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Orion Energy Systems (OESX) investor relations material

Orion Energy Systems Lytham Partners Fall 2025 Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Lytham Partners Fall 2025 Investor Conference summary30 Sep, 2025

Organizational mission and business overview

  • Focuses on helping customers achieve sustainability, energy savings, and carbon footprint reduction through innovative technology and service.

  • Offers efficient LED lighting systems, commercial and industrial EV charging infrastructure, and managed services.

  • Operates a US-based manufacturing facility with flexible supply chain capabilities.

  • Diversified revenue streams across lighting, EV, and maintenance, with recurring revenue potential.

  • Over 10% insider ownership and a blue-chip customer base.

Key business segments and capabilities

  • Lighting segment provides design, manufacturing, and installation of energy-efficient LED systems for commercial and industrial retrofits.

  • Maintenance and technical services offer recurring revenue through multi-year contracts for lighting, electrical, and EV system support.

  • EV charging segment delivers end-to-end solutions, including site design, installation, and maintenance, with national execution and partnerships with leading suppliers.

  • Turnkey project management model covers facility audit, design, manufacturing, installation, rebate, warranty, and ongoing maintenance.

  • Accelerated product development cycle brings products to market in 4–6 months, supporting market leadership.

Competitive advantages and customer impact

  • Delivers industry-leading energy efficiency and smart design, maximizing ROI for clients.

  • Custom manufacturing and inventory management enable rapid response and compliance with BAA/BABA requirements.

  • Nationwide network of certified professionals provides 24-hour response for lighting and electrical issues.

  • 15 years of EV charging expertise, managing 7,300 charging ports and partnering with utilities for Make Ready programs.

  • Serves Fortune 100 and global leaders across manufacturing, retail, logistics, government, and more.

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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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