Lotus Technology (LOT) Deutsche Bank ADR Virtual Investor Conference summary

Strategic positioning and brand evolution

• Transitioning from a niche UK sports car maker to a global luxury EV technology leader, blending British heritage, German engineering, and Chinese manufacturing efficiency.

• Strategic acquisition of Lotus UK expected to close in 2026, aiming to unify brand identity, streamline governance, and unlock operational synergies.

• Positioned alongside top luxury brands, focusing on modern, sustainable, performance-driven luxury and lifestyle.

• Iconic motorsports legacy with multiple Formula One and Le Mans victories, reinforcing brand prestige.

Product portfolio and technology

• Five current models and one in development, spanning hypercars, sports cars, luxury SUVs, and high-performance sedans, including BEV, PHEV, and ICE options.

• Flagship models include the all-electric Evija hypercar, Emira sports car, Eletre hyper SUV, Emeya hyper GT, and ForMe (Eletre X) PHEV.

• ForMe PHEV began deliveries in China in March 2026, with European and Middle East launches planned for late 2026 and UK in mid-2027.

• Proprietary technology pillars: advanced aerodynamics, lightweight engineering, high-voltage EV architecture, and intelligent digital systems.

• Continuous product upgrades and new models planned through 2030 to maintain leadership in performance and technology.

Global footprint and customer base

• Over 200 retail stores worldwide, with balanced presence in China, Europe, North America, and other key markets.

• More than 55% of deliveries from outside China, reflecting strong global brand appeal.

• Customer base expanding to include younger drivers, professional women, tech-savvy consumers, and high net worth individuals.