TOYO Co., Ltd. (TOYO) Analyst/Investor Day Transcript

SA Transcripts 162.41K Followers Follow TOYO Co., Ltd. ( TOYO ) Analyst/Investor Day October 6, 2026 10:30 AM EDT Company Participants Rhone Resch - Chief Strategy Officer Takahiko Onozuka - Chairman & CEO Harada Yasunari - CFO & Director Conference Call Participants Crocker Coulson Philip Shen - ROTH Capital Partners, LLC, Research Division Christopher Dendrinos - RBC Capital Markets, Research Division Ana Hinojosa Presentation Rhone Resch Chief Strategy Officer Good morning, everyone. If everyone could take their seats, I'd greatly appreciate it. And while you're doing so, I want to just give a quick safety announcement. So as a manufacturing facility and a manufacturer, TOYO takes safety very seriously. So throughout the day, please be aware of all of the safety practices on the floor if you're doing the tour or within this facility here as we're going through the presentations. If an alarm goes off at any point in time, we ask everybody to go to the immediate exit area. And if you cannot find it, there will be a TOYO employee with you at all times to make sure that you're directed in the right position. If you have any questions at any point in time, again, reach out to any of us. We're happy to answer your questions about safety and procedures. So good morning, and welcome to TOYO's Solar Analyst Day. I'm Rhone Resch. I'm the Chief Strategy Officer of TOYO. On behalf of the entire leadership team, thank you for joining us here in Humble, Texas. And online, of course, for those who you are watching us through the webcast. But for those who are here in person, we are pleased to welcome you to our new 2-gigawatt U.S. module manufacturing facility. This campus represents an important step in TOYO's growth and in our broader strategy to build a more secure and competitive solar supply chain in the United States.