Gotion High-tech Co. (002074) Q4 2025 earnings summary

Executive summary

• Achieved revenue of ¥45.07 billion in 2025, up 27.35% year-over-year, with net profit attributable to shareholders of ¥2.38 billion, up 97.49% year-over-year.

• Core business segments—power battery systems, energy storage battery systems, and power transmission equipment—drove growth, with power battery revenue up 32.85% and energy storage battery revenue up 15.76%.

• Significant advances in technology, including mass production of LMFP super-fast charging cells and breakthroughs in solid-state battery technology.

• Global market expansion, with overseas revenue accounting for 22.59% of total, and strong performance in both domestic and international markets.

• R&D investment reached ¥3.36 billion, 7.47% of revenue, with 3,439 new invention patents.

Financial highlights

• Revenue: ¥45.07 billion, up 27.35% year-over-year.

• Net profit attributable to shareholders: ¥2.38 billion, up 97.49% year-over-year.

• Operating profit: ¥2.35 billion, up 82.72% year-over-year.

• Gross margin: 16.17%, down 1.83 percentage points year-over-year.

• Basic and diluted EPS: ¥1.32, up 94.12% year-over-year.

• Net cash from operating activities: ¥3.62 billion, up 33.96% year-over-year.

• Total assets: ¥127.21 billion, up 17.97% year-over-year.

Outlook and guidance

• Industry trends indicate continued growth in new energy vehicles and energy storage, with global NEV sales projected to exceed 28 million units in 2026.

• Strategic focus on high-value market breakthroughs, global expansion, and accelerated R&D in next-generation battery technologies.

• Plans to further increase production capacity, optimize global supply chain, and enhance digital and AI-driven manufacturing.

• 2026 is positioned as a key year for transitioning from global layout to global leadership.