Edison International · NYSE:EIX
Edison International — Corporate Update (September 2017)
9 slides from Edison International's corporate update, Sep 18, 2017
Slide 1: Edison Insights Series: Edison Energy Strategy Overview
Edison Insights Series: Edison Energy Strategy Overview September 18, 2017 Exhibit 99
Slide 2: Forward-Looking Statements
Statements contained in this presentation about future performance, including, without limitation, operating results, capital expenditures, rate base growth, dividend policy, financial outlook, and other statements that are not purely historical, are forward-looking statements. These forward-looking
Slide 3: Edison Energy Group Strategic Review Outcomes
September 18, 2017 2 • Announced plans to shut down Edison Water Resources and de- emphasize Edison Transmission November 2016 • Edison International undertakes a strategic review of all its competitive businesses (announced on Q3 earnings call) July 2017 • Reorganization and realignment of Edison E
Slide 4: Edison Energy's Pathway to Success
Edison Energy’s Pathway to Success September 18, 2017 3 Break-even rate: end of 2019 5% near-term customer penetration rate Proving the opportunity • Successful capture and delivery of managed portfolio solutions to target customers • Earnings breakeven by end of 2019 • No significant additional inv
Slide 5: Addressable Market and Target Customers
Representative Industry Segments: Automotive Manufacturing Chemical Processing Big Box Retailers Pharmaceuticals Hospitals September 18, 2017 4 Addressable Market Priority Customer Segments Identified ~250 priority customers with high level of energy spend Addressable Market and Target Customers In
Slide 6: Competitive Business Strategy: Providing Integrated Solutions
5 Future state Managed Portfolio Solutions Current state Altenex ENERActive Providing Point Solutions Optimized solutions based on robust analytics of the customer’s energy portfolio Delta Implementation through existing service lines or brokering with third parties Renewable Energy Advisory (Altene
Slide 7: Key Competitors
Product centric companies and large conglomerates with energy businesses such as Honeywell, General Electric and Schneider Electric Dedicated ESCOs at regional or national levels such as Ameresco Utilities and competitive retail energy providers with specialized energy businesses such as Engie Consu
Slide 8: Appendix
September 18, 2017 7 Appendix
Slide 9: Edison Energy service line descriptions
Description • Renewable energy advisory and procurement broker that deploys a marketplace approach to arrange long-term supply contracts under PPAs via off-site and on-site renewables • Brokers 10-20 year power purchase agreements between corporations and developers • Signs customers to exclusive ad
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