Zeo Energy Corporation · NASDAQ:ZEO
Zeo Energy — Investor Presentation (April 2026)
16 slides from Zeo Energy's investor presentation, Apr 17, 2026
Slide 1: Investor Presentation April 2026
NASDAQ: ZEO Investor Presentation April 2026
Slide 2: Forward-looking statements
This presentation (“Presentation”) contains, and oral comments related to it may contain, “forward - looking statements” within th e meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward - looking statements can be identified by words such as “an
Slide 3: Zeo Overview
Zeo Overview Zeo operates two main business units: residential solar and commercial scale long duration energy storage (“LDES”). Zeo’s current focus is on rapid expansion into commercial opportunities while growing our residential solar business in key markets. Residential Solar Overview Challenges:
Slide 4: Solar Penetration Remains Low Relative to TAM
Solar Penetration Remains Low Relative to TAM Australia 15% Italy 13% Netherlands 24% Germany 15% United States 8% United Kingdom 6.5% Largest residential market globally is in early innings of significant growth ● U.S. market adoption is in its early innings and materially lags other international
Slide 5: Differentiated Sales "Machine"
Differentiated Sales “Machine” ● We deliver customers a satisfying energy experience through an efficient platform that provides sales, installation, and service. ● Our comprehensive platform gives customers a reliable partner for service work and provides various revenue streams, differentiating us
Slide 6: Zeo's Sales Process Drives Low-Cost CAC
Zeo’s Sales Process Drives Low - Cost CAC (1) ● Multi - tiered sales process maximizes lead generation and conversion efficiencies ● Senior sales resources focused on high - potential and developed leads to maximize conversion into installs ● Sales force leverages a custom software platform to augme
Slide 7: Value Proposition: Why Customers Choose Zeo
Locally controlled residential energy solution helps customers avoid blackouts and utility disruptions Ability to monetize excess power generation through exports to grid We lower utility prices, with effective energy solutions that materially decrease consumer energy bills Seamless vertically - int
Slide 8: Zeo Commercial Opportunity
8 Zeo Commercial Opportunity Commercial and Long Duration Energy Storage (“LDES”) Challenges: 1. Projects can be capital intensive 2. Long timelines 3. Complex approvals / financing 4. Revenue can be lumpy Opportunities: 1. Large AI / data center demand 2. Off - the - shelf solutions 3. Dedicated en
Slide 9: Zeo and Creekstone Partnership – Millard County Project
Zeo and Creekstone Partnership – Millard County Project Project Milestones ● Nov. 2025, Creekstone Energy completes Series B funding round to advance infrastructure. ● Dec. 2025, Creekstone Energy began site work, with electricity production scheduled for 2027. ● Feb. 2026, Zeo Energy signs an MOU w
Slide 10: Energy Storage Benefits & Technology
Zeo’s Long - Duration Energy Storage (LDES) business specializes in: • Engineering & Consulting Services – Power, Heat, Water Systems – Technology screening & selection across renewable and traditional sources – Engineering studies, technoeconomic analysis & performance modeling – Industrial and com
Slide 11: Data Center Demand
Data Center Demand ● Heliogen's long - duration energy storage (“LDES”) solutions have the capability to provide smooth, on - demand power to critical commercial i nstallations, including data centers, whether behind - the - meter or on the grid. ● Provides high - value assurance on energy availabil
Slide 12: Developing Dispatchable Clean Power
Flexible design options are configurable to satisfy asset performance & carbon emissions requirements Concentrated Solar Field Photovoltaic Field Steam Generator Steam Turbine Generator Thermal Energy Storage Energy Sources Central Hub Grid Power End Users Natural Gas Battery Energy Storage Gas Turb
Slide 13: Market Trends for Solar + Storage
2 Long - term Economics Favor PV Solar Uptake 3 Utility Price Inflation is a Material Tailwind to Solar Adoption 4 Residential Solar and VPP Support Demand for Resilience 5 Affiliated Financing Platform Catalyzes Market Penetration 6 Energy Storage Supports Strong Growth Potential 7 Dislocated Marke
Slide 14: Zeo has Multiple Avenues for Growth
Organic Expansion • Market in existing geographies is underpenetrated • Potential upside in new geographies • Heliogen acquisition presents path towards expansion in commercial markets 1 2 3 Complementary Service Offering • Roofing and other home services are opportunities for upselling customers •
Slide 15: Historical Financial Performance & Key Indicators
Historical Financial Performance & Key Indicators ● Track record of profitability and free cash flow generation, with minimal go - forward capital requirements ● Near zero leverage on the balance sheet ● Built to weather market disruptions ● 2025 fiscal year results include: - $7.6 million of amorti
Slide 16: Investor Contact
16 NASDAQ: ZEO www.zeoenergy.com Investor Contact Phone: (949) 574 - 3860 Email: ZEO@gateway - grp.com