Toyo Co (TOYO) Investor presentation summary

Mission and strategic positioning

• Aims to power the world with green, clean energy through high-quality solar solutions at competitive scale and cost.

• Focuses on rapid growth, profitability, and non-FEOC compliance, leveraging strong U.S. and global partnerships.

• Acquired VSUN brand to expand U.S. market access and strengthen integrated value chain.

Operational scale and manufacturing footprint

• Achieved $142.8M in Q1 2026 revenue and shipped 1.45 GW of solar cells globally in Q1 2026.

• Operates 6 GW cell capacity (2 GW Vietnam, 4 GW Ethiopia) and 2 GW U.S. module capacity in Houston.

• Ethiopia facility (4 GW) is substantially allocated through end of 2026, creating ~1,800 jobs.

• Plans for 1.5 GW HJT cell facility in Texas, targeting Q1 2028 pilot production and 400 new jobs.

Technology and product leadership

• Proprietary solar cell technology developed by award-winning R&D team, including Queen Elizabeth Award laureates.

• Focus on HJT technology for high efficiency (25%+), superior bifacial performance, and future perovskite tandem integration.

• Advanced automation and robotics enhance quality, scalability, and operational resilience.