Solaris Energy Infrastructure (SEI) Investor presentation summary

Strategic growth and market positioning

• Market capitalization estimated at $5-6 billion, with a focus on power and logistics solutions for hyperscalers, data centers, utilities, and industrial sectors.

• Over 90% of adjusted EBITDA contribution comes from power solutions, with logistics solutions contributing less than 10%.

• Long-term agreements with leading technology companies underpin more than 2 GW of data center power capacity.

• Adjusted EBITDA growth CAGR projected at over 40% from 2025 to 2029, driven by capacity expansion.

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

Recent acquisitions and capacity expansion

• Acquired a full-cycle power generation services company, bringing installation, repair, and maintenance in-house, accretive to earnings and cash flow.

• Inaugural $1.3 billion senior unsecured notes offering and a new $650 million revolving credit facility strengthen the balance sheet.

• Upsized data center power contract and announced a third long-term behind-the-meter contract with a new technology customer.

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

Integrated service model and global reach

• GESA acquisition delivers full-cycle power services globally, expanding in-house expertise and adding new end markets.

• Services now span installation, commissioning, operation, maintenance, and emergency response for turbines and generators.

• Revenue distribution is diversified across international power, industrial, utility, and OEM/packager markets.