Solaris Energy Infrastructure, Inc. · NYSE:SEI
Solaris Energy Infrastructure — Q2 2025 Earnings Presentation
10 slides from Solaris Energy Infrastructure's earnings presentation, Jul 24, 2025
Slide 1: Solaris Energy Infrastructure, Inc. Q2 2025 Earnings Supplement
Solaris Energy Infrastructure, Inc. Q2 2025 Earnings Supplement July 23, 2025
Slide 2: Rapid Growth as a Premier Power Solutions Company
Solaris Energy Infrastructure Rapid Growth as a Premier Power Solutions Company Early Mover Advantage in Addressing Nascent and Rapidly Expanding Market Opportunity Expected Fleet and Contract Growth Based on Current Order Book Customer End Market Exposure of Expected Total Operated 1,700 MW Fleet i
Slide 3: Illustrative Pro Forma Adjusted EBITDA and Balance Sheet at Full Fleet Deployment
Solaris Energy Infrastructure Illustrative Pro Forma Adjusted EBITDA (1) and Balance Sheet at Full Fleet Deployment Pro Forma Expected Fleet Pro Forma Fleet Potential Adjusted EBITDA Pro Forma Potential Debt (MW) ($ millions) ($ millions) 1,700 MW $575-600 Consolidated SEI Consolidated SEI $980 Non-
Slide 4: Current Capital Plan: Growth to 1,700 MW Operated Fleet in 1H 2027
Solaris Energy Infrastructure Current Capital Plan: Growth to 1,700 MW Operated Fleet in 1H 2027 Expected Remaining Consolidated Capex Driven by Power Solutions Order Book, SEI Capex Reduced by JV Capex Funded at the Partnership ($ millions) Actual Forecast Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3
Slide 5: Financial Guidance: 2H 2025
Solaris Energy Infrastructure Financial Guidance: 2H 2025 $ in millions Q2 2025 Actual Q3 2025 Guidance (Increased) Q4 2025 Guidance (Introduced) Power Solutions Average Megawatts ("MW") 600 MW 600+ MW Earning Revenue Power Solutions Adjusted EBITDA $46 million $48-51 million Logistics Solutions Ave
Slide 6: Appendix
Solaris Energy Infrastructure Appendix solaris-energy.com
Slide 7: Selected Other Financial Guidance: 2H 2025
Solaris Energy Infrastructure Selected Other Financial Guidance: 2H 2025 Q2 2025 Actual Q3 2025 Guidance Q4 2025 Guidance Net Interest Expense (1) $5 million $8 million $8 million Depreciation & Amortization Expense $18 million $22-25 million $24-27 million Weighted Average Total Shares Outstanding
Slide 8: EBITDA and Adjusted EBITDA Reconciliation
Solaris Energy Infrastructure EBITDA and Adjusted EBITDA Reconciliation Three months ended, Twelve months ended December 31, ($ in 000s) June 30, 2025 March 31, 2025 December 31, 2024 September 30, 2024 2024 2023 2022 Net income (loss) $24,129 $12,968 $14,004 ($2,210) $28,918 $38,775 $33,512 Depreci
Slide 9: Disclaimer
Solaris Energy Infrastructure Disclaimer Forward-Looking Statements The information in this presentation includes 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 fo
Slide 10: Solaris Energy Infrastructure
Solaris Energy Infrastructure Solaris Energy Infrastructure 9651 Katy Freeway, Suite 300 Follow us on LinkedIn Houston, Texas 77024 solaris-energy.com 10
Solaris Energy Infrastructure — Q2 2025 Earnings Presentation on 6ix