[JPI Seminar] Tokyo Gas Group's Growth Strategy for Enhancing Corporate Value ~Development and Future of Energy, Solutions, and Overseas Businesses~ Held on July 15 (Wed)

JPI (Japan Planning Institute) will hold a seminar featuring Mr. Kentaro Horisaka, Executive Officer and General Manager of the Corporate Planning Department at Tokyo Gas Co., Ltd., who will provide a detailed explanation of the Tokyo Gas Group's growth strategy for enhancing corporate value.

[Details and Application] https://www.jpi.co.jp/seminar/17756

[Title]

Tokyo Gas Group's Growth Strategy for Enhancing Corporate Value

~Development and Future of Energy, Solutions, and Overseas Businesses~

[Date and Time]

July 15, 2026 (Wed) 13:30 - 15:30

*Applications for archived streaming will be accepted even after the seminar concludes.

[Speaker]

Tokyo Gas Co., Ltd.

Executive Officer

General Manager, Corporate Planning Department

Mr. Kentaro Horisaka

▶ Has held positions in overseas business development, trading strategy, and corporate planning, and is the strategic executive in charge of formulating and executing the company's medium-term management plan.

[Practical Knowledge Gained from the Seminar]

・Practical perspectives on redesigning the business portfolio based on reverse calculation of ROE

・Concrete examples of growth drivers in energy, solutions, and overseas businesses

・ROIC management and decision-making methods for capital allocation

[Target Industries/Departments]

・Corporate Planning Departments of Energy and Infrastructure Companies

・Corporate Planning and Finance Departments responsible for business portfolio reform

・Business Development Departments in charge of decarbonization and new business strategies

・Financial Institutions and Investment-related Departments involved in investment decisions and capital policy

[Seminar Overview]

The energy industry landscape is constantly changing due to liberalization, marketization, geopolitical risks, the trend towards decarbonization, and the expansion of AI and data center demand. However, even in such a fluctuating environment, the capital markets demand continuous improvement in capital efficiency.

In response to these circumstances, the Tokyo Gas Group has set ROE as its most important management indicator in its 2026-2028 Medium-Term Management Plan, and has embarked on selecting and concentrating its business portfolio, introducing ROIC management, and updating its capital policy.

This lecture will practically explain, including the behind-the-scenes of management, the results and challenges in executing the strategy, and the decision-making process by which the three businesses – energy, solutions, and overseas – were positioned as growth drivers, utilizing ROE as a "management blueprint."

[Lecture Topics]

1. Why "Enhancing Corporate Value" Now? ── Two Structural Pressures

(1) Structural changes in the energy industry (geopolitical risks, decarbonization, technological advancements)

(2) Demands from capital markets (Tokyo Stock Exchange reform, rising capital costs, dialogue with investors)

2. Management Decision-Making ── Making ROE a "Blueprint"

(1) Decision to make ROE the most important indicator

(2) Decision-making on "What to Stop"

(ROIC-WACC spread management, capital recycling, asset-light)

(3) Resource allocation based on portfolio management

(Cash allocation, selection of three growth drivers)

3. Execution of Growth Strategy ── "How to Earn" with Three Engines

(1) Maximizing profitability of existing base ── Energy Business

(Redefining customer base, expanding LNG trading, growth of electricity business)

(2) Establishing new revenue pillars ── Solutions Business & IGNITURE

(Nationwide expansion of housing equipment and corporate solutions)

(3) Capturing global growth markets ── Overseas Business

(North American shale development, participation in Asian LNG business)

4. Foundation Supporting Growth ── DX, AI, Human Resources, and Organizational Transformation

(1) Utilization of DX and AI

(Introduction of Kraken, AI demand forecasting, trading automation, behind-the-scenes of selecting DX focus companies)

(2) Human capital management and organizational transformation

(Personnel shift to priority areas exceeding 200 people, back-office operations reform)

(3) Financial and capital policy to balance stability and efficiency

5. 140 Years of Transformation DNA and Future Outlook

(1) Transformation power seen in history

(Lineage of "solving social issues x growth" from Eiichi Shibusawa's philosophy, achievements and unfinished tasks of the 23-25 Medium-Term Plan)

(2) Summary (Principles for mature infrastructure companies to continue growing, evolution of the role of the planning department)

6. Related Q&A

7. Business Card Exchange and Networking Reception

This is a valuable opportunity unique to JPI seminars, offering direct interaction with speakers who are usually difficult to meet, Q&A sessions, and networking among participants across industries and fields, providing practical information and opportunities for new collaborations.

[Participation Format]

● On-site Participation (Archived streaming not included)

● Live Streaming Participation (Archived streaming not included)

● Archived Streaming Participation

*On-site and live streaming participants can add archived streaming for a special fee of 18,500 yen (tax included).

[Participation Fee]

1 person: 37,490 yen (tax included)

2nd person onwards: 32,490 yen (tax included / same corporation, simultaneous application)

*For local government employees, the fee is 11,000 yen for up to 2 people (tax included / on-site and live streaming only / same participation format)

[Details and Application] https://www.jpi.co.jp/seminar/17756

◆ We also facilitate questions to the speaker and introductions after the seminar.

◆ It is highly beneficial for building human networks among speakers and participants, and for creating new business opportunities.

◆ Applications for archived streaming will be accepted even after the seminar concludes.

[Contact]

Japan Planning Institute Inc.

Kowa Hiroo Building, 5-2-32 Minamiazabu, Minato-ku, Tokyo 106-0047

TEL.03-5793-9761 FAX.03-5793-9767

URL https://www.jpi.co.jp

[About JPI (Japan Planning Institute)]

As a "bridge of knowledge between politics, government, and the private sector," we have been providing valuable information for the business execution of executives and senior managers aiming to create national knowledge, supporting the expansion of national policies and national projects through exclusive, in-person seminars for half a century.