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Ayr Energy Emerges From Stealth With More Than a Quarter-Billion Dollars in Contracted Orders

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Posted
September 3, 2025
min read
Sayali Kotkar

Delivering critical power grid equipment

With backing from General Catalyst and a world-class team of power infrastructure experts, we at Ayr Energy are here to design, engineer, deliver, and service critical grid infrastructure with unmatched quality and reliability.ย 

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Today marks a significant milestone for our team: we're officially emerging from stealth as the first new entrant in a generation for the design, engineering, manufacturing, delivery, and servicing of high-quality, critical power grid equipment. Backed by General Catalyst, we've already secured more than a quarter of a billion dollars in contracted orders representing over 10 gigawatts of new power capacity.

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The problem we're solving

Power grids around the world cannot keep up with today's supply and future demand for electricity. Old, failing power infrastructure of the past and new, data-driven industries of the future require more transmission and distribution equipment than suppliers can make and maintain.

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The numbers are staggering. According to a report from the American Society of Civil Engineers, the U.S. has roughly 60 million transformers installed across the country, at least half of which are approaching end-of-life and will require replacement. To meet rising demand from electrification, artificial intelligence, and reindustrialization, the study estimates that an additional 120 million transformers will also be required over the coming decades.

This problem of aging infrastructure and skyrocketing demand is compounded by a broken supply chain, where procuring new transformers now means dealing with a lead time ranging from 80 to 210 weeks and an average of 120 weeks, up from 50 weeks in 2021.ย 

We founded Ayr Energy to tackle these issues head-on. Our mission is to deliver superior quality power equipment with industry-leading reliability and service

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"Ayr Energy is bringing innovation to an industry that has remained largely unchanged since the first transformer was invented in 1885. We believe the team is reshaping the market for critical energy infrastructure in the electric era with its full-stack approach, spanning design, engineering, manufacturing, delivery, and service."ย 
Neeraj Arora, Managing Director at General Catalyst


Introducing the Ayr Experience: A new standard of power equipment ownership

At the core of our approach is what we call the Ayr Experience, a comprehensive approach that redefines how customers procure, own, and maintain grid equipment. We've built our model around three fundamental pillars:

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  1. Custom Engineering

Our world-class engineering team uses advanced modeling and simulation to optimize designs for performance and reliability. We work as true planning partners with our customers, removing the traditional layers between clients and engineers to create solutions tailored to individual project needs. When you work with Ayr, you're working directly with the people designing your equipment.

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  1. Industry-Leading Manufacturing and Testing

We maintain deep control over our global supply chain with guaranteed access to manufacturing capacity, eliminating the uncertainty and delays. Every unit we produce is manufactured in ISO-certified facilities and undergoes rigorous testing in NABL-certified automated labs with full traceability and documentation at every step. We take pride in our industry veterans who have designed high-quality equipment that exceeds critical industry safety standards, including ULยฎ, ANSIยฎ, and IEEE.

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  1. Gold Standard Support and Service

Unlike incumbent providers, we don't disappear after the sale. We partner with our customers throughout the full lifecycle of equipment ownership, offering nationwide service coverage with rapid response times of 24โ€“48 hours across most North American regions and priority support for critical projects. Working alongside NETA-accredited partners and our own service teams, we ensure safe installation, reliable operation, and long-term maintenance that keeps projects running smoothly.

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Our approach has already earned recognition from investors in the energy sector.

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"In an industry where delays are the norm, Ayr Energy dives in deep to solve problems, not just accept them," said Cassidy DeLine, CEO of Linea Energy, a leading independent power producer. "What truly impressed us was their ability to complete safe harbor work in less than a quarter of the time it takes their competitors. They've transformed a process that typically drags on for months into a seamless, collaborative process that concludes in a few weeks."

The global opportunity is massive. BloombergNEF predicts roughly $3.1 trillion in global spending on energy infrastructure in 2030 and $21.4 trillion through 2050 to support net-zero transitions. With backing from General Catalyst, a global investment and transformation company, we're poised to capture a significant share of that market.

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Our commitment moving forward

Our mission is clear: modernize the power grid equipment business and establish new standards for engineering, manufacturing, and customer experience. By combining deep technical expertise with relentless focus on customer experience, we're solving today's infrastructure challenges while laying the foundation for tomorrow's clean energy transition.ย 

Our ambition is to become the gold standard for power grid equipment in the decades ahead. The world needs reliable power infrastructure, and it needs it faster than ever before. We're here to deliver.

"The status quo for power equipment design and manufacturing has hamstrung the energy transition from Day 1. We have reimagined how power grid equipment is built to meet modern needs and deliver proven, critical technologies through an unparalleled ownership experience."
Anirudh Reddy, Co-founder and CEO of Ayr Energy

Ready to accelerate your energy infrastructure projects? Contact our team to learn how Ayr Energy can support your power transformation initiatives.ย