Investor Presentaiton
一期一会|
ICHIGO
FY24/6 H1 Events
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Portfolio Power Generation Roughly in Line With Forecast (-0.2% vs.
Forecast)
✓ Although Ichigo Nago Futami power generation was significantly below
forecast due to panel failure, power generation compensated by power
generation in other areas with favorable weather conditions
Ichigo Nago Futami Panel Failure (Potential-Induced Degradation, PID)
✓ Guaranteed by panel manufacturer; Ongoing discussions to review guarantee
✓ Affected panels: c. 50%
✓ Power generation impact: -10-20%
✓ No further impact expected; Considering panel replacements for further upside
Conducted Construction as Part of Theft Prevention Measures
✓ Upgrading theft prevention measures across all power plants due to rise in
cable thefts in Northern Kanto region
✓ Continuing measures despite no panel thefts at Ichigo Green plants
✓ Capex JPY 10M (4 plants) as of December 31, 2023
✓ Additional Capex JPY 10M (5 plants) scheduled until July 31, 2024
Ichigo Investment Advisors Co., Ltd. Ichigo Green Infrastructure Investment Corporation All rights reserved.
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