Canadian Solar Financial and Operational Summary Q1 2022 slide image

Canadian Solar Financial and Operational Summary Q1 2022

....supported by solid earnings performance... Total Debt and Cash Breakdown (in thousands of USD) EBITDA Calculation 2Q21 3Q21 4Q21 1Q22 2Q21 3Q21 4Q21 1Q22 TTM Short-term borrowings 867 1,083 1,271 1,283 Total revenue Long-term borrowings on project assets 491 297 322 324 - current COGS 1,430 1,229 1,529 1,250 5,438 -1,245 -1,000 -1,228 -1,069 -4,542 Financing liabilities - current 30 12 Gross profit 185 229 301 181 896 Finance leases liabilities current - 6 19 19 17 Long-term borrowings 531 579 524 753 - Operating expenses -159 -176 -234 -165 -734 Convertible notes 224 224 225 225 Operating profit 26 53 67 16 162 Financing liabilities non-current 83 82 54 54 -/+ Other expenses/income 3 -7 12 -1 7 Finance leases liabilities - non-current 2 32 31 14 24 + Depreciation & amortization 64 81 77 66 288 Total debt 2,204 2,316 2,476 2,692 EBITDA (non-GAAP) 93 127 156 81 457 Cash and equivalents 814 868 870 845 Restricted cash - current: 494 487 561 849 Impairments 0 10 12 22 Total cash (for EV calculation) 814 868 870 845 Adjusted EBITDA 93 137 168 81 479 (non-GAAP)* Net debt 1,390 1,448 1,606 1,847 *EBITDA including impairments Market Capitalization $2,073 mn + Total Debt $2,692 mn Total Cash $845 mn + Non-Controlling Interests $326 mn Enterprise Value $4,248 mn EV/EBITDA TTM 9.3x/8.9x* 1. Source: Factset data, company filings. 2. Prices as of June 24, 2022, market close. 3. All Canadian Solar financials are actual reported values. For a reconciliation of GAAP to non-GAAP results, see accompanying table "GAAP to Non-GAAP Reconciliation" on slide 41. 4. A previous version of this table included restricted cash to secure debt in the net debt calculation - the latest version excludes all restricted cash and is a stricter measure of leverage. Non cash items may be subject to revision. CanadianSolar MAKE THE DIFFERENCE 34
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