Dte Energy Company · NYSE:DTE
Dte Energy — EEI Financial Conference 2025
22 slides from Dte Energy's conference presentation, Nov 7, 2025
Slide 1: EEI Financial Conference November 9-11, 2025
EEI Financial Conference November 9 - 11, 2025 EXHIBIT 99.1
Slide 2: Safe harbor statement
Safe harbor statement 2 The information contained herein is as of the date of this document. DTE Energy expressly disclaims any current intention to update any forward-looking statements contained in this document as a result of new information or future events or developments. Words such as “antici
Slide 3: Continuing to deliver exceptional results; well positioned for long-term growth
Continuing to deliver exceptional results for our stakeholders; well positioned for long-term growth 3 1. Refer to the appendix for information regarding the reconciliation of operating earnings (non-GAAP) to reported earnings ✓ Highly engaged team committed to delivering best-in-class results for o
Slide 4: Data center development drives $6.5 billion increase to 5-year capital plan
Data center development and investments in reliability and cleaner generation drive a $6.5 billion increase to our 5-year capital investment plan 4 1. Refer to the appendix for information regarding the reconciliation of operating earnings (non-GAAP) to reported earnings $24 $4 ~$2 2025 - 2029 prior
Slide 5: Capital increase driven by data center transaction and customer-focused initiatives
• Capital increase of $6 billion from prior plan is primarily driven by data center transaction and other customer-focused initiatives — Incremental storage investment to support data center transaction; fully covered by the data center customer — Renewable investment supports continued success of M
Slide 6: Agreement for ~1.4 GW of new data center load drives growth
Recently executed agreement for ~1.4 GW of new data center load drives growth and customer affordability benefits Overview Capacity Requirements Investment Next Steps • Executed agreement with a subsidiary of Oracle • ~1.4 GW of demand ramping up over next 2 to 3 years • 19-year power supply agreeme
Slide 7: Additional data center opportunities provide upside to long-term plan
2025 2026 2027 2028 2029 2030 Additional data center opportunities provide upside to long-term plan 7 $7.23 $7.73 ~3 GW data center opportunities provide upside to plan (operating EPS2 guidance) ~3 GW could drive over 8% operating EPS CAGR from 2027 - 2030 6 GW pipeline provides additional capital o
Slide 8: Economic development and continuous improvement sustain affordability track record
Economic development opportunities combined with our continuous improvement culture will sustain our track record of managing customer affordability 3.0% 15.8% 21.3% DTE Electric Great Lakes average National average Top tier affordability Total electric residential bill change % from 2021 to 20251 ✓
Slide 9: 2026 operating EPS early outlook provides 7% growth over 2025
2026 operating EPS1 early outlook midpoint provides 7% growth over 2025 original guidance midpoint; positioned to achieve high end 9 1. Refer to the appendix for information regarding the reconciliation of operating earnings (non-GAAP) to reported earnings 2024 guidance midpoint 2025 guidance 2026 e
Slide 10: Maintaining strong cash flows, balance sheet and credit profile
Maintaining strong cash flows, balance sheet and credit profile 10 Credit ratings S&P Moody’s Fitch DTE Energy (unsecured) BBB Baa2 BBB DTE Electric (secured) A Aa3 A+ DTE Gas (secured) A A1 A Strong balance sheet supports robust customer-focused investment agenda • Customer-focused capital investme
Slide 11: Investment Thesis: proven execution, strong growth outlook
11 Investment Thesis: proven execution, strong growth outlook and customer- focused strategy backed by a solid regulatory construct Strong Long-Term Growth Opportunities Solid Regulatory Construct Reliable and Affordable Energy for our Customers Consistent Financial Results • Met or exceeded operati
Slide 12: Appendix
12 Appendix
Slide 13: 2025 operating EPS guidance midpoint provides 7% growth over 2024
2025 operating EPS1 guidance midpoint provides 7% growth over 2024 original guidance midpoint; positioned to achieve high end (millions, except EPS) 2025 guidance DTE Electric $1,205 - $1,225 DTE Gas 310 - 320 Higher O&M as we unwind one-time lean operational measures implemented over the past few y
Slide 14: DTE Gas: replacing aging infrastructure for reliability and safety
DTE Gas: replacing aging infrastructure to ensure reliability and safety for our customers 14 Gas renewal program Base infrastructure $1.5 $1.8 $2.5 $2.7 2025 - 2029 prior plan 2026 - 2030 current plan $4.0 $4.5 DTE Gas investment (billions) • Continuing to improve customer service excellence and pr
Slide 15: DTE Vantage: strategic focus on decarbonization solutions
DTE Vantage: strategic focus on decarbonization solutions for customers 15 JN • Progressing on project development − Continuing construction on the long-term, fixed-fee custom energy solutions project with Ford Motor Company; expecting commercial operation in 2026 − Progressing on project to design,
Slide 16: Preparing for significant capacity additions as plants retire
We are preparing for significant capacity additions as we serve new load and replace retiring plants 16 ✓ Data center driven load growth drives incremental storage requirement near- term Key drivers of generation development ✓ Clean energy legislation and evolving policy landscape ✓ Retirement of le
Slide 17: Top tier affordability for our customers
Top tier affordability for our customers over the last 4 years 17 State comparison – electric residential bill change % from 2021 to 20251 DTE 3.0% Great Lakes average 15.8% U.S. average 21.3% 1st quartile 2nd quartile 3rd quartile 4th quartile Great Lake peer states 1. Source: Energy Information Ad
Slide 18: ESG efforts are key priorities
Environmental, social and governance (ESG) efforts are key priorities; aspiring to be the best in the industry Environment • Transitioning towards net zero1 emissions at both utilities • Accelerating transition to cleaner generation • Protecting our natural resources Social • Focusing on the diversi
Slide 19: Investing in Michigan businesses, creating jobs and supplier diversity
$3.3b invested with Michigan businesses in 2024 $955m invested with Detroit suppliers in 2024 $1.0b invested with certified suppliers owned by women, minorities, veterans, members of the LGBTQ+ community and disability- owned businesses in 2024 70+ supplier diversity awards earned since 2018 92,000
Slide 20: Weather impact on sales
Weather impact on sales Cooling degree days1 Operating earnings2 impact of weather Weather normal sales1 DTE Electric Heating degree days3 Operating earnings2 impact of weather DTE Gas (GWh) YTD 2024 YTD 2025 % Change Residential 11,930 11,998 0.6% Commercial 14,604 14,435 (1.2%) Industrial 7,817 7,
Slide 21: Cash flow and capital expenditures guidance
Cash flow and capital expenditures guidance 21 1. Includes equity issued for employee benefit programs 2025 guidance DTE Electric Base infrastructure $765 Cleaner generation 1,450 Distribution infrastructure 1,520 $3,735 DTE Gas Base infrastructure $345 Gas renewal program 315 $660 Non-utility $375
Slide 22: Reconciliation of reported to operating earnings
Reconciliation of reported to operating earnings (non-GAAP) 22 Use of Operating Earnings Information – Operating earnings exclude non-recurring items, certain mark-to-market adjustments and discontinued operations. DTE Energy management believes that operating earnings provide a meaningful represent