IPALCO ENTERPRISES, INC. Enters Material Definitive Agreement

Ipalco Enterprises, Inc. 8-K Filing Summary
FieldDetail
CompanyIpalco Enterprises, Inc.
Form Type8-K
Filed DateOct 15, 2025
Risk Levelmedium
Pages4
Reading Time4 min
Key Dollar Amounts$1,999.3 million, $90.7 million, $5.5 billion
Sentimentneutral

Sentiment: neutral

Topics: material-agreement, definitive-agreement

TL;DR

IPALCO ENTERPRISES, INC. signed a big deal, details to come.

AI Summary

On October 15, 2025, IPALCO ENTERPRISES, INC. filed an 8-K report. The filing indicates the company entered into a Material Definitive Agreement. Specific details regarding the agreement, including parties involved and financial terms, are not provided in this summary.

Why It Matters

This filing signals a significant new contract or partnership for IPALCO ENTERPRISES, INC., which could impact its future operations and financial performance.

Risk Assessment

Risk Level: medium — Entering into a material definitive agreement can introduce new risks and opportunities, the impact of which is not yet fully disclosed.

Key Players & Entities

  • IPALCO ENTERPRISES, INC. (company) — Registrant
  • October 15, 2025 (date) — Date of Report
  • Indiana (location) — State of Incorporation
  • 35-1575582 (organization_id) — I.R.S Employer Identification No.
  • One Monument Circle Indianapolis, Indiana 46204 (address) — Principal Executive Offices
  • ( 317 )- 261-8261 (phone_number) — Registrant's telephone number

FAQ

What type of material definitive agreement did IPALCO ENTERPRISES, INC. enter into?

The filing states that IPALCO ENTERPRISES, INC. entered into a Material Definitive Agreement, but the specific nature of the agreement is not detailed in the provided text.

When was the material definitive agreement entered into?

The agreement was entered into on October 15, 2025, which is also the date of the report.

Who are the other parties involved in this material definitive agreement?

The provided text does not specify the other parties involved in the material definitive agreement.

What is the principal business of IPALCO ENTERPRISES, INC.?

IPALCO ENTERPRISES, INC. is in the ELECTRIC SERVICES industry, with SIC code 4911.

Where is IPALCO ENTERPRISES, INC. headquartered?

The company's principal executive offices are located at One Monument Circle, Indianapolis, Indiana 46204.

Filing Stats: 1,077 words · 4 min read · ~4 pages · Grade level 13 · Accepted 2025-10-15 16:58:52

Key Financial Figures

  • $1,999.3 million — stablish a total revenue requirement of $1,999.3 million for AES Indiana's 2027 electric service
  • $90.7 million — rates, based on a revenue deficiency of $90.7 million. Provide for a return on common equit
  • $5.5 billion — Establish a rate base of approximately $5.5 billion for AES Indiana's 2027 electric service

Filing Documents

01 Entry into a a Material Definitive Agreement

Item 1.01 Entry into a a Material Definitive Agreement On October 15, 2025, Indianapolis Power & Light Company, doing business as AES Indiana ("AES Indiana"), a subsidiary of IPALCO Enterprises, Inc. ("IPALCO"), entered into a Stipulation and Settlement Agreement (the "Settlement") with most parties in AES Indiana's pending regulatory rate review at the Indiana Utility Regulation Commission (the "IURC"), including the AES Indiana Industrial Group, Rolls Royce Corporation, Walmart, Inc., and the City of Indianapolis. The Settlement provides for updated base rates for electric service in AES Indiana's territory and is subject to, and conditioned upon, approval by the IURC. Among other rate matters, the Settlement, if approved, would: Establish a total revenue requirement of $1,999.3 million for AES Indiana's 2027 electric service base rates, based on a revenue deficiency of $90.7 million. Provide for a return on common equity of 9.75% using the proposed capital structure of 49.47% common equity and 50.53% long-term debt and a cost of long-term debt of 5.34%. Establish a rate base of approximately $5.5 billion for AES Indiana's 2027 electric service base rates. AES Indiana anticipates an order from the IURC during the second quarter of 2026 addressing its rate review petition. The foregoing description of the Settlement is qualified in its entirety by reference to the Settlement, a copy of which is attached hereto as Exhibit 10.1 and incorporated herein by reference. AES Indiana's rate review case docket, which will include a copy of the Settlement, is available through the IURC's online portal at https://iurc.portal.in.gov by searching Docketed Cases for Cause No. 46258. The information available through the portal or on the website of the IURC is not incorporated herein.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit 10.1* Stipulation and Settlement Agreement dated October 15, 2025. Exhibit 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL. *Pursuant to Item 601(a)(5) of Regulation S-K, exhibits and schedules (and similar attachments) have been omitted. IPALCO agrees to furnish, supplementally, a copy of any omitted schedule or exhibit to the Securities and Exchange Commission upon request by the Commission.

Forward-Looking Statements

Forward-Looking Statements This current report contains forward-looking statements within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934. These statements include, but are not limited to, statements regarding management's intents, beliefs, and current expectations and typically contain, but are not limited to, the terms "anticipate," "potential," "expect," "forecast," "target," "will," "would," "intend," "believe," "project," "estimate," "plan" and similar words. Such forward-looking statements include, without limitation, statements with respect to return on and recovery of costs and expenses, the making of regulatory applications and filings, timing of hearings and approvals, strategic objectives, management's expectations, or other anticipated matters in connection with the Settlement and its effects, including those on AES Indiana's or IPALCO's financial performance and condition. Forward-looking statements are not intended to be a guarantee of future results, but instead constitute our current expectations based on reasonable assumptions. These assumptions include, but are not limited to, our expectations regarding timing of events, accurate projections of market conditions and regulatory rates, future interest rates, commodity prices, continued operating performance and electricity volume, as well as achievements of planned productivity improvements and growth investments at expected rates of return. Actual results could differ materially from those projected in our forward-looking statements due to risks, uncertainties, and other factors. Important factors that could affect actual results are discussed in IPALCO's filings with the Securities and Exchange Commission (the "SEC"), including, but not limited to, the risks discussed under Item 1A: "Risk Factors" and Item 7: "Management's Discussion & Analysis" in IPALCO's 2024 Annual Report on Form 10-K and in subsequent reports filed with the SEC. Readers are encouraged to re

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. IPALCO Enterprises, Inc. Date: October 15, 2025 By: /s/ Brian Hylander Name: Brian Hylander Title: Vice President, General Counsel and Secretary

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