Evergy, Inc. (EVRG): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizada]

No cenário dinâmico da transformação de energia, a Evergy, Inc. surge como uma potência estratégica, traçando meticulosamente sua trajetória de crescimento através da matriz de Ansoff. Ao misturar estratégias inovadoras de mercado com soluções tecnológicas de ponta, a empresa está pronta para redefinir a distribuição de eletricidade, o envolvimento do cliente e a integração de energia renovável nos Estados Unidos do Centro-Oeste. Da penetração do mercado direcionada a iniciativas de diversificação ousadas, a abordagem abrangente da Evergy promete revolucionar como as comunidades consomem, gerenciam e percebem a infraestrutura elétrica em um futuro cada vez mais sustentável.

Evergy, Inc. (EVRG) - ANSOFF MATRIX: Penetração de mercado

Expanda a base de clientes por meio de marketing direcionado

A Evergy atende a aproximadamente 1,6 milhão de clientes elétricos em Kansas e Missouri. A partir de 2022, os territórios de serviço da empresa cobrem 54 municípios com uma área total de serviço de 14.000 milhas quadradas.

Implementar programas de eficiência energética

Em 2022, a Evergy investiu US $ 42,3 milhões em programas de eficiência energética. A empresa alcançou 256 GWh de economia de energia através dessas iniciativas.

• Programas de desconto residencial: US $ 12,5 milhões
• Incentivos de eficiência comercial: US $ 18,7 milhões
• Assistência energética de baixa renda: US $ 11,1 milhões

Oferecer estruturas de preços e taxas competitivos

Taxas médias de eletricidade residencial para o Evergy em 2022:

Aprimore o engajamento digital do cliente

Estatísticas da plataforma digital para 2022:

• Downloads de aplicativos móveis: 375.000
• Usuários de pagamento de conta on -line: 62% da base de clientes
• Interações de atendimento ao cliente digital: 1,2 milhão

Pontuação de satisfação do cliente através de plataformas digitais: 4.3/5

Evergy, Inc. (EVRG) - Anoff Matrix: Desenvolvimento de Mercado

Expansão potencial de serviço para estados adjacentes do Centro -Oeste

A Evergy atende 1,6 milhão de clientes em Kansas e Missouri. Os estados de expansão em potencial incluem Nebraska, Iowa e Oklahoma.

Parcerias estratégicas com municípios regionais

Atualmente, a Evergy mantém 14 parcerias municipais em Kansas e Missouri.

• Valor médio do contrato de parceria municipal: US $ 5,2 milhões anualmente
• Potencial de expansão da rede: 87 municípios adicionais
• Investimento de infraestrutura projetada: US $ 42,6 milhões

Investimento de infraestrutura de transmissão

A Evergy opera 9.500 milhas de linhas de transmissão em seus territórios de serviço atuais.

Pesquisa de mercado para novos segmentos de clientes

A atual quebra da base de clientes da Evergy:

• Residencial: 1,2 milhão de clientes (75%)
• Comercial: 320.000 clientes (20%)
• Industrial: 80.000 clientes (5%)

Segmentos de clientes emergentes identificados:

• Consumidores de energia renovável: potencial de crescimento de 24% no mercado
• Infraestrutura de carregamento de veículos elétricos: oportunidade de mercado de US $ 67 milhões
• Integração de tecnologia doméstica inteligente: projeção de crescimento anual de 18%

Evergy, Inc. (EVRG) - ANSOFF MATRIX: Desenvolvimento de produtos

Pacotes inovadores de energia renovável

A Evergy investiu US $ 247 milhões em infraestrutura de energia renovável em 2022. A empresa atualmente opera 3.200 MW de capacidade de geração eólica e solar.

Tecnologias avançadas de grade inteligente

A Evergy implantou tecnologias de grade inteligente em 1,6 milhão de conexões de clientes no Kansas e no Missouri. A empresa registrou 99,7% de confiabilidade da grade em 2022.

• Instalações de medidores inteligentes: 1,2 milhão de unidades
• Investimento de modernização da grade: US $ 386 milhões
• Melhorias de eficiência energética: redução de 3,2% nas perdas de transmissão

Soluções de energia personalizadas para proprietários de veículos elétricos

A Evergy oferece taxas especializadas de cobrança de EV com custos 23% menores de eletricidade durante o horário fora do pico. A empresa possui 420 estações públicas de carregamento em EV em seu território de serviço.

Investimento de tecnologias de armazenamento de energia

A Evergy comprometeu US $ 172 milhões a projetos de armazenamento de energia em 2022. A empresa atualmente possui 85 MW de capacidade de armazenamento de bateria integrados à geração solar e eólica.

• Investimento de armazenamento de bateria: US $ 2,1 milhões por 10 MW
• Eficiência da tecnologia de armazenamento: 89% de eficiência de ida e volta
• Capacidade de armazenamento projetada crescimento: 35% até 2025

Evergy, Inc. (EVRG) - Anoff Matrix: Diversificação

Explore mercados emergentes de energia verde: geração e armazenamento de energia de hidrogênio

O investimento em geração de energia de hidrogênio da Evergy a partir de 2023: US $ 78,4 milhões. Tamanho do mercado de hidrogênio projetado até 2030: US $ 11,4 bilhões. Capacidade de produção de hidrogênio atual: 15 MW. Expansão planejada: 45 MW até 2026.

Desenvolva sistemas de gerenciamento de recursos energéticos distribuídos

Investimento atual de Derms: US $ 42,6 milhões. Crescimento do mercado projetado: 22,5% anualmente. Mercado endereçável total até 2025: US $ 3,8 bilhões.

• Orçamento de desenvolvimento de software Derms: US $ 18,3 milhões
• Cobertura atual de integração do sistema: 47 redes de utilitário
• Integração projetada do sistema até 2026: 92 redes de serviços públicos

Crie serviços de consultoria de tecnologia para serviços públicos

Receita anual de consultoria de tecnologia: US $ 24,7 milhões. Tamanho da equipe de consultoria: 86 profissionais. Serviços de transformação digital Valor de mercado: US $ 1,2 trilhão até 2027.

Investigar investimentos de infraestrutura de carregamento de veículos elétricos

Investimento atual de infraestrutura de cobrança de EV: US $ 56,2 milhões. Implantações planejadas da estação de carregamento: 340 estações até 2025. Valor projetado do mercado de carregamento EV: US $ 67,4 bilhões até 2026.

• Estação de cobrança Investimento por unidade: US $ 165.000
• Estações de carregamento operacional atuais: 124
• Cobertura de Rede de Charagem Projetada: 12 estados até 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.