LION E-Mobility Restarts NMC+ Production
Analysis based on 8 articles · First reported Jun 26, 2026 · Last updated Jul 03, 2026
The successful restart of NMC+ battery production by Lion E-Mobility AG and its strong order book for FY26e and FY27e are expected to significantly boost the company's revenue and profitability in the second half of 2026. This positive operational inflection point, coupled with a strengthened balance sheet, is likely to lead to increased investor confidence and a positive impact on Lion E-Mobility AG's stock price, as reflected in NuWays AG's reiterated 'BUY' recommendation.
Lion E-Mobility AG successfully restarted production of its NMC+ battery packs at the end of June 2026, marking a significant commercial milestone. This follows months of preparation, including the qualification of NMC+ prototypes by existing customers in Q4 2025 and the shipment of mass-produced NMC+ battery cells from China in June 2026. The company has a nearly filled order book for FY26e and strong progress on FY27e orders, partly driven by defense customer demand. Lion E-Mobility AG also reported strong FY25 results, with revenue up 67.4% year-over-year to EUR 28.3 million and a positive EBITDA of EUR 6.5 million, significantly de-risking its balance sheet. The company is expanding its storage segment with BESS containers in Germany and plans for market entry into Italy. NuWays AG reiterated its 'BUY' recommendation for Lion E-Mobility AG with a target price of EUR 3.2, anticipating EUR 36.4 million in FY26e revenue and a strongly positive EBITDA.
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