LION E-Mobility AG, a manufacturer of lithium-ion battery packs for electric mobility and stationary energy storage, has adjusted its full-year 2026 revenue guidance to EUR 20 to 25 million following the release of preliminary nine-month figures. The Zug, Switzerland-based company reported revenue of EUR 15.4 million for the first nine months of 2026, with third-quarter revenue of EUR 8.5 million. EBITDA for the nine-month period reached EUR 0.2 million, including EUR 0.1 million in the third quarter. The company said it expects to close fiscal year 2026 with positive EBITDA despite the revenue revision.
The revised outlook reflects delays in both the battery energy storage system (BESS) and NMC+ battery pack businesses, with orders and projects shifting into 2027. LION attributed the overall business development to delayed delivery call-offs by mobility customers, longer delivery times for BESS components, and transport delays in the supply chain caused by the geopolitical situation. The company had shut down battery pack production in the second quarter of 2026 for conversion works, after which production of its new high-performance NMC+ battery packs started as planned at the end of June.
LION's NMC+ battery packs combine strong performance with a robust system architecture and are designed for demanding applications in e-mobility, industry, and safety-critical sectors. Customer response has been positive, with main customers in the third quarter drawn from the bus and commercial vehicle industry in Europe and North America. Beyond vehicle manufacturers, the defence sector is emerging as an additional customer group for safety- and mission-critical applications. The company noted that its NMC+ order book for 2027 provides a solid basis for future growth.
In the third quarter of 2026, LION secured additional projects for stationary battery energy storage systems with a storage capacity of 30 MWh, continuing its previous success in the stationary energy storage sector. The company works with multiple qualified suppliers of battery and power-conversion components, a multi-source strategy that gives customers flexibility in technology, pricing, and delivery times. LION is establishing a service hub at its Hildburghausen site for the commissioning, maintenance, and repair of battery storage systems. As its BESS project pipeline grows, the company is also developing a BESS-as-a-Service model for operators of photovoltaic and wind farms, allowing customers to use storage capacity without upfront investment, with financing options available from several partners.
Dr. Joachim Damasky, CEO of LION E-Mobility AG, said the new high-performance battery packs are being well received by customers, but they have shifted their demand toward next year, costing the company revenue this year. He noted that LION remains profitable at the EBITDA level and that the BESS business is gaining momentum. The company will publish its full figures for the first nine months of 2026 on 11 November. LION, founded in 2011 and listed on the Munich, Frankfurt, and Hamburg stock exchanges, operates highly automated module assembly lines at its own production facility in Germany. The guidance adjustment highlights how geopolitical supply chain pressures and customer timing decisions can affect even specialized manufacturers with strong order books, a dynamic that may resonate across the broader battery and clean energy supply chain. More details are available in the company's release on NEWMEDIAWIRE, and investors can find corporate information at www.lionemobility.com.
