Dte Energy Company · NYSE:DTE
Dte Energy — Corporate Update (March 2026)
18 slides from Dte Energy's corporate update, Mar 23, 2026
Slide 1: Business Update March 24, 2026
Business Update March 24, 2026 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: Strong operational performance in 2025 drives improved reliability and cleaner generation
Strong operational performance in 2025 continues to drive improved reliability and cleaner generation Significant reliability improvement driven by strategic investments and process improvements, along with more favorable weather ✓ ~90% improvement in duration of outages since 2023 ✓ Achieved best a
Slide 5: Data center development drives significant increase to five-year capital plan
Data center development and investments in reliability and cleaner generation drive significant increase to five-year capital plan; additional data center opportunities provide upside to plan 5 1. Refer to the appendix for information regarding the reconciliation of operating earnings (non-GAAP) to
Slide 6: Data center opportunities continue to progress; Oracle approved, Google agreement executed
6 • Contracts approved by MPSC and construction initiated; demand ramping up over next 2 to 3 years • Load ramp supported by existing capacity and new energy storage investments; nearly $2 billion storage investment in plan • 19-year power supply agreement with minimum monthly charges; 15-year energ
Slide 7: Data centers drive significant affordability benefits for existing customers
7 1. Source: Energy Information Administration (EIA). Ending point is the average 12-month rolling residential bill from January 2025 to December 2025 2. Source: EIA and Federal Reserve Economic Data (FRED) Data center projects combined with our continuous improvement culture will sustain our histor
Slide 8: 2026 operating EPS guidance provides 7% growth; positioned to achieve high end
2026 operating EPS1 guidance midpoint provides 7% growth over 2025 original guidance midpoint; positioned to achieve high end 8 (millions, except EPS) 2026 operating earnings DTE Electric $1,340 - $1,360 DTE Gas 315 - 325 DTE Vantage 180 - 190 Energy Trading 50 - 60 Corporate & Other (310) - (300) 1
Slide 9: Maintaining strong cash flows, balance sheet and credit profile
Maintaining strong cash flows, balance sheet and credit profile 9 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 investmen
Slide 10: Well positioned to continue to drive long-term value for shareholders
10 Well positioned to continue to drive long-term value for shareholders while delivering affordable, reliable energy for our customers Strong Long-Term Growth Opportunities Solid Regulatory Construct Reliable and Affordable Energy for our Customers Consistent Financial Results • Met or exceeded ope
Slide 11: Appendix
11 Appendix
Slide 12: Capital increase of $6 billion from prior plan driven by Oracle data center
• Capital increase of $6 billion from prior plan is primarily driven by Oracle data center project and other customer-focused initiatives — Incremental storage investment to support data center transaction; fully covered by Oracle — Renewable investment supports continued success of MIGreenPower vol
Slide 13: DTE Gas: replacing aging infrastructure to ensure reliability and safety
DTE Gas: replacing aging infrastructure to ensure reliability and safety for our customers 13 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 14: DTE Vantage: strategic focus on custom energy solutions projects
DTE Vantage: strategic focus on custom energy solutions projects 14 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 − Began construction on project to design,
Slide 15: Top tier affordability for our customers over the last years
Top tier affordability for our customers over the last 4 years 15 State comparison – electric residential bill change % from 2021 to 20251 Great Lakes average 24.4% U.S. average 25.5% 1st quartile 2nd quartile 3rd quartile 4th quartile 1. Source: Energy Information Administration (EIA). Ending point
Slide 16: Environmental, social and governance (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 17: Cash flow and capital expenditures
Cash flow and capital expenditures 17 1. Includes equity issued for employee benefit programs. Up to $100 million expected in 2026 2026 guidance DTE Electric Base infrastructure $1,020 Cleaner generation 2,440 Distribution infrastructure 1,760 $5,220 DTE Gas Base infrastructure $590 Gas renewal prog
Slide 18: Reconciliation of reported to operating earnings (non-GAAP)
Reconciliation of reported to operating earnings (non-GAAP) 18 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