Shoals Technologies Group, Inc. (SHLS) Discusses Battery Energy Storage Solutions and Market Opportunities Transcript

SA Transcripts159.17K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Shoals Technologies Group, Inc. (SHLS) Discusses Battery Energy Storage Solutions and Market Opportunities March 31, 2026 10:00 AM EDT Company Participants Matthew Tractenberg - Vice President of Finance & Investor RelationsJeffery Tolnar - PresidentKishan Ponnadurai Conference Call Participants Christine Cho - Barclays Bank PLC, Research Division Presentation Christine ChoBarclays Bank PLC, Research Division Good morning, everyone. Thank you for joining us today for this webinar on Battery Energy Storage Solutions with Shoals Technologies. My name is Christine Cho, and I'm the clean tech analyst here at Barclays. We have a great discussion prepared for today. We're going to start with a little bit of why storage has increasingly become important in today's backdrop, the type of storage needed for data centers, the difference in architectures, the value proposition of Shoals and the size of the opportunity. I'm going to turn it over to Matt Tractenberg, VP of Investor Relations and Finance, who will introduce the Shoals team and give some introductory remarks. We will have some slides during the discussion and also have a Q&A session at the end. So if you have a question, please e-mail christine.cho@barclays.com, and we will try to get through it all. Matt? Matthew TractenbergVice President of Finance & Investor Relations Thanks, Christine. Good morning, everyone. Again, my name is Matt Trachtenberg. I'm with the Shoals' IR team. And before we give it back to Christine to sort of drive through some of the questions, I wanted to just introduce our 2 speakers, add a little bit of context for today's event. So as you see here on the slide, Jeff Tolnar is our President, and he's responsible for our commercial efforts at Shoals.

And Kishan Ponnadurai is a product engineer specializing in our BESS solution. The subject of BESS has been top of mind for