Cms Energy Corporation · NYSE:CMS
Cms Energy — Shareholder Meeting (May 2025)
9 slides from Cms Energy's shareholder meeting presentation, May 2, 2025
Slide 1: 2025 Annual Meeting of Shareholders
2025 Annual Meeting of Shareholders Garrick Rochow May 2, 2025
Slide 2: Our Purpose
Our Purpose People Planet Prosperity We are one team energized to serve our We are leading the clean energy We deliver consistent, industry-leading customers and communities. transformation. financial performance that benefits all stakeholders. 2
Slide 3: Investment Thesis
Investment Thesis Clean Energy Industry-leading clean energy commitments Leader s Co or Strong Infrastructure Cash Flow & Renewal st -w Balance Sheet Inve orkers Excellence through the CuCustomers s t o m ers Top-tier regulatory jurisdiction a Attractive & Constructive Diversified Territory Legislat
Slide 4: People
People • Safety program maturity, continued reduction in high- energy safety incidents • $8B electric Reliability Roadmap Plan continues to show improvements • Restored power to ~93% of customers within 24 hours in 2024 – compared to 87% in 2023 • ~$70M of customer assistance to help keep bills affo
Slide 5: Planet
Planet • Filed 20-Year Renewable Energy Plan adding 1GW of solar and 2.8GW of wind to long-term Plan for a total of 9GW of solar and 4GW of wind over the next two decades • Outlines plans to achieve 2023 Energy Law targets • 60% Renewables by 2035 and 100% Clean Energy by 2040 • >$210M of capital in
Slide 6: Prosperity
Prosperity • Over two decades of industry–leading financial performance • Delivered adjusted EPS of $3.34 – toward the high end of our guidance range • Increased annual dividend per share to $2.17, 19th increase in as many years • Achieved >$110M of waste elimination savings through the CE Way • Ach
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Slide 8: Consumers Energy: Count on Us
Consumers Energy > Count on Us® cus even
Slide 9: Reconciliation of GAAP Net Income to Non-GAAP Adjusted Net Income
CMS ENERGY CORPORATION Reconciliation of GAAP Net Income to Non-GAAP Adjusted Net Income (Unaudited) In Millions, Except Per Share Amounts Three Months Ended Twelve Months Ended 12/31/24 12/31/23 12/31/24 12/31/23 Net Income Available to Common Stockholders $ 262 $ 306 $ 993 $ 877 Reconciling items: