Daily Briefing — Friday, April 10, 2026

Nextracker Supply Chain · Rich Guy, Sr. Director

⚠ CHINA TRIP TOMORROW

1. Today — Friday, April 10

No meetings confirmed in calendar data. This is your last full work day before AA127 departs tomorrow 10:40am DFW. Treat today as trip close-out + delegation day.

Pre-Trip Must-Dos Today:

① CONFIRM CHINA TRIP — CEO travel directive (Apr 2) still unresolved. Flight is tomorrow. Call/Teams Prashant now. Everything else today depends on this answer.
DECLINE NOW: Global Trade Compliance Monthly Update (Tue Apr 14, 11am) — you'll be in China. Send regrets today.
Complete manager-level calibration reviews — deadline is Apr 13; you'll be in-flight Apr 11, arriving Shanghai Apr 12. Submit today or set aside first-thing Sunday.
Send Arif behavioral documentation email (drafted) to Marie Washington + Prashant before departure.
Delegation brief to Arif: Stanley M12 NCR watch, Boss Air requirements spec (Steve Kraft), Howmet BOMtail chase, Section 232 tariff analysis for Yves. 13-day absence needs clear ownership.
Finalize per-supplier discussion docs for trip (see Lookahead section).
Personal: Tax Day Apr 15 — you'll be abroad. File or extend today.

2. This Week — Remaining

Day	Event	Notes
Sat Apr 11	✈ AA127 — DFW → Shanghai PVG Departs 10:40am · Premium Economy · Conf: EZWDPF	Must confirm with Prashant TODAY. Arrives Apr 12 3:20pm local (PVG Terminal 2).

Completed this week (for context): Exec Review Yihua & Fator (Apr 3) · Stanley QBR + Bohrer/Stanley Legal on AvboltEco (Apr 6) · Section 232 effective (Apr 6, ~$60M annual savings) · Calibration Overview + Howmet QBR + SC Finance + Hydraulic Tool Check-in (Apr 7) · EU Mfg EMS + Rich/Akshay 1:1 + Vantage 2 Weekly (Apr 8)

3. Lookahead — China / SEA Trip (Apr 11–23) + Beyond

Dates	Location	Key Objectives & Open Issues
Apr 12–13	Shanghai	Meet Shanghai team · Suspa (Nanjing): US qualification target Q3/Q4, $6.5/unit capex amortization
Apr 13–14	Suzhou area	Baojia: CO2-reduced PPAP status (#28) · KMI: 60K slew commitment (~45K done), warranty 5→10yr history, remediation (#10)
Apr 14–15	Wenzhou	Yihua/CZT (#20): GBA amendment close (1/4" & M12 volumes, IRA credit split, FEOC confirm, Thailand investment unlock) · FastFix rivet requalification — connect with Winter (#9) · Prashant add: HFT gearbox factory nearby
Apr 16	✈ WNZ→TFU	Air China 8335 · Departs 2:50pm · Conf: PCGTGF
Apr 17	Meishan / Chengdu	ADD cost recovery (~450K EUR, NX 50% BTI position) · US import strategy · 1/4" AL pricing (12% above Stanley DDP) · Hybrid Battery Tool 2080 (#6, #18)
Apr 18	✈ TFU→SIN	Air China 403 · Departs 10:00am · Arrives SIN 3:00pm · Conf: NZ33EB
Apr 18–20	Malaysia (KL / Johor)	Baojia Malaysia: slew drives · Fator: Amendment 2 close — decide: does Akshay join? · Batam (Indonesia): add if logistics work (DJ asked) (#22)
Apr 21	✈ IPH→SIN→KHH	Scoot 485 2:35pm (VB4Q9J) · China Airlines 758 6:15pm (A7F8Z8) · Arrive Kaohsiung 10:45pm
Apr 22	Kaohsiung, Taiwan	Chenta: sustainability audit (recruitment fee findings still open, audit → late May) · NX120 6.5KN DC slews Sep '26 target · Yihua India vs Chenta India cost comparison (discuss with Prashant post-trip) (#10)
Apr 23	✈ KHH→HKG→DFW	CX431 11:40am → HKG · CX876 4:05pm → Dallas arrives 5:50pm (Conf: A7DUP4)

Post-Trip Milestones — Prep Needed Now	Date	Action Before Departing
VP+ Calibration Review window	Apr 14–23	You're traveling the entire window — confirm what VP-level input (if any) is required from you
MBR Days 1 / 2 / 3	Apr 27–29, 10am–12pm	Deck template is in Box; brief your team to prep slides before you land Apr 23
FY27 Offsite (placeholder)	May 3–7	Location TBD — flag to EA for logistics
Compensation planning opens	May 4	Review team levels now; Workday freeze (no job changes) through end of May

4. Teams Activity

Teams data not available for this briefing (Teams tab not found in Chrome).

Check manually before departing: Yves prefers Teams — likely has messages re: Section 232 tariff allocation analysis, China trip, and/or Stanley legal outcome from Apr 6.
Prashant may have posted updates on calibration, Yihua amendment outcome (Apr 3 exec review), or MBR prep.
Joan Peh and Arif — any follow-up from Stanley NCR (LB45PT-70 at Kiewit Hanson Solar)?

5. Top 3 Priorities for Today

#1	Confirm China trip with Prashant — then prep or cancel. CEO directive was issued Apr 2. Flight is tomorrow morning. If go: finalize per-supplier discussion docs (Suspa, KMI, Baojia, Yihua/CZT, Meishan, Fator, Chenta). If cancel: reassign Sunking + Akshay and protect key objectives (Yihua amendment, Chenta audit). This single decision gates the entire day's agenda.

#2	Calibration reviews + delegation brief — close out before you go offline. Manager-level calibration deadline is Apr 13; you're in-flight/arriving Asia Apr 11–12. Complete remaining review inputs today. Then give Arif a written hold-the-fort brief covering: Boss Air requirements spec (Steve Kraft), Howmet BOMtail chase (Savannah Chambers, already overdue), Stanley NCR watch, Section 232 analysis for Yves. 13 days without active coverage is a real risk.

#3	Send Arif HR email + decline the Apr 14 compliance meeting. The behavioral documentation email to Marie Washington + Prashant has been drafted and sitting. Send it before you leave the country. Then immediately send a decline for the Apr 14 Global Trade Compliance meeting (you'll be in Wenzhou). Two 2-minute tasks that will nag you the entire trip if left open.

Nextracker / Nextpower Supply Chain · Daily Briefing · April 10, 2026 · Confidential

``` Here's a summary of what's in the briefing: **Today** — No calendar meetings. It's a pre-trip prep day with 8 concrete action items, headlined by the China trip confirmation and the hard conflict: the Apr 14 Global Trade Compliance meeting falls squarely in the middle of the Wenzhou visit. **This Week** — Just tomorrow's flight. The "completed this week" block provides context on what was resolved (Stanley/Howmet QBRs, calibration kick-off, tariff effective date). **Lookahead** — Full trip itinerary Apr 11–23 broken into stops with specific objectives per supplier, plus the post-trip cliff: MBR Days 1/2/3 land four days after you get back, and the FY27 offsite is May 3–7. **Teams** — Not available; flagged to check manually, especially for Yves messages on tariff analysis and the Stanley legal outcome. **Top 3** — Ranked by impact: (1) confirm the trip now since it gates everything; (2) calibration + delegation brief before going dark; (3) send the Arif HR email and decline the compliance meeting — two quick tasks that will otherwise follow you to Shanghai.