Solaris Energy Infrastructure, Inc. · NYSE:SEI
Solaris Energy Infrastructure — Q2 2026 Earnings Presentation
13 slides from Solaris Energy Infrastructure's earnings presentation, Aug 5, 2026
Slide 1: Q2 2026 Earnings Supplement
Solaris Energy Infrastructure, Inc. Q2 2026 Earnings Supplement August 5, 2026
Slide 2: Recent Updates
Solaris Energy Infrastructure Q2 Consolidated Adjusted EBITDA of $108 Million, Up 30% Sequentially Expanded Three Long-Term Contracts, Adding >$100 Million of Incremental Recent Updates Annual Adjusted EBITDA - Hatchbo contract expanded to full operating agreement with enhanced scope and extended po
Slide 3: Consolidated Financial Results Summary
Solaris Energy Infrastructure Consolidated Financial Results Summary Total Revenue Total Adjusted EBITDA (1) Pro Forma Adjusted EPS (1) Dollars in millions Dollars in millions YoY YoY YoY $219 $108 $0.39 $149 $61 $0.34 2Q25 2Q26 2Q25 2Q26 2Q25 2Q26 QoQ QoQ QoQ $219 $108 $0.44 $196 $0.39 $84 1Q26 2Q2
Slide 4: Contracted Growth Drives Multi-Year Earnings Visibility
Solaris Energy Infrastructure Contracted Growth Drives Multi-Year Earnings Visibility New Power Contracts Lift Visible Annual EBITDA with Further Upside Potential Contracted EBITDA at Full Deployment + Illustrative Potential Annual Adjusted EBITDA (1,2,3) ($ millions) Upside Potential + Further Grow
Slide 5: Current Capital Plan: Growth to 3,200 MW and Contracted Enhanced Scope
Solaris Energy Infrastructure Current Capital Plan: Growth to 3,200 MW and Contracted Enhanced Scope Remaining Consolidated and Net Capex (1) (2) ($ millions) Actual Actual Forecast Forecast Forecast Forecast Forecast Q1 2026 Q2 2026 Q3 2026 Q4 2026 2027 2028 2029 Consolidated Capex (3) $343 $492 $5
Slide 6: Financial Guidance: Q3 and Q4 2026
Solaris Energy Infrastructure Financial Guidance: Q3 and Q4 2026 ($ and shares in millions) Q2 2026 Actual Q3 2026 Guidance Q4 2026 Guidance Power Solutions Adjusted EBITDA $96 $80-94 Logistics Solutions Adjusted EBITDA $25 $23-25 Corporate and Other Expense ($13) ($13-14) ($14-15) Total Adjusted EB
Slide 7: Debt Capitalization Summary: Current and Fully Deployed JV Capacity
Solaris Energy Infrastructure Debt Capitalization Summary: Current and Fully Deployed JV Capacity ($ in millions) Annual Pro Forma Potential w/Fully Deployed JV Interest Rate Notional Balance at 6/30/26 Capacity (1) Convertible Notes due 2030 ($26.39 conversion price) 4.75% $155 $155 Convertible Not
Slide 8: Capitalization Options for Valuation Purposes
Solaris Energy Infrastructure Capitalization Options for Valuation Purposes Option 1: Treat Convertible Option 2: Treat Convertible ($ and shares in millions) Notes as Debt Notes as Shares Debt Convertible Notes due 2030 ($26.39 conversion price) $155 - Convertible Notes due 2031 ($57.20 conversion
Slide 9: Appendix
Solaris Energy Infrastructure Appendix solaris-energy.com 9
Slide 10: EBITDA and Adjusted EBITDA Reconciliation
Solaris Energy Infrastructure EBITDA and Adjusted EBITDA Reconciliation Three months ended, Twelve months ended December 31, ($ in 000s) June 30, 2026 March 31, 2026 December 31, 2025 September 30, 2025 2025 2024 2023 Net income (loss) $25,232 $32,055 ($3,509) $24,814 $58,402 $28,918 $38,775 Depreci
Slide 11: Adjusted Pro Forma Net Income and Adjusted Pro Forma EPS Reconciliation
Solaris Energy Infrastructure Adjusted Pro Forma Net Income and Adjusted Pro Forma EPS Reconciliation Three Months Ended ($ in 000s) June 30, 2026 March 31, 2026 June 30, 2025 Numerator: Net income attributable to Solaris $20,486 $21,438 $11,955 Adjustments: Reallocation of net income attributable t
Slide 12: Disclaimer
Solaris Energy Infrastructure Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Examples of forward-looking state
Slide 13: solaris-energy.com
Solaris Energy Infrastructure solaris-energy.com Follow us on LinkedIn Solaris Energy Infrastructure Follow us on LinkedIn 9651 Katy Freeway, Suite 300 Houston, Texas 77024 solaris-energy.com 13
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