T1 Energy Inc. · NYSE:TE
T1 Energy — Q3 2026 Earnings Presentation
12 slides from T1 Energy's earnings presentation, Nov 12, 2026
Slide 1: Q3 2026 Earnings Call
1 Q3 2026 Earnings Call November 12, 2026 G2_AUSTIN CONSTRUCTION: NOVEMBER 2026
Slide 2: Forward Looking Statements
2 Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward-looking statement
Slide 3: Participants and Agenda
3 Participants and Agenda Prepared Remarks ITEM DETAILS Daniel Barcelo Chairman of the Board & Chief Executive Officer ▪ Key messages ▪ Business updates ▪ Concluding remarks David Seigler SVP, Special Projects & Operations ▪ G2_Austin Evan Calio Chief Financial Officer ▪ Financial summary ▪ Capital
Slide 4: State of the Business
4 Q3 2026 Earnings Call State of the Business Financing ▪ T1 is in negotiations with certain institutional investors under exclusivity (with certain exceptions) to pursue a primarily debt-based financing solution to fund the remaining balance of capital expenditures for Phase 1 of G2_Austin 1 ▪ Exec
Slide 5: T1 Strong Position Post Section 232
5 Q3 2026 Earnings Call T1 Strong Position Post Section 232 T1 is investing in America's first integrated PV supply chain built on leading, U.S. -owned technology 5GW U.S. Polysilicon & Wafer ▪ T1 has made a major financial commitment to the domestic polysilicon industry as the largest buyer of U.S.
Slide 6: Improving U.S. Solar Market Fundamentals
6 Q3 2026 Earnings Call Improving U.S. Solar Market Fundamentals T1's onshoring investments sit at the nexus of favorable U.S. public policy and growing domestic power demand U.S. module prices have increased ▪ The Commerce Department's Section 232 proclamation, OBBBA FEOC restrictions, robust end u
Slide 7: T1's Building Commercial Momentum
7 Q3 2026 Earnings Call T1's Building Commercial Momentum T1 has a growing offtake portfolio and sales pipeline of major U.S. utility scale customers G1_Dallas 2027 – 2030 Module Contract Backlog and Sales Pipeline Direct sales initiative is yielding commercial success ▪ T1 is diversifying its U.S.
Slide 8: G2_Austin Update: Structure complete, MEP contractors started
8 Jul. Aug . First Process Equipment enters US Ports Remaining Process Equipment enters US Ports MEP Contracts Awarded MEP installation begins T1 is constructing the 2.1GW Phase One of its flagship U.S. solar cell fab ▪ T1 intends to temporarily match the pace of capital spending at G2_Austin with t
Slide 9: G1_Dallas Operations Update
9 Q3 2026 Earnings Call G1_Dallas Operations Update Preparing for an active fourth quarter 2026 and building contract coverage for 2027 G1_Dallas Q3 2026 Production and Outbound Activity Summary Production Status ▪ Produced 1,056MW of solar modules in Q3 2026 ▪ T1 elected to build module inventory o
Slide 10: T1 Financial Summary
10 Q3 2026 Earnings Call T1 Financial Summary T1 is preparing to service new contracts at G1 while funding construction of G2 T1 BALANCE SHEET SUMMARY 1,056 MW Q3 2026 Module Production T1 built 326 MW of inventory in Q3 to accommodate new customer contracts 8.5% Q3 2026 Gross Margin Q3 margins incl
Slide 11: Revisiting T1's Investment Case
11 Same thesis, more advanced, with a clear top priority: achieve integrated G1/G2 production Q3 2026 Earnings Call Revisiting T1's Investment Case A YEAR AGO | NOV 2025 NOW | Q3 2026 WHY IT MATTERS Contracted Demand Initial G2 cell offtake in advanced negotiations; first deal targeted by year-end T
Slide 12: Q&A
12 Q&A