Rich Guy — Daily Briefing
Wednesday, March 4, 2026 | Nextracker / Nextpower Supply Chain

1. Today — Wednesday, March 4

⬆ Early AM (already past): SC Town Hall EU/APAC 1–2 AM (optional) | Employee Open Session #1 Perf Review 3–4 AM (optional — 2 more sessions available)

Time / Meeting	Details	Prep Notes & Actions
9:00–10:00 AM EU Sourcing Alignment Teams · Placeholder	Bastien Coulomb (host) Arif · Akshay · Sergio · Prashant (CC) · EU team	Labeled "placeholder" — confirm if agenda is set; if not, push for one before joining Likely tied to EU supplier strategy, tariff impacts (Project #4), or Gabriel MX/dampers Akshay on for Yihua/Fator; Arif on for fastener sourcing — align messaging before call Raise: Fator Amendment 2 approval status (Akshay owes this)
10:00–10:45 AM EMS Capacity vs. Demand Weekly Zoom · Seshan Ramji host	Broad EMS/supply team	Agenda: Supplier CVD gaps · NPI parts readiness · Demand vs. capacity flag Watch for any Vantage 2IR / Vision Program NPI parts flagged as at-risk Note: GPL price KPI dashboard cleanup (owed to Prashant by end of week) — flag if data gaps surface here
3:00–3:30 PM Vantage 2IR — Camera & CM Selection Conf Room 2, SJ	Arif (newly invited) · Onsight team · Hector Plascencia · Sergio Chait	Project #8 (Own) — Rich is SC lead on CM selection Agenda: 4×8MP security camera alternative (better price) · CM selection/bring-up · SC to provide CM candidates Raise: Close on Vantage RFQ final review (Hector requested this week) · Camera sourcing: Arducam ~10% cheaper than Luxonis — brief Arif to re-engage Luxonis with volume leverage Establish Rich's formal role handoff with Amir (follow-up meeting needed) Note: NX Vantage 2 Weekly (March 11) — Joan Peh added Rich & Hector to align on CM work
4:00–5:00 PM Stanley Linda/Rich Touchpoint Teams · Linda Camposano, SBD	Linda Camposano (Stanley/SBD)	Project #1 (Own — Critical) — prep sheet created: Stanley Linda Call Prep Mar 4.md Topics: M12 collar quality & 17+ site impact · Consumables compensation (Stanley owes) · IRA credits (Stanley hasn't paid) · 12MM Grips · Avbolt Eco · FY27 commercial terms Press for: Hopkinsville plant visit scheduling · BV17 under-bite root cause update · Firm IRA credit payout timeline Note: Arif's analysis — every Howmet→Stanley switch loses $0.12/unit; customer preference trending Howmet. Use for leverage. ⚠ 30-min gap after Vantage 2IR — carve out time to review call prep sheet at 3:30.

Action Items Due Today:

GPL Price Request KPI Dashboard — clean up backlog (Prashant expects done by end of week — start today) ⚠ Prashant-owed
Boss Industries revised quote (received today, ~$15K/unit) — review & confirm onsite visit with Rory (Mon or Tue next week) ⚠ Yves urgent
Security Awareness Training — complete (GRC, owed to Prashant)

2. This Week — Remaining Days

Thursday, March 5

12:30–1:00 PM — EMS GPL Approvals – Fasteners (Zoom, Akshay hosting) · Fastener GPL approval for Apr '26–Mar '27 · Akshay resolving Anaplan upload issue — confirm tracker link received before call
1:00–3:00 PM — Dr. Appt, Waco Cardio (Brian Barnett) — Personal · ⚠ Tight: GPL meeting ends at 1:00 PM same time as appt starts — confirm you can log off by 12:55 PM
5:00–6:00 PM — Weekly Vision Program Meeting (Zoom) · Review CM outsourcing progress · NPI integration · Actions from WK04 notes

Friday, March 6

11:30 AM–12:00 PM — SC Strategy Team Leads Weekly (Prashant host) · General updates, strategy/tactical topics
12:00–1:00 PM — Weekly Catch-up with Prashant (back-to-back with above — no break) ⚠ Back-to-back
Prep for Prashant 1:1: Stanley Amendment 6 (his notes, unreviewed) · Yihua strategy sync · Robotics headcount (Doug Matlack still reviewing) · GPL KPI dashboard status

Week Deliverables:

GPL KPI Dashboard — by end of week (Prashant)
Boss Industries onsite visit — confirm Mon/Tue Mar 9-10 with Rory Mathias (rorym@bossair.com, 219.809.7076)
Vantage RFQ final review — Hector requesting this week (Project #8)

3. Lookahead — 2–4 Weeks

Date / Event	Notes / Prep Needed
Mon Mar 9 SC Mechanical Program (Bi-Weekly) 10:30–11:30 AM	Review: Dampers · Slew Drives · Pile Striker · Drill Chucks · Tools & Fasteners · Smartsheet dashboards · Note: Boss Industries compressors (5-10 units by end of April) — flag here
Mon Mar 9 eve AA 949 DFW→SFO (departs 7:55 PM)	Returning from Dallas/Waco area · Check in: Aloft Silicon Valley (Newark) Mar 10–15
Tue Mar 10 SC Town Hall US+LATAM 10:00–11:00 AM Fremont South	Yves presenting "State of the Business" · Optional but strategically visible — attend · Prep a 5–10 min topic if you have one
Tue Mar 10 Hydraulic Liquidation Huddle 5:30–6:00 PM Fremont South	Project #30 (Own) · Share equipment list with India/ME teams before this meeting · Respond to Naif (ME) and get Vinay Kulkarni buy-in
Wed Mar 11 NX Vantage 2 Weekly 4:30–5:00 PM · Teams	Joan Peh added Rich + Hector to align on CM selection — avoid doubling work with Rachel Hon's existing team · Bring CM candidate shortlist
Sun Mar 15 ⚠ DUPLICATE FLIGHT BOOKING	Two conflicting bookings to Nashville: • OBMUDK: SJC departs 2:08 PM → DFW 7:44 PM → Nashville 10:59 PM (AA 3146 + AA 1484) • YIBDTE: SFO departs 2:33 PM → DFW 8:10 PM → Nashville 10:59 PM (AA 810 + AA 1484) Action: Cancel one booking immediately. Confirm which airport (SJC vs. SFO) is correct.
Mar 15–18 Nashville Trip TownePlace Suites	Confirm purpose of Nashville trip — not apparent from calendar · QBRs are remote (Baojia Mar 16, Chenta Mar 17 — both 10 PM, likely Asia timezone) · Manager Perf Review Open Session Tue Mar 17 8 AM (attend one of 3 options)
Wed Mar 18 SW 2675: Nashville → San Antonio 7:40 AM departure	⚠ Early departure — hotel checkout same day (TownePlace checkout Mar 18) · Arrives San Antonio 10:20 AM · Continuing to Houston Marriott North (check-in Mar 19)
Thu Mar 19 KMI Q4CY25 QBR 9:00–10:30 AM · Zoom	Project #10 (Support) · Prep: Slew gear remediation status (Deshgaon-2) · Warranty history 5yr→10yr · Allocation rule: 100% Yihua for India & KSA going forward · KMI 60K commitment finishing ~45K — discuss volume reduction if no cost improvement · Houston Marriott staging base
Thu Mar 19 Manager Open Session #2 11:00 AM–12:00 PM · Zoom	Annual Perf Review + Calibration for managers · Attend this or Mar 17 session (need one) · Covers Workday walkthrough + calibration process
~Apr 13/20 China & SEA Supplier Trip	Project #22 (Own) · Visits: Baojia (Suzhou) · Yihua/CZT (Wenzhou) · Suspa (Nanjing) · Meishan (Sichuan) · KMI-CN · Fator (Malaysia) · Book travel now · Finalize itinerary with Sunking · Avoid week of Apr 6 (China public holiday)

4. Teams Activity

⚠ Teams data not available for this briefing (tab not accessible). Check Teams manually — especially for messages from Yves Figuerola (prefers Teams over email). Recent known Teams threads: Boss Industries compressor quote (Yves urgent — onsite visit next week), CZM second source update.

5. Top 3 Priorities for Today

#1	Stanley Linda Call (4 PM) — Go in sharp. This is a recurring touchpoint with commercial stakes across M12 quality, IRA credits (unpaid), and FY27 pricing. Prep sheet is ready. Review it at 3:30 PM. Push for: (a) consumables compensation commitment in writing, (b) firm IRA payout date, (c) Hopkinsville visit date. Customer preference shifting to Howmet — Stanley needs urgency.
#2	Boss Industries — Respond to Rory today. Yves flagged this urgent. Revised quote (~$15K/unit) received today. Need 5–10 units by end of April. Confirm Mon or Tue onsite visit next week before their show Wed. This unblocks the TD compressor supply chain and satisfies a direct Yves ask.
#3	⚠ Cancel duplicate Nashville flight booking immediately. You have two confirmed bookings departing March 15 (OBMUDK from SJC, YIBDTE from SFO) — both with the same second leg to Nashville. One must be cancelled now before fees escalate. Determine correct departure airport and act.

Generated: Wednesday, March 4, 2026 · Nextracker/Nextpower Supply Chain Briefing · Confidential