Investor Presentation

U.S. Demand has Started Growing Again at a Time When Legacy Power Plants are Going Offline US Annual Net Generation - All Types (1993-2050) Billion kWh 6,000 2% CAGR 15 years flat demand 1% Demand CAGR 5,000 4,000 3,000 Key Demand Drivers Data Centers Electrification of vehicles, appliances, and industrial processes incl steel Re-industrialization Historical' 2,000 1993 2003 2013 2023 2033 Source: EIA; nextracker. 1 U.S. Energy Information Administration, Monthly Energy Review, Table 1.2, April 2023. 2 U.S. Energy Information Administration, Annual Energy Outlook 2023, Table 1, Total Energy Supply, Disposition, and Price Summary. Forecast² 2043 ©2023 NEXTRACKER 12

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