Gelion Earnings Call Transcripts
Fiscal Year 2026
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Leadership in sulfur cathode battery technology is advancing through global collaborations, improved financials, and successful prototyping with major partners. Scaling production and expanding into new markets remain key priorities, supported by strong grant funding.
Fiscal Year 2025
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Rebranded as the Sulphur Battery Company, the business achieved first revenues, reduced costs, and secured major partnerships with TDK and Kinetic. With a strong cash position and a capital-light model, it targets global leadership in sulphur cathode materials and expects commercial prototype cells in multiple regions within a year.
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Significant progress in sulfur battery technology, with breakthrough results and a robust IP portfolio, positions the company for strong commercial partnerships and revenue growth. Financial performance is improving, supported by cost savings, a capital raise, and early revenue from integration.
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Sulphur battery technology leadership advanced with strong cost controls, revenue growth in integration solutions, and strategic partnerships in progress. Cash runway extends past June 2025, with focus on value realization and avoiding dilution.
Fiscal Year 2024
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Achieved all key milestones, reduced adjusted EBITDA loss by 18.8% year-over-year, and improved cash position. Strategic focus shifted to lithium-sulfur batteries, with major grants and partnerships secured to drive commercialization and growth.