Orion Energy Systems (OESX) Investor presentation summary

Strategic positioning and business model

• Focuses on LED lighting, controls, maintenance, and EV charging, leveraging vertical integration and U.S.-based manufacturing for a competitive moat.

• Turnkey solutions and multi-year contracts drive recurring revenue and deepen customer relationships.

• Buy American Act compliance opens access to federal, state, and municipal procurement.

• Growth vectors include data centers, EV infrastructure, and electrical contracting.

Business segments and offerings

• Offers design, manufacturing, and installation of energy-efficient LED lighting for commercial and industrial clients.

• Provides maintenance and technical services for lighting and EV systems, with recurring revenue from multi-year contracts.

• Delivers end-to-end commercial EV charging solutions, including site design, installation, and maintenance.

Customer base and case studies

• Serves Fortune 100 and blue-chip clients across manufacturing, retail, logistics, and public sectors.

• Case studies highlight significant energy and cost savings, such as a 342,445 kWh annual reduction for a testing facility and EV fleet electrification for Boston Public Schools.

• Long-term relationships enable cross-selling and expanded service offerings.