Cms Energy Corporation · NYSE:CMS
Cms Energy — Shareholder Meeting (May 2018)
14 slides from Cms Energy's shareholder meeting presentation, May 4, 2018
Slide 1: Annual Shareholders' Meeting
CMS ENERGY Annttal Shareholders’ Meeting Patti Poppe May 4, 2018
Slide 2: Agenda: People, Planet, Profit, Performance, Q&A
cH HERE? * People * Planet ° Profit ¢ Performance * Q&A CMS Energy: World Class Performance Delivering Hometown Service PKP2
Slide 3: People: Community & Co-Workers
People: Community & Co-Workers Hs ENERGY 2017 Community Involvement » $17 million donated y, é Forbes|2018 | = Thousands of hours volunteered THE BEST = 69 MW and 2,410 new jobs in Michigan EMPLOYERS through economic development for Forbes | 2017 2017 Employee Engagement Sears : First quartile LARGE
Slide 4: People: Customer Satisfaction
People: Customer Satistaction CMS ENERGY > J.D. Power Customer Satisfaction Index Residential Customers 606 2010 2017 Business Customers 775 613 2010 2017 PKP 4
Slide 5: Planet: Increasing Renewables
CMS ENERGY Planet: Increasing Renewatles Coal Energy ~ Renewable Energy — 49% Demand Shut down from coal customers 26% Meets RPS 15% 10% | 7 Lo 2005 2017 2040 2005 2017 2021 +=‘ Future 41 CMS Energy, includes PPA contracts »JBased on Clean Energy Goal Plan announced February 19, 2018 #1 among 54 U.S
Slide 6: 80% Carbon Reduction by 2040
By 2040 80% Carbon Reduction Zero Coal Over the Next 5 Years 1 Bn Gallons of H20 Saved 35% Reduction in Landfill Waste 5,000 Acres Protected Caring for our communities. PKP6
Slide 7: Profit: Financial Performance
Profit: Financial Performance CMS ENERGY > EPS* Dividend @ladjusted EPS (non-GAAP) Payout 49% 58% 62% 62% 61% 62% 62% oh SEP y, mr 33 yore 6% CF <a 14% fr 1.02 il Hilt 2010 2011 2012 2013 2014 2015 2016 a 2a 15 years of consistent financial performance. Reconciliations to GAAP are on CMS Energy’s we
Slide 8: Profit: Stock Performance
Profit: Stock Performance cus vere?) Total Shareowner Return” W@ cms Peers 28% Ewa 13% 1 year 3 years 5 years 10 years al Dividends reinvested, Large Peer Group, Data ending YE 2017 Continue strong performance compared with peers. PKP8
Slide 9: 2017 Performance: Best Ever
2017 Performance: BEST Ever Cus EnEREP) v Safety Y Customer Satisfaction v SAIDI VY Speed of Answer Y On-Time Delivery v Meter Read Rate Y Billing v Energy Efficiency PKP9
Slide 10: The Triple Bottom Line
The Triple Bottom Line ons eveRay> ¥ Vt PERFORMANCE Xe Ve
Slide 11: World Class Performance Delivering Hometown Service
— CMS ENERGY — WORLD CLASS PERFORMANCE DELIVERING HOMETOWN SERVICE
Slide 12: Q&A
Slide 13: CMS Energy
Slide 14: Earnings Per Share By Year GAAP Reconciliation
CMS ENERGY CORPORATION Earnings Per Share By Year GAAP Reconciliation (Unaudited) 2010 2011 2012 2013 2014 2015 2016 2017 ‘Reported earnings (loss) per share- GAAP $1.28 S158 $142 $1.66 $1.74 $189 $198 Br] Pretaxitems: Electric and gas utility 0.05 - 0.27 - - - 04 - Taximpact (0.02) - (0.10) - - - (