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Nextpower 2025 Wells Fargo 24th Annual Energy and Power Symposium summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.2025 Wells Fargo 24th Annual Energy and Power Symposium summary9 Dec, 2025
Growth outlook and business strategy
Forecasts project non-tracker business to grow at a 40% CAGR, reaching one-third of revenue by 2030, with tracker business growth aligned to industry rates from sources like BloombergNEF and Wood Mackenzie.
Non-tracker revenue, including software, foundations, and eBOS, is expected to rise from 10% to 33% of total revenue by 2030, with potential upside if attach rates increase.
Domestic content and U.S. manufacturing are leveraged for pricing power and margin stability, with 100% domestic content trackers reducing tariff exposure.
Partnerships and customer-centric pricing are prioritized, balancing margin protection with long-term relationships.
International manufacturing is localized to reduce freight and improve RFP outcomes in regions like Europe, Australia, and the Middle East.
Product innovation and segment drivers
eBOS and power conversion are combined in forecasts, with the PowerMerge product expected to drive significant revenue starting this summer.
The acquisition of Bentek led to record bookings, and PowerMerge offers a unique, flexible, and reliable solution for power collection.
Foundations and frames are being reimagined with engineering advances, including steel frames and robotic installation, reducing material use and labor.
Steel frames are expected to overtake aluminum due to cost, strength, and domestic sourcing advantages, with corrosion and logistics challenges addressed by local manufacturing and galvanization.
Power conversion products are positioned to disrupt a market dominated by Chinese and European manufacturers, with a focus on reliability and U.S. manufacturing.
Market environment and policy impacts
Solar is projected to become the dominant form of electricity in the U.S. over the next 5–10 years, driven by cost advantages and robust demand.
Recent policy clarity, including IRA and Treasury guidance, has created a favorable environment for growth and investment.
Domestic manufacturing footprint has expanded, with over 40 U.S. sites and a shift from importing steel to local sourcing.
The U.S. market for steel frames is estimated at $750 million to $1 billion, with modest growth expectations but high market interest.
International demand is strong, and the company is bullish on global opportunities, supported by a focus on R&D and customer relationships.
What drives confidence in non-tracker growth to 1/3 revenue?
How will new foundation tech impact LCOE & market?
What is the upside for power conversion in storage?
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Nextracker Inc is a provider of intelligent, integrated solar tracker and software solutions used in utility-scale and ground-mounted distributed generation solar projects around the world. The company design, engineers and offers smart solar tracking technology that enables solar panels in utility-scale power plants to follow the sun's movement across the sky and optimize plant performance. The company was founded in 2013, and went public in February 2023.
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