TOYO Co., Ltd. (TOYO) Analyst/Investor Day Transcript
(TOYO) Analyst/Investor Day October 6, 2026 10:30 AM EDT Rhone Resch - Chief Strategy OfficerTakahiko Onozuka - Chairman & CEOHarada Yasunari - CFO & Director Crocker CoulsonPhilip Shen - ROTH Capital Partners, LLC, Research DivisionChristopher Dendrinos - RBC Capital Markets, Research DivisionAna Hinojosa 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.
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.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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