Energy generation: approx. 70%
Sales and services: approx. 20%
Other business areas: approx. 10%

Top 3 markets:

1. Japan: approx. 85%
2. South Korea: approx. 10%
3. Taiwan: approx. 5%

Shikoku Electric Power Company, Incorporated generates the majority of its revenues from energy generation, which is typical for a company in the utility sector. The Japanese market is by far the largest, driven by its geographical location and historical market presence. South Korea and Taiwan are significant foreign markets served through export contracts and energy collaborations.

Production Sites: Shikoku, Japan

Shikoku Electric Power Company, Incorporated mainly produces its energy on the island of Shikoku in Japan. The company operates various power plants, including thermal, hydroelectric, and nuclear power plants located in this region. The strategic location enables the company to efficiently manage the energy supply and meet the needs of the local population and industry.

Investments in Renewable Energies: 25% of the total budget (2026)

Digitalization and Smart Grid Technologies: 15% of the total budget (2026)

Shikoku Electric Power Company, Incorporated is pursuing a growth strategy that heavily focuses on investing in renewable energies. The company plans to invest approximately 25% of its total budget in expanding wind and solar energy to significantly increase the share of renewable energies in its energy mix.

Additionally, the company is focusing on digitizing its infrastructure. About 15% of the budget will be invested in the development and implementation of Smart Grid technologies. These are intended to improve the efficiency of electricity distribution and optimize customer service.

Through these measures, Shikoku Electric Power aims to strengthen its market position and adapt to the changing regulatory and environmental policy requirements.

Main raw materials: Liquefied natural gas (LNG), coal, oil
Main importing countries: Australia, Indonesia, Malaysia, Qatar, Russia

Shikoku Electric Power Company, Incorporated mainly imports liquefied natural gas (LNG), coal, and oil to operate its power plants. Australia and Indonesia are leading exporters of coal and LNG, while Malaysia and Qatar are significant LNG suppliers. Russia is also an important supplier, especially for oil and coal. This diversification of supplier countries helps the company ensure supply security and mitigate price fluctuations in the global market.

Market share in the Shikoku region: Approximately 90% (2025) Return on equity (ROE): 7.8% (2025) Customer satisfaction: 85% (2025, internal survey)

Shikoku Electric Power Company, Incorporated has a significant competitive advantage in the Shikoku region as it controls almost the entire market share in this area. This enables the company to secure stable revenues and a strong customer base.

The return on equity of 7.8% indicates a solid profitability, which can be considered average to slightly above average in industry comparison. This metric suggests that the company operates efficiently and provides adequate value to its shareholders.

The high customer satisfaction of 85% suggests that the company is able to meet the expectations of its customers, which is an important factor for customer retention and long-term success. Despite its strong regional position, the company must continue to monitor potential regulatory changes and the transition to renewable energies in order to maintain its competitive advantage.

Institutional Investor Share: Approximately 45% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Shikoku Electric Power Company is estimated to be around 45%. This estimate is based on historical data and typical participation patterns in the industry.

In 2026, no significant insider buys or sells were reported, indicating that there are no significant changes in management's confidence in the company's development. However, such transactions could occur in the future, depending on the company's performance and market conditions.

Market share of Shikoku Electric Power Company: Estimated around 5% (2026)

Top competitors and their market shares:

1. Tokyo Electric Power Company (TEPCO): around 30%
2. Kansai Electric Power Company: around 20%
3. Chubu Electric Power Company: around 15%
4. Tohoku Electric Power Company: around 10%
5. Kyushu Electric Power Company: around 10%
6. Hokkaido Electric Power Company: around 5%
7. Shikoku Electric Power Company: around 5%

Moat of Shikoku Electric Power Company:

The moat of Shikoku Electric Power Company is relatively limited compared to its larger competitors. The company benefits from a strong regional presence and customer loyalty in the Shikoku region, providing a certain level of stability.

However, larger companies like TEPCO and Kansai Electric Power have a significant advantage due to their size, financial resources, and broader geographical coverage. These companies can invest in infrastructure, technology, and renewable energies, giving them a stronger moat.

Shikoku Electric Power could differentiate itself through specialized services or expanding into renewable energies to strengthen its moat. Currently, the competitive advantage compared to the larger players is limited.

Revenue Growth: 3.2% (2025)
Profit Growth: 4.5% (2025)
Return on Equity: 8.1% (2025)

Shikoku Electric Power Company recorded a moderate revenue growth of 3.2% in 2025, indicating stable demand for energy in the region. The profit growth of 4.5% shows that the company is able to efficiently manage its costs and increase its profitability.

The return on equity of 8.1% suggests that the company is able to effectively utilize its investments to enhance shareholder value. This metric is in the average range compared to other companies in the energy sector, indicating solid financial health.

Additionally, the company has been investing in renewable energies in recent years, indicating a forward-looking strategy. These investments could make the company more resilient to market changes in the long term and create new growth opportunities.

Overall, Shikoku Electric Power Company appears to be a stable and potentially high-growth investment, especially for investors interested in long-term participation in the energy sector.

Dividend Yield: Approx. 3.5% (estimated for 2026 based on historical data) Dividend History: Regular payouts in recent years

In the past, Shikoku Electric Power Company, Incorporated has regularly distributed dividends, indicating a certain level of reliability. The dividend yield of about 3.5% is competitive compared to other utility companies.

The company has a stable revenue stream from the sale of electricity, which supports its ability to pay dividends. However, investors should monitor the economic conditions and regulatory changes in the energy sector as these could affect the future dividend policy.