Zeo Energy (ZEO) Investor presentation summary

Business overview and strategy

• Operates two main units: residential solar and long-duration energy storage (LDES), with a nimble, market-selective approach that has maintained stable volumes despite industry declines.

• Vertically integrated platform delivers sales, installation, and service, creating multiple revenue streams and a profitable, expandable model.

• Acquisition of Heliogen enables entry into commercial LDES, supporting expansion into data centers and industrial clients.

• Focuses on markets with optimal conditions and incentives, outperforming peers on cash flow and resilience.

Sales and customer value proposition

• Multi-tiered sales process and custom CRM maximize lead generation, conversion, and track KPIs in real time.

• Delivers lower utility prices, local energy control, grid export options, and seamless customer service.

• Lifecycle services and recurring revenue opportunities from stranded assets due to industry bankruptcies.

Market trends and growth drivers

• U.S. solar penetration remains low compared to international markets, with significant growth potential.

• Electrification and AI/data center trends are accelerating electricity demand, with data centers projected to drive 2x the demand of other trends.

• Utility price inflation and grid resilience needs are strong tailwinds for solar and storage adoption.

• Shift toward leases and PPAs as financing options, supported by strong financial partnerships.