NiSource (NI) Q1 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, May 6, 2026 astatine 11:46 AM CDT 24 min read

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DATE

Wednesday, May 6, 2026 astatine 11 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer — Lloyd M. Yates

• Executive Vice President and Chief Operating Officer — Michael S. Luhrs

• Executive Vice President and Chief Financial Officer — Shawn Anderson

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Full Conference Call Transcript

Lloyd M. Yates: Thank you, Durgesh, and bully morning, everyone. We admit you joining america today. I volition statesman connected descent 3. At NiSource Inc., our ngo is to present safe, reliable, and competitory vigor that drives worth for our customers. Our disciplined superior deployment, operational excellence, and constructive regulatory frameworks stay the instauration of our concern strategy. 2026 reflects continued execution of this strategy, supported by a robust regulatory foundation, ongoing operational improvements, and a committedness to our customers. NiSource Inc.’s worth proposition is anchored successful regulated inferior operations crossed six highly constructive jurisdictions, providing diversification successful some plus premix and regulatory environment.

As we proceed to modernize our electrical and state infrastructure, we are delivering connected our halfway objectives by advancing innovative solutions specified arsenic NIPSCO Genco, partnering with Amazon and present Alphabet, to admit higher and faster savings to customers. In summation to the announcements made a fewer weeks ago, I americium pleased to stock different expansion: an incremental 400 megawatts of capableness serving Amazon. Given the contiguous inflationary climate, the worth of these partnerships is tremendous, unlocking outgo savings totaling astir $1.4 cardinal for our existing customers implicit the adjacent 15 years. Moving to descent 4, collaborative regulatory and stakeholder relationships, portion operating with excellence, pave the mode for NiSource Inc. to execute connected its fiscal commitments.

We proceed to enactment alongside stakeholders done regulatory processes to guarantee resources are disposable for captious investments to support our system, service our customers reliably, and turn section economies, each portion balancing the interaction these investments person connected our customers. Working collaboratively with stakeholders, we are capable to enactment enhanced ratemaking practices successful our jurisdictions and beforehand legislative priorities, specified arsenic Indiana House Bill 1002 and Ohio Senate Bill 103, to assistance guarantee fair, balanced outcomes for our customers and our communities. A cardinal tenet to our operating program is to enactment efficiently and amended our systems and processes, leveraging AI and technological upgrades to amended some ratio and reliability for our customers.