Electrovaya: Profits Don't Lie, Ample Upside Expected
Electrovaya finally delivers on its promises, reporting back-to-back profitable quarters with record sales and expanding margins. Early wins in warehouse automation, robotics, and defense confirm real commercial traction beyond forklifts. With EBITDA rising fast and a lean balance sheet, valuation implies room for a 100% upside if execution continues.
Electrovaya: Gathering Momentum And Pull Through Demand
Electrovaya is experiencing accelerating momentum, with rising revenue, profitability, and strong pull-through demand from Fortune 100/500 customers driving expansion into new verticals. Proprietary ceramic separator technology delivers industry-leading battery safety and cycle life, securing premium pricing and a wide moat versus competitors. Manufacturing expansion in North America, robust financials, and guaranteed customer-funded R&D support multi-year growth and a new $14 price target.
Electrovaya: Entering A Period Of Explosive Growth
Electrovaya delivered strong Q3 FY2025 results, with 69.54% YoY revenue growth and industry-leading 30% gross margins, confirming self-sustaining profitability. Vertical integration at the Jamestown facility by 2026 will unlock economies of scale, reduce costs, and enhance supply chain resilience. Proprietary Infinity Battery Systems offer unmatched cycle life and safety, driving adoption among Fortune 500 customers and supporting recurring revenue growth.
Electrovaya, Inc. (ELVA) Q2 2025 Earnings Call Transcript
Electrovaya, Inc. (NASDAQ:ELVA ) Q2 2025 Earnings Conference Call August 13, 2025 5:00 PM ET Company Participants Francis John Gibson - CFO & Secretary Rajshekar Das Gupta - CEO & Director Conference Call Participants Daniel Magder - Raymond James Ltd., Research Division Eric Stine - Craig-Hallum Capital Group LLC, Research Division Craig Irwin - ROTH Capital Partners, LLC, Research Division Amit Dayal - H.C.
Electrovaya Inc. (ELVA) Q3 Earnings Lag Estimates
Electrovaya Inc. (ELVA) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to a loss of $0.01 per share a year ago.
Electrovaya: Ashes To Asymmetry For This Wide-Moat Battery Maker
I focus on survivors like Electrovaya after disruptive industry hype fades, seeking companies with real technology and proven resilience. Electrovaya's financials have inflected and it's on the cusp of hockey-stick growth. Electrovaya's moat lies in its proprietary ceramic separator tech, delivering unmatched battery safety, longevity, and energy density for mission-critical industrial clients. My concerns about risks were allayed to a great extent by a deep dive conversation with the management.
Electrovaya's Jamestown Facility: The $200 Million Bet On America's Battery Future
Electrovaya Inc. is executing on growth, expanding beyond forklifts into transportation, industrial, mining, and defense markets, supported by new partnerships and a U.S. manufacturing facility. Electrovaya recently secured a supply agreement with Janus Electric for swappable battery packs for the transport industry, potentially driving recurring growth in the coming years. Financially, Electrovaya is targeting a recurring revenue model and has a healthy balance sheet, with order momentum supporting a path to consistent profitability.
Electrovaya: Tripling Capacity May Lead To Strong Increase In Earnings
Electrovaya is positioned to benefit from the shift to lithium-ion batteries in material handling, with strong OEM partnerships like Toyota driving future demand. The company is executing a high-risk, leveraged growth strategy, tripling capacity with a new U.S. plant and aiming for a 15-fold earnings increase by 2028. Execution risk and high leverage temper near-term upside, but long-term free cash flow and growth potential post-2026 could be substantial if expansion succeeds.
Electrovaya: In-Line Quarter But Execution Risks Remain - Hold
Lithium-ion battery system manufacturer Electrovaya reported Q2/FY2025 results largely in line with expectations. While Adjusted EBITDA reached a new all-time high, unfavorable working capital movements resulted in substantially negative free cash flow. Due to recently imposed tariffs, the company had to pull forward the start-up of assembly operations at its new U.S. facility.
Electrovaya Inc. (ELVA) Q2 2025 Earnings Call Transcript
Electrovaya Inc. (NASDAQ:ELVA ) Q2 2025 Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Dr. Rajshekar DasGupta - Chief Executive Officer John Gibson - Chief Financial Officer Conference Call Participants Daniel Magder - Raymond James Eric Stine - Craig-Hallum Craig Irwin - Roth Capital Sameer Joshi - H.C. Wainwright Jeffrey Campbell - Seaport Research Partners Aaron Martin - AIGH Investment Partners Operator Good day, everyone.
Electrovaya Inc. (ELVA) Q2 Earnings and Revenues Miss Estimates
Electrovaya Inc. (ELVA) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to loss of $0.02 per share a year ago.
Electrovaya Inc. (ELVA) Upgraded to Buy: Here's What You Should Know
Electrovaya Inc. (ELVA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
