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Copyright ©2018 NEXTracker, Proprietary and Confidential SOLAR TRACKER OVERVIEW FIEE 2019 July 2019 1

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Page 1: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Copyright ©2018 NEXTracker, Proprietary and Confidential

SOLAR TRACKER OVERVIEWFIEE 2019

July 2019

1

Page 2: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018Proprietary and Confidential ©2018

COMPANY OVERVIEWScaling renewable energy with cutting-edge, bankable solutions

#1GLOBAL MARKET

SHARE3 years

GTM Research,2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker

Report, Sept.’17

20GIGAWATTS

Award-winning solar trackers sold to date

Flex manufacturing centers across 30

countries

>100

300MEGAWATTS

Weekly tracker manufacturing capacity

2

2017 Tracker OEM Market Share

Greentech Media

Page 3: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018

BRAZILIAN PROJECTS

3

731MEGAWATTS

Award-winning solar trackers sold to date

Pirapora (Biosar/ EDF)190 + 90 + 120 MWp

BJL (Biosar/ Eren)25 + 25 MWp

Boa Hora (AES)82 MWp

Sol do Futuro (Atlas)76 MWp

São Francisco (EBES)7 MWp

Barreiras (Atlas)116 MWp

Page 4: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018Proprietary and Confidential ©2018 Proprietary and Confidential ©2018 5

PIRAPORA, BRAZIL400 MW

Page 5: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018Proprietary and Confidential ©2018 Proprietary and Confidential ©2018 5

VILLANUEVA, MEXICO828 MW

Page 6: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018Proprietary and Confidential ©2018

TRACKERS VS. FIXED

Boost from tracking

Tracker Compared to Fixed Mount

Daily Power Production

• 20% to 30% more energy yield than fixed in sunny locations; and 5-10% more cost

• Tracker cost decreased over 75% in last 20 years (1995 – 2015)

• Yields more revenue/kWh

6

Page 7: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018 7

NX trackers combine advanced mechanical design with digital communications & control to maximize project IRR

NX HORIZON SELF-POWERED TRACKER

4

3

21

Dedicated PV panel powers self-powered controller and

motor

Self Powered Controller (SPC) precisely measures array angle and controls tracker position.

Integrated Li-Ion backup battery provides power

reserve and overnight control DC Motor drives

tracker row

Zigbee wireless mesh network connects controller on each

tracker row to the NCU

Zigbee wireless mesh communicationcommunications & control for each

tracker row

5

Page 8: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018Proprietary and Confidential ©2018

NX TRACKEROptimized for Site

Piers

BHAs

Rails

Dampers

SPC Type

Tracker Type

• The Tracker Design for each site is optimized for performance in the specific site condition. Torque Tubes

(FINAME)

Page 9: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2016 9

TRUECAPTURE SMART CONTROL SYSTEM

Page 10: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018Proprietary and Confidential ©2018

TRUE CAPTURE™, UP TO 6% MORE KWh

• Row-to-Row Height Variances

• “The World is Not Flat”• Terrain undulations• As-Built construction variances • Nearby geographic features

Real-world project - diffuse light conditions

REAL WORLD CONDITIONS CAN LIMIT PRODUCTION

• Diffuse Irradiance

• Overcast/ clouds• Fog• Heavy haze or pollution

Morning and Afternoon ShadingMid-day – No problems

Page 11: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2016 11

➢ Intelligent algorithm optimizes all trackers simultaneously

➢Adds to Shoulder periods

TRUE CAPTURE™ ROW-TO-ROW TRACKING

E - W

TrueCapture eliminates shading losses

Industry standard backtracking methodology

Page 12: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2016 12

TRUE CAPTURE™: DIFFUSE LIGHT TRACKING

➢Optimizes between Direct (DNI) and Diffuse (DHI) to maximize kwh

➢ Increases PV panel view angle when cloudy

➢Annual energy yield increases by 0.5% to 2%

True Capture Tracking

Conventional Tracking

E - W

Page 13: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018

TrueCapture™ in action

TrueCapture: Alabama 115MW 4.7 %

Page 14: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018

Operations & Maintenance

Maintenance Items Required

As Needed

✓ Maintain any vegetation growth over 12” in height.Note: Vegetation management and cleaning is not tracker-specific and will vary depending on time of year, environment, and geographical factors at the site.✓ Remove dust, dirt, debris etc. that affects solar modules’ glass transparency.✓ Update firmware if needed – Remotely by Nextracker

Page 15: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Proprietary and Confidential ©2018Proprietary and Confidential ©2018

Unblocked Rows Boost O&M EfficiencyUnimpeded rows for service vehiclesFace to face module for easier and faster cleaning, less risk of damage to panels

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Page 16: SOLAR TRACKER OVERVIEW FIEE 2019 - ABINEE · GLOBAL MARKET SHARE 3 years GTM Research, 2017, 2016; IHS Markit; Bloomberg New Energy Finance Global Tracker Report, Sept.’17 20 GIGAWATTS

Copyright ©2018 NEXTracker, Proprietary and Confidential

THANK YOU

Nelson FalcãoTel: 55 15 99742-6089E-mail: [email protected]