Canadian Solar highlights $3.5 billion energy storage backlog in investor deck
Reuters2026/09/04 05:04- Canadian Solar investor presentation outlined strategy across solar modules, battery energy storage, manufacturing, project development via Recurrent Energy.
- FY25 revenue USD 5.6 billion; gross margin 18.3%; operating income USD 43 million.
- U.S. manufacturing roadmap targets 10 GWp module capacity, 6.3 GWp cell capacity by year-end 2026.
- FY25 solar shipments 24 GW; cumulative module shipments about 180 GW; battery storage cumulative shipments 23 GWh.
- e-STORAGE contracted backlog about USD 3.5 billion; annual recurring revenue USD 82 million supported by long-term service agreements.
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