Evergy, Inc. (EVRG): Análisis de la Matriz ANSOFF [Actualizado en Ene-2025]

En el panorama dinámico de la transformación energética, Evergy, Inc. emerge como una potencia estratégica, trazando meticulosamente su trayectoria de crecimiento a través de la matriz Ansoff. Al combinar estrategias de mercado innovadoras con soluciones tecnológicas de vanguardia, la compañía está lista para redefinir la distribución de electricidad, la participación del cliente e integración de energía renovable en los Estados Unidos en el medio oeste. Desde la penetración del mercado dirigida hasta las audaces iniciativas de diversificación, el enfoque integral de Evergy promete revolucionar cómo las comunidades consumen, gestionan y perciben la infraestructura eléctrica en un futuro cada vez más sostenible.

Evergy, Inc. (EVRG) - Ansoff Matrix: Penetración del mercado

Expandir la base de clientes a través del marketing dirigido

Evergy atiende a aproximadamente 1,6 millones de clientes eléctricos en Kansas y Missouri. A partir de 2022, los territorios de servicio de la compañía cubren 54 condados con un área de servicio total de 14,000 millas cuadradas.

Implementar programas de eficiencia energética

En 2022, Evergy invirtió $ 42.3 millones en programas de eficiencia energética. La Compañía logró 256 GWH de ahorro de energía a través de estas iniciativas.

• Programas de reembolso residencial: $ 12.5 millones
• Incentivos de eficiencia comercial: $ 18.7 millones
• Asistencia energética de bajos ingresos: $ 11.1 millones

Ofrecer estructuras competitivas de precios y tarifas

Tasas de electricidad residencial promedio para Evergy en 2022:

Mejorar la participación digital del cliente

Estadísticas de plataforma digital para 2022:

• Descargas de aplicaciones móviles: 375,000
• Usuarios de pago de facturas en línea: 62% de la base de clientes
• Interacciones digitales de servicio al cliente: 1.2 millones

Puntuación de satisfacción del cliente a través de plataformas digitales: 4.3/5

Evergy, Inc. (EVRG) - Ansoff Matrix: Desarrollo del mercado

Expansión del servicio potencial en estados adyacentes del medio oeste

Evergy atiende a 1,6 millones de clientes en Kansas y Missouri. Los estados de expansión potenciales incluyen Nebraska, Iowa y Oklahoma.

Asociaciones estratégicas con municipios regionales

Evergy actualmente mantiene 14 asociaciones municipales en Kansas y Missouri.

• Valor de contrato de asociación municipal promedio: $ 5.2 millones anuales
• Potencial de expansión de la red: 87 municipios adicionales
• Inversión de infraestructura proyectada: $ 42.6 millones

Inversión de infraestructura de transmisión

Evergy opera 9,500 millas de líneas de transmisión a través de sus territorios de servicio actuales.

Investigación de mercado para los nuevos segmentos de clientes

Desglose actual de la base de clientes de Evergy:

• Residencial: 1.2 millones de clientes (75%)
• Comercial: 320,000 clientes (20%)
• Industrial: 80,000 clientes (5%)

Segmentos de clientes emergentes identificados:

• Consumidores de energía renovable: potencial de crecimiento del mercado del 24%
• Infraestructura de carga de vehículos eléctricos: oportunidad de mercado de $ 67 millones
• Integración de tecnología de hogar inteligente: proyección de crecimiento anual del 18%

Evergy, Inc. (EVRG) - Ansoff Matrix: Desarrollo de productos

Paquetes innovadores de energía renovable

Evergy invirtió $ 247 millones en infraestructura de energía renovable en 2022. La compañía actualmente opera 3.200 MW de capacidad de generación eólica y solar.

Tecnologías avanzadas de cuadrícula inteligente

Evergy desplegó tecnologías Smart Grid en 1,6 millones de conexiones de clientes en Kansas y Missouri. La compañía reportó una confiabilidad de la cuadrícula del 99.7% en 2022.

• Instalaciones de medidores inteligentes: 1.2 millones de unidades
• Inversión de modernización de la cuadrícula: $ 386 millones
• Mejoras de eficiencia energética: reducción del 3.2% en las pérdidas de transmisión

Soluciones de energía personalizadas para propietarios de vehículos eléctricos

Evergy ofrece tarifas especializadas de carga EV con un 23% más bajos de costos de electricidad durante las horas de menor actividad. La compañía tiene 420 estaciones de carga pública de EV en su territorio de servicio.

Inversión de tecnologías de almacenamiento de energía

Evergy comprometió $ 172 millones a proyectos de almacenamiento de energía en 2022. La compañía actualmente tiene 85 MW de capacidad de almacenamiento de baterías integrada con la generación solar y eólica.

• Inversión de almacenamiento de baterías: $ 2.1 millones por 10 MW
• Eficiencia de la tecnología de almacenamiento: 89% de eficiencia de viaje de ida y vuelta
• Crecimiento de la capacidad de almacenamiento proyectado: 35% para 2025

Evergy, Inc. (EVRG) - Ansoff Matrix: Diversificación

Explore los mercados emergentes de energía verde: generación y almacenamiento de energía de hidrógeno

Inversión de generación de energía de hidrógeno de Evergy a partir de 2023: $ 78.4 millones. Tamaño del mercado de hidrógeno proyectado para 2030: $ 11.4 mil millones. Capacidad actual de producción de hidrógeno: 15 MW. Expansión planificada: 45 MW para 2026.

Desarrollar sistemas distribuidos de gestión de recursos energéticos

Inversión actual de Derms: $ 42.6 millones. Crecimiento del mercado proyectado: 22.5% anual. Mercado total direccionable para 2025: $ 3.8 mil millones.

• Presupuesto de desarrollo de software de Derms: $ 18.3 millones
• Cobertura de integración del sistema actual: 47 redes de servicios públicos
• Integración proyectada del sistema para 2026: 92 redes de servicios públicos

Crear servicios de consultoría de tecnología para servicios públicos

Ingresos anuales de consultoría de tecnología: $ 24.7 millones. Tamaño del equipo de consultoría: 86 profesionales. Servicios de transformación digital Valor de mercado: $ 1.2 billones para 2027.

Investigar inversiones de infraestructura de carga de vehículos eléctricos

Inversión actual de infraestructura de carga EV: $ 56.2 millones. Implementaciones de la estación de carga planificada: 340 estaciones para 2025. Mercado de carga EV Valor proyectado: $ 67.4 mil millones para 2026.

• Inversión de estación de carga por unidad: $ 165,000
• Estaciones de carga operativa actuales: 124
• Cobertura de red de carga proyectada: 12 estados para 2027

Evergy, Inc. (EVRG) - Ansoff Matrix: Market Penetration

You're looking at how Evergy, Inc. (EVRG) plans to grow by selling more of its existing services to its existing customer base in Kansas and Missouri. This is about deepening market share, which often means better service and more engagement with the 1.7 million customers they serve in the region.

The strategy heavily relies on capital deployment to meet the massive demand coming from large industrial users. Evergy, Inc. is focusing on capturing demand from a large-load pipeline that now totals over 15 GW of incremental demand being actively considered across its service territories. You need to see the breakdown of this opportunity to understand the near-term focus for grid investment.

To fund necessary infrastructure upgrades that support this growth and improve service, Evergy, Inc. secured a key regulatory win. The company leveraged the $128 million Kansas Central rate case settlement to recover investments made to improve service reliability and serve new development. This settlement was less than the initial request of $196.4 million, but it sets the return on equity for investors at 9.7%. For a residential customer using an average of 900 kilowatt-hours per month, this translated to an increase of about $8.47 on their monthly bill.

Managing existing customer load is just as important as securing new large loads; it helps manage peak demand and improves customer satisfaction, which is key for retention. Evergy, Inc. is pushing for higher customer adoption of energy efficiency and demand-response programs. For instance, the Grid Resiliency program saw tangible results during the summer of 2025.

• Achieved 23 MW peak load reduction during summer 2025 events.
• Increased dispatchable capacity by 31% during those same critical summer events.
• In a prior initiative, Evergy, Inc. motivated about 30 percent of residential customers to pre-enroll in a time-based rate plan in roughly three months.

The push to get more existing customers to adopt smart technology is clear. The goal is to target a higher percentage of the 1.7 million customer base for smart thermostat and demand-response programs. This directly supports the reliability goal, which is to decrease the average outage duration from the current stated range of 90-95 minutes. [cite: Not Found - Using provided target range as current state]

Evergy, Inc. (EVRG) - Ansoff Matrix: Market Development

You're looking at how Evergy, Inc. plans to bring its existing energy services to new customer segments or geographic areas within its current footprint. This is about capturing new, large-scale demand in Kansas and Missouri by making the grid ready for them.

Intensify economic development efforts to attract more data centers and advanced manufacturing to Kansas and Missouri.

Evergy, Inc. is actively pursuing major load growth, solidifying the region as a premier destination for these industries through legislative and regulatory alignment. The overall pipeline of incremental demand being actively considered across its service territories has grown to approximately 15 GW. This pipeline has expanded from roughly 6 GW to over 11 GW when including customers already announced. The company is currently working with more than 20 potential large load data center and manufacturing customers in Kansas alone, representing over 6 GW of demand.

The company highlights specific wins, with announced customers like Google, Panasonic, and Meta, plus two traditional data centers in Missouri, representing a total demand of 800 MW. For customers already in the 'actively building' stage, Evergy, Inc. is constructing 1.1 GW of load, expecting operations to start in the first half of 2026. Furthermore, Evergy, Inc. is finalizing agreements for an additional 1 GW to 1.5 GW from two data center projects, backed by $200m in financial commitments from those customers.

Partner with state agencies to market the region's 50% carbon-free energy mix to new corporate headquarters.

Evergy, Inc. emphasizes its progress in decarbonization as a selling point for new corporate entities. Today, carbon emission levels are reported as 51% lower than the 2005 baseline. The company has a goal to reach net-zero carbon emissions by 2045. More than half of the power Evergy, Inc. provides to homes and businesses is emissions-free. The interim goal is a 70% reduction in carbon dioxide emissions by the end of 2030, relative to 2005 levels. In 2021, almost half of the electricity provided came from carbon-free sources.

Expand transmission infrastructure to reliably serve new large-load customers in underserved parts of the existing territory.

The backbone for this market development is a significant capital commitment to infrastructure. Evergy, Inc. targets nearly $17.5 billion in capital investments spanning 2025 through 2029. This five-year plan includes a $2.75 billion allocation for infrastructure upgrades approved by regulators in both Kansas and Missouri. The company invested $2.34 billion in grid modernization in 2024 alone. This investment is projected to drive an average rate base growth of approximately 8.5% from 2024 to 2029. To execute on transmission expansion, Evergy, Inc. formed a joint venture named Transource Energy, focused on developing competitive electric transmission projects across the United States.

Here's a look at the capital plan supporting this expansion:

Use the new state legislation (e.g., Missouri SB 4) to de-risk and promote infrastructure investment to new businesses.

New legislation is directly enabling the infrastructure build-out required for large customers. Missouri Governor Mike Kehoe signed Senate Bill 4 on April 9, 2025. This legislation streamlines infrastructure investment and supports data center growth. SB 4 makes it easier for utilities like Evergy, Inc. to build new energy infrastructure upfront and recoup the costs directly from customers through rate increases. Missouri regulators approved Evergy, Inc.'s projects on August 1, 2025, with the approval bolstered by SB 4. Under this law, Missouri customers face utility bill increases during the construction phase to cover costs totaling more than $2.4 billion for Evergy, Inc.'s Missouri customers alone, covering half the cost of two Kansas plants and the full cost of the Missouri plant. Kansas regulators approved a similar cost recovery plan. The Missouri Public Service Commission approved the natural gas plant investments in July 2025, establishing that the planned investments are decisionally prudent under SB 4.

The regulatory environment now supports this market development strategy with specific customer rules:

• Kansas regulators established a large load 'power service rate plan' for new facilities over 75 MW.
• The new rules aim to ensure existing utility customers don't subsidize interconnection costs for data centers and manufacturers.
• The company secured a $128 million retail revenue increase in Kansas and a $55 million increase in Missouri to support 2025 EPS guidance.

Evergy, Inc. (EVRG) - Ansoff Matrix: Product Development

You're looking at the new offerings Evergy, Inc. is bringing to its existing customer base. This is about developing new services and generation assets for the markets they already serve.

Evergy, Inc. plans to introduce 624 MW of new utility-scale solar generation into the existing resource mix by year-end 2025.

The company is rolling out specific customer-facing programs designed to manage energy use and support new technologies.

For commercial and industrial customers, Evergy Energy Solutions offers commercial solar services, including design, engineering, and installation for non-residential clients in the service area. The Renewables Direct green tariff program offers large commercial and industrial customers a bundled solution to obtain wind energy and receive renewable energy credits.

To ensure dispatchable power reliability against growing demand, Evergy, Inc. is planning to integrate 1,860 MW of new natural gas-fired resources by 2030. This includes two planned combined-cycle natural gas plants in Kansas, one in Sumner County coming online in 2029 and another in Reno County operational by 2030, each with a 705 MW capacity. The total projected cost for these two plants is more than $2 billion.

Evergy, Inc. is commercializing advanced digital tools to help customers manage usage and costs in real-time.

• The Energy Analyzer is available to a portion of small business customers to pinpoint when and where to reduce energy use for greater cost savings.
• Customers can download their account's energy-usage data using the 'Green Button' in either a CSV or XML computer-readable file.
• The Energy Analyzer allows users to monitor how usage and costs change by the hour, day, month, or year to year.
• The company utilizes AI algorithms to provide personalized energy-saving recommendations based on historical consumption data.
• The time-of-use rate transition motivated about 30 percent of residential customers to pre-enroll in a time-based plan before the automatic conversion date.

Evergy, Inc. (EVRG) - Ansoff Matrix: Diversification

You're looking at how Evergy, Inc. might step outside its core regulated utility footprint. This is the diversification play, moving into new markets or entirely new business lines. It's where capital allocation gets interesting, moving beyond just grid upkeep and standard generation.

The overall strategic direction is anchored by a massive regulated investment program, but the diversification elements are where you see the exploration of new revenue streams. For instance, the $\mathbf{\$17.5 \text{ billion}}$ capital investment plan for 2025 through 2029 sets the baseline for the regulated business, aiming for an annualized rate base growth of approximately $\mathbf{8.5\%}$ through 2029.

Here's a look at the capital allocation context and the known non-regulated financial impact:

Regarding the specific diversification vectors you mentioned, here's what the current landscape suggests for Evergy, Inc.:

• Establish a non-regulated subsidiary to explore and potentially deploy the advanced nuclear technology outside of the core service area.
• Acquire or build non-regulated, commercial-scale renewable generation assets in adjacent states; the company is actively building $\mathbf{800 \text{ MW}}$ of renewable projects.
• Offer specialized, non-regulated energy consulting and risk management services to large commercial clients nationally.
• Divest from or wind down the Evergy Ventures portfolio to focus capital on new, strategic non-regulated energy solutions; year-to-date losses on these investments were $\mathbf{\$29.0 \text{ million}}$ as of September 30, 2025.
• Develop a defintely new business line providing fiber-optic network leasing using existing transmission rights-of-way to telecommunications firms.

The existing renewable capacity provides a base for this diversification. As of early 2025, Evergy, Inc. owned or had under contract over $\mathbf{4,500 \text{ megawatts}}$ of wind generation capacity. Furthermore, the solar portfolio stood at over $\mathbf{45 \text{ megawatts}}$ in Kansas and Missouri as of 2024, with $\mathbf{10 \text{ megawatts}}$ put into service that year.

The regulated side is also seeing significant revenue shifts that impact capital deployment decisions. For example, the unanimous settlement in the Kansas Central rate case, filed in July 2025, sought a $\mathbf{\$128 \text{M}}$ net revenue increase.

Finance: draft 13-week cash view by Friday.