Solaris Energy Infrastructure (SEI) Investor presentation summary

Strategic growth and market positioning

• Market capitalization stands at approximately $5 billion, with a focus on power and logistics solutions for hyperscalers, data centers, and industrial sectors.

• Over 90% of adjusted EBITDA is contributed by power solutions, with logistics solutions accounting for less than 10%.

• Long-term agreements with three leading technology companies secure over 2 GW for data centers.

• Adjusted EBITDA growth CAGR is projected at over 40% from 2025 to 2029.

• Insider ownership is around 20%, with a founder-led management team.

Recent operational and financial highlights

• Strengthened balance sheet with a $1.3 billion senior unsecured notes offering and a new $650 million revolving credit facility.

• Upsized data center power contract, increasing project investment and returns by 60%.

• Acquired 1 GW of new generation capacity, bringing the pro forma fleet to 3,200 MW.

• Announced a third long-term microgrid contract for over 600 MW with a new technology customer.

• Q1 2026 adjusted EBITDA was $84 million; Q2 guidance raised to $83–93 million, with Q3 guidance at $80–95 million.

Power infrastructure and demand trends

• Consolidated power capacity is 3,200 MW, with significant growth potential driven by data center demand.

• Data center energy consumption could rank among the world’s largest energy consumers.

• Global power demand is growing 50% faster than the previous decade’s average.

• Over 56 GW of onsite power capacity is planned or under development globally.

• Pro forma adjusted EBITDA at 3,200 MW is projected at $950–1,000 million.