T1 Energy Inc. · NYSE:TE
T1 Energy — Q2 2026 Earnings Presentation
11 slides from T1 Energy's earnings presentation, Aug 12, 2026
Slide 1: Q2 2026 Earnings Call
August 12, 2026 Q2 2026 Earnings Call G2_AUSTIN CONSTRUCTION: AUGUST 2026 1
Slide 2: Important Notices
Q2 2026 Earnings Call Important Notices Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All Use of Non-GAAP Financial Measures statements contained in this presentation that do not relate to
Slide 3: Participants and Agenda
Q2 2026 Earnings Call Participants and Agenda Prepared Remarks ITEM DETAILS Daniel Barcelo ▪ Key messages Chairman of the Board and Chief Executive Officer ▪ Business updates ▪ Concluding remarks Andy Munro ▪ Section 232 update Chief Legal and Policy Officer Evan Calio ▪ Financial summary Chief Fina
Slide 4: State of the Business
Q2 2026 Earnings Call State of the Business T1 continues to execute its strategy to build a U.S. domestic solar FINANCING champion with an industry leading U.S. silicon-based technology ▪ T1 continues to target a comprehensive financing solution, which includes a significant debt component, to fund
Slide 5: Section 232 Overview
Q2 2026 Earnings Call Section 232 Overview T1 applauds the policy framework that supports domestic solar manufacturing and a U.S. polysilicon supply chain KEY ELEMENTS OF PROCLAMATION ▪ Minimum Import Pricing and Ad valorem tariffs on polysilicon and polysilicon derivatives, including solar modules
Slide 6: Strengthening T1's Domestic Solar Leadership
Q2 2026 Earnings Call Strengthening T1’s Domestic Solar Leadership T1’s purchase of foundational TOPCon solar IP further enhances unique value proposition to customers and partners T1’s Unique Value Proposition to Customers IP TRANSACTION OVERVIEW Building 2.1 GW of U.S. solar fab capacity at ▪ T1 h
Slide 7: G2_Austin: Flagship U.S. Project Update
Q2 2026 Earnings Call G2_Austin: Flagship U.S. Project Update Construction of T1’s flagship U.S. solar cell fab proceeding with first cell production expected in Q1 2027 Latest from G2_Austin: WE ARE HERE Building ready for interior MEP (Mechanical, Electrical, Q2 2026 Q3 2026 Q4 2026 Q1 2027 and Pl
Slide 8: G1_Dallas Operations Update
Q2 2026 Earnings Call G1_Dallas Operations Update Executing against 3GW of contracts in 2026 Production Status G1_Dallas Q2 2026 Production and Outbound Activity ▪ Produced 935.3 MW of solar modules in Q2 2026 Summary ▪ Module production moved higher sequentially throughout Q2 2026 Sales and Commerc
Slide 9: T1 Financial Summary
Q2 2026 Earnings Call T1 Financial Summary T1 is well positioned to fund growth and T1 BALANCE SHEET SUMMARY generate improving financial performance at G1_Dallas in H2 2026 As of As of $ in millions 31-June-26 31-Mar-26 935 MW 19.6% $10.7MM Cash, cash equivalents, and restricted cash $149 $124 Q2 2
Slide 10: T1's Strategic Priorities
Q2 2026 Earnings Call T1’s Strategic Priorities Building a U.S. solar champion on foundation of domestic content and leading U.S. technology BUILD FUND OPERATE ENGAGE ▪ Build sustainable competitive ▪ Secure comprehensive financing ▪ Focus on driving cost efficiencies ▪ Position T1 as the U.S. silic
Slide 11: Lil
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