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Orion Energy Systems (OESX) investor relations material

Orion Energy Systems LD Micro Main Event XIX Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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LD Micro Main Event XIX Investor Conference summary21 Oct, 2025

Strategic overview and business segments

  • Operates in three segments: LED lighting, commercial/industrial EV charging, and lighting/electrical maintenance.

  • Revenue streams are diversified, with recurring revenues in maintenance and project-based revenues in other segments.

  • Cost structure optimized by removing $6.5 million in expenses, lowering break-even to $80 million.

  • Maintains a blue-chip, long-term customer base with repeat business and nimble operations.

  • Turnkey project management and multiple go-to-market models provide competitive advantage.

Product innovation and operational capabilities

  • Manufactures high-efficiency LED products in the U.S., compliant with BAA and BABA standards.

  • Offers both premium and cost-competitive sourced products, with strong uptake in the mid-tier.

  • Proprietary manufacturing enables fast response and short lead times for U.S.-made products.

  • Maintenance contracts are typically three years, enhancing customer retention and cross-selling opportunities.

  • EV charging business strengthened by Voltrek acquisition, with revenues growing from $7.5M to $17M in two years.

Market trends and growth outlook

  • LED penetration in commercial/industrial markets is about 40%, with ongoing upgrades from Gen 1 LEDs.

  • Lighting projects deliver about 50% energy savings, with payback periods of one to four years.

  • Each business segment expected to grow; maintenance growth slower, EV growth conservative but on track with guidance.

  • Significant infrastructure need in EV charging supports long-term growth potential.

  • M&A opportunities considered in adjacent lighting or EV markets, with organic growth also prioritized.

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Frequently asked questions

Orion Energy Systems Inc designs, manufactures, and installs energy-efficient LED lighting and smart building control systems. The company serves commercial, industrial, and government clients with turnkey lighting retrofits and maintenance solutions. It is headquartered in Manitowoc, Wisconsin, and its shares are listed on the NASDAQ.

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