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Performance was driven by strong weather-normalized demand growth of 4.7% in the quarter, though this was effectively offset by mild winter weather that resulted in essentially flat load impacts compared to the prior-year quarter.

Management attributed the successful execution of a fifth large-load Electric Service Agreement (ESA) to the region's competitive positioning for data centers and advanced manufacturing.

The Large Load Power Service (LLPS) tariff framework ensures that new large customers pay premium rates, covering their share of system costs while providing affordability benefits to existing customers.

Operational momentum is supported by the early start-up of a large data center in March and the continued ramp-up of the Panasonic EV battery plant.

Strategic amendments to two existing ESAs will accelerate revenue realization into 2026, helping to mitigate the impact of mild winter weather experienced early in the year.

Management emphasized an 'all-of-the-above' generation strategy, prioritizing natural gas, solar, and storage to meet the 3 gigawatts of secured large-load demand.

Affordability remains a core strategic pillar, with overall rate increases since 2018 totaling approximately 5.1%, significantly trailing cumulative inflation.

Retail load growth CAGR forecast was raised to approximately 7% to 8% through 2030, up from the previous 6% estimate.

Annual adjusted EPS growth is expected to exceed 8% beginning in 2028, supported by a projected 12% rate base CAGR.

Management expects to execute at least one additional large-load ESA in 2026, which would represent upside to the current financial plan.

The 2026 Integrated Resource Plan (IRP) will reflect higher long-term demand, updated coal retirement schedules, and new federal tax credit policies.

Guidance for 2026 assumes that incremental large-load margins and other revenues will fully offset the $0.06 EPS headwind from Q1 mild weather.

A unanimous stipulation in Kansas will return over $100 million annually in nuclear production tax credits to customers over three years to enhance affordability.

Missouri West customers may face rate increases above inflation over the next five years due to necessary investments in dispatchable baseload generation.

The company maintains a 14% to 15% FFO-to-debt target through 2028, with expectations for further strengthening as large customers reach peak load.

Large-load contracts include minimum monthly bill protections, providing high visibility into long-term cash flows regardless of actual capacity utilization.

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Management confirmed that the 500-megawatt increase in projected 2030 capacity drove the rate base CAGR upward to approximately 12%.

The 250-basis-point lag between rate base and EPS growth remains the standard planning assumption, trending toward the upper end of growth targets.

Evergy has secured turbine reservations beyond current needs to remain responsive to the robust 10-gigawatt-plus pipeline.

Future ESA signings will likely trigger incremental capital needs, creating further upward bias to the long-term investment plan.

The equity issuance plan remains unchanged at $700 million to $900 million annually through 2029, with no needs anticipated in 2030.

Management currently favors the ATM program over block issuances for 2026 requirements due to the manageable size of remaining needs.

While hyperscaler off-takers are preferred, all customers must meet strict LLPS credit requirements, including investment-grade ratings or letters of credit.

The latest ESA involves a premier developer with a BBB+ rating, and further off-taker details are expected in the coming months.

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