Nextracker

“Today, we have over 20 major manufacturers in the U.S. Shipping finished goods”

“We're sourcing from three of the top four steel mills in the United States that have multiple manufacturing locations.”

“He had just had a major hail event happen on one of his projects in Texas. It was on a, not a NexTracker system, but a different system. But the upshot was they had to replace all the solar panels on the entire project. It cost over seventy million dollars.”

“For example two years ago, we announced a major manufacturing facility with our partner, JM Steel, physically on the campus of the newest steel mill in the United States, which is in Sinton, Texas. It's actually operated by Steel Dynamics. It's a three million…”

“When we went to go public, the market had been pretty much closed for five or six months. I don't think there was a single IPO, or certainly not a big one.”

“There are some cases where we're aware that customers were able to reduce their insurance costs by really good documentation on this stuff.”

“We saw in about one to two quarters, steel roughly doubled, and logistics costs tripled in some corridors, shipping from point A to point B, in like four to six months.”

“The company's not a family. It's a team.”

“We have a similar approach as some other technology companies like Apple. We really focus on where we can design and product position, strategy, customers, and so forth, rather than trying to run a world-class, you know, manufacturing facility, which is its ow…”