Hannah Vilauskas's questions to Solaredge Technologies Inc (SEDG) leadership • Q1 2025
Question
Hannah Vilauskas, on for Julien Dumoulin-Smith, asked how the 90-day tariff pause was factored into margin guidance and about the company's view on potential changes to the transferability of 45X tax credits.
Answer
CEO Yehoshua Nir clarified that the margin guidance assumes no extended tariff pauses. CFO Asaf Alperovitz added that if 45X transferability faces timing issues, the company is confident it could secure a refund via direct pay or obtain bridge financing, given the credits are federally backed.