Solstice Energy — Appendices

Supporting detail: detailed financial-model assumptions and a glossary of key terms.

Solstice Energy Business PlanSection 17 › Appendices

Section 17 · Business Plan

Appendices

Supporting detail: detailed financial-model assumptions and a glossary of key terms.

Appendix A: Financial
Model Assumptions

The financial model is built on the following key assumptions.
Revenue assumptions: PPA tariff of ZAR 0.62/kWh (April 2026 money),
escalated annually at CPI (assumed 5.5% base case); P50 annual
generation of 240 GWh declining at 0.4% per annum module degradation
(Year 1: 2% initial degradation); system availability of 98% per O&M
contract guarantee. Cost assumptions: O&M fixed at ZAR 175/kW/year
(Year 1), escalated at CPI + 1%; insurance at 0.46% of replacement cost,
escalated at CPI; land lease of ZAR 4.2 million/year, escalated at CPI.
Debt assumptions: Senior debt at JIBAR + 350bps (assumed 12.5% all-in);
debt tenor 18 years including 2-year grace period; semi-annual repayment
on sculpted amortisation profile; minimum DSCR covenant 1.30x. Tax
assumptions: corporate income tax rate 28%; accelerated depreciation
under Section 12B of the Income Tax Act; assessed losses carried forward
without limitation.

Appendix B: Glossary of Key
Terms

Term Definition
AC Alternating Current
BOS Balance of System
BESS Battery Energy Storage System
COD Commercial Operation Date
DC Direct Current
DSCR Debt Service Coverage Ratio
EPC Engineering, Procurement and Construction
GHI Global Horizontal Irradiation
IRR Internal Rate of Return
JIBAR Johannesburg Interbank Average Rate
LCOE Levelised Cost of Energy
NERSA National Energy Regulator of South Africa
PPA Power Purchase Agreement
REIPPPP Renewable Energy IPP Procurement Programme
SPV Special Purpose Vehicle

Table 18: Glossary of Key Terms

— END OF BUSINESS PLAN —

Solstice Energy (Pty) Ltd | Confidential | April 2026

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of Solstice Energy (Pty) Ltd.