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Novonix
Novonix (NVX) investor relations material
Novonix Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary28 Jan, 2026
Executive summary
Over 100 synthetic graphite samples provided to 15 customers in 2025, with mass production of industrial-grade anode materials expected to begin in 2026 and battery-grade for Panasonic in H2 2027.
Termination of offtake agreement with Stellantis NV due to inability to agree on product specifications.
Launched UHPC Calibration Module and advanced licensing for all-dry, precursor-free cathode technology, with foundational patent granted in China.
CEO Mike O'Kronley appointed Managing Director; Dwayne Johnson named COO.
Completed $100 million convertible debenture transaction with Yorkville Advisors to support production scale-up.
Financial highlights
Cash balance at 31 December 2025 was $81.3 million.
Net cash used in operating activities for the quarter was $9.7 million; year-to-date $41.2 million.
Capital expenditures for the quarter totaled $13.4 million, mainly for Riverside facility assets.
Received $15.2 million DOE grant reimbursement in the quarter.
Convertible debenture and loan facilities fully drawn, providing additional liquidity.
Outlook and guidance
Mass production of industrial-grade graphite to commence in 2026, with battery-grade for Panasonic targeted for H2 2027.
Final U.S. antidumping and countervailing duty decisions on Chinese graphite expected in early 2026, potentially benefiting domestic supply.
Continued focus on scaling cathode technology and expanding customer base.
NAM production ramp-up post Panasonic delay?
Quantify US trade case benefit for NAM sales
Cathode tech commercialization strategy & timeline?
Partial view of Summaries dataset, powered by Quartr API
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Next Novonix earnings date
H2 202526 Feb, 2026
Novonix
Next Novonix earnings date
H2 202526 Feb, 2026
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Frequently asked questions
Novonix Limited is active in the battery technology sector, focused on the development and supply of advanced battery materials, equipment, and services primarily for the lithium-ion battery market in North America. The company operates through three main segments: Battery Materials, Battery Technology, and Graphite Exploration. In the Battery Materials segment, Novonix is engaged in the development and manufacturing of battery anode materials. Meanwhile, the Battery Technology segment is responsible for developing battery cell testing equipment, offering consulting services, and conducting research and development to enhance battery development. Novonix Limited is headquartered in Brisbane, Australia, and its shares are listed on the ASX and Nasdaq.
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