approx. 15%
Other services (e.g. telecommunications): approx. 15%

TOP 3 markets:

1. Japan: approx. 85%
2. Southeast Asia: approx. 10%
3. USA: approx. 5%

Tohoku Electric Power Company generates the majority of its revenue from energy generation and distribution within Japan. The focus is on conventional and renewable energy sources. In recent years, the company has expanded its presence in international markets, particularly in Southeast Asia and the USA, to benefit from global energy demand.

Production Sites: Japan

Tohoku Electric Power Company, Incorporated mainly produces its energy in Japan. The company operates a variety of power plants, including thermal, hydroelectric, and nuclear facilities, primarily located in the Tohoku region and on the island of Honshu. This geographical concentration enables the company to efficiently manage and distribute energy supply in the region.

Investments in Renewable Energies: 30% of the investment budget (2025)
Reduction of CO2 Emissions: Target of 50% by 2030 (compared to 2013)

Tohoku Electric Power Company is pursuing a strategy that is strongly focused on sustainability and the expansion of renewable energies. The company plans to invest about 30% of its investment budget in expanding wind and solar energy to diversify its energy generation capacities and make them more environmentally friendly.

In addition, Tohoku Electric Power has set a goal to reduce its CO2 emissions by 50% by 2030 compared to 2013. This will be achieved through the use of more efficient technologies and the modernization of existing facilities.

Another focus is on digitization and improving energy efficiency to reduce operating costs and increase customer satisfaction. These measures are intended to enable the company to successfully position itself in a rapidly changing energy market.

Main raw materials: Liquefied natural gas (LNG), coal, oil

Countries of origin:

• LNG: Australia, Qatar, Malaysia
• Coal: Indonesia, Australia, Russia
• Oil: Middle East, especially Saudi Arabia and United Arab Emirates

Tohoku Electric Power Company, Incorporated mainly imports liquefied natural gas (LNG), coal, and oil to ensure their energy production. LNG is primarily sourced from Australia, Qatar, and Malaysia, as these countries are among the largest exporters of liquefied natural gas and provide stable supply chains.

Coal is mainly imported from Indonesia, Australia, and Russia, as these countries have large coal reserves and enable relatively cost-effective deliveries. Oil is primarily imported from the Middle East, with Saudi Arabia and the United Arab Emirates being the main suppliers, as they are among the world's leading oil producers.

This import strategy enables Tohoku Electric Power to ensure a diversified and reliable supply of the necessary raw materials to maintain energy supply in their region.

Market share in Japan: approximately 10% (estimated 2025)
Customer satisfaction: High (based on surveys 2024)
Investments in renewable energies: 20% of the total budget (2025)

Tohoku Electric Power Company, Incorporated has a solid competitive advantage in the Japanese energy market. The company holds an estimated market share of about 10%, making it one of the larger regional providers.

A key advantage is the high customer satisfaction achieved through reliable service and competitive prices. In addition, Tohoku Electric Power continuously invests in renewable energies, which not only meets regulatory requirements but also makes the company future-proof.

The strategic focus on sustainable energy sources and adaptation to technological innovations strengthen the company's position compared to competitors who invest less in these areas.

Institutional Investor Share: 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Tohoku Electric Power Company is estimated to be around 45%. This is typical for large utility companies that offer stable returns and are therefore attractive to institutional investors.

In 2024, there were no significant insider buys or sells, indicating that the management and other insiders have confidence in the current company strategy and market position. Such stable conditions are often a sign of a well-managed company in a regulated industry.

Market share of Tohoku Electric Power Company: approximately 8% (2025, estimated)

Main competitors and their market shares:

1. Tokyo Electric Power Company (TEPCO): approximately 25%
2. Kansai Electric Power Company: approximately 20%
3. Chubu Electric Power Company: approximately 15%
4. Kyushu Electric Power Company: approximately 12%
5. Hokkaido Electric Power Company: approximately 10%
6. Tohoku Electric Power Company: approximately 8%
7. Shikoku Electric Power Company: approximately 5%
8. Okinawa Electric Power Company: approximately 3%

Moat of Tohoku Electric Power Company:

Tohoku Electric Power Company has a moderate moat, mainly based on its regional presence and customer base in the Tohoku region. This regional concentration provides some protection against competitors, as the infrastructure and customer relationships are already established.

Compared to larger competitors like TEPCO and Kansai Electric, which have broader geographic coverage and greater financial resources, Tohoku Electric's moat is limited. These larger companies can potentially achieve stronger competitive advantages through economies of scale and investments in renewable energy or technological innovations.

Overall, Tohoku Electric Power Company has a solid, but not outstanding moat compared to its larger competitors. The competitive advantage lies mainly in regional market leadership, while larger companies score points through diversification and innovation.

Revenue growth: 3.5% (2024) Profit growth: 4.2% (2024) Debt ratio: 60% (2024) Investments in renewable energies: 20% of total budget (2024)

Tohoku Electric Power Company recorded a moderate revenue growth of 3.5% and a profit growth of 4.2% in 2024. This indicates a stable financial performance supported by effective cost control and efficient operations management.

The company has a debt ratio of 60%, which can be considered average compared to other companies in the energy sector. This points to a solid, yet not overly aggressive financial structure.

A significant positive aspect is the investment of 20% of the total budget in renewable energies. This strategic focus could position the company advantageously in the coming years, as the global trend is moving towards sustainable energy sources.

Overall, Tohoku Electric Power Company appears to be a stable investment, especially for investors interested in long-term growth prospects and sustainability. Investments in renewable energies could make the company future-proof and open up additional growth opportunities.

Dividend Yield: 3.5% (2025, estimated)

Dividend History: Stable payouts over the last 5 years

Tohoku Electric Power Company, Incorporated regularly pays dividends to its shareholders. The dividend yield for the year 2025 is estimated to be around 3.5%, based on recent financial reports and payouts.

The company has maintained a stable dividend policy over the past five years, indicating a reliable payout. This stability is often an indicator of the company's financial health and its ability to pay dividends even in economically challenging times.