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Kyle Ramachandran

President, Solaris Energy Infrastructure, Inc.

Search every verified Kyle Ramachandran interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Kyle Ramachandran, president and CFO of Solaris Energy Infrastructure, discussed the company's expansion of its mobile power generation fleet during recent earnings calls. In the fourth quarter 2024 call, he noted that a 700-megawatt order would effectively double the company's operated fleet to 1,400 megawatts, with about 90% of the fleet consisting of 16.5- and 38-megawatt units. He also stated that at full deployment, the company expected to generate $475 to $500 million in consolidated adjusted EBITDA, with approximately $400 to $425 million net to Solaris under a contemplated joint venture structure. In the third quarter 2025 call, Ramachandran said the company raised approximately $748 million in senior convertible notes due 2031 with a 0.25% coupon, using proceeds to repay an existing term loan and fund a 500-megawatt order, and he described the market for data center power demand as large, noting that 2,200 megawatts might not satisfy even two leading-edge data centers. In the second quarter 2025 call, Ramachandran said the company had sourced third-party capacity to meet customer demand but expected some re-rented assets to phase out as deliveries arrived. He described the oil and gas market served by the company as involving stable microgrids for production and gas processing, and he said those customers' credit quality was comparable to or better than that of data centers. In a 2020 podcast, Ramachandran discussed the role of natural gas in the energy mix, saying that oil and gas would remain part of the mix given emerging non-OECD populations, and he emphasized the importance of companies demonstrating sustainable free cash flow generation to investors.

Recent appearances

  • $SEI Solaris Energy Infrastructure Q3 2025 Earnings Conference Call

    11/04/2025 Q&A: 16:38 Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States. The company operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment offers configurable all-electric natural gas-powered mobile turbines and ancillary equipment to data center, energy, exploration and production, oilfield services, and other commercial and industrial sector customer…

    Watch on YouTube ↗

  • $SEI Solaris Energy Infrastructure Q2 2025 Earnings Conference Call

    07/24/2025 Q&A: 15:22 Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States. The company operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment offers configurable all-electric natural gas-powered mobile turbines and ancillary equipment to data center, energy, exploration and production, oilfield services, and other commercial and industrial sector customer…

    Watch on YouTube ↗

  • $SEI Solaris Energy Infrastructure Q4 2024 Earnings Conference Call

    02/20/2025 Q&A: 18:49 Solaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also involved in the transloading and storage of proppant or railcars at its transloading facility. In addition, the company develops Railtronix, an inventory management software; and all-electric equipment that automates the low pressure section of oil and gas well completion sites. It serves exploration and production, and oilfield services…

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  • Episode #4 - Kyle Ramachandran, President and CFO, Solaris Oilfield Infrastructure

    In this conversation, Ramachandran and host Leslie Beyer discuss emerging trends in oilfield automation, how Solaris is approaching ESG across the enterprise and incorporating these strategies into short - and long-term planning. An illuminating discussion on how access it all connects with energy transition and access to capital markets. Extraordinary insights from one of OFS's most widely recognized new leaders.

    Watch on YouTube ↗

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →