London · Delayed Price · Currency is GBP · Price in GBX Gelion Earnings Call Transcripts
Fiscal Year 2026
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A new CEO with global battery materials experience has taken the helm, coinciding with a major U.S. partnership that accelerates commercialization and market access for advanced sulfur battery technology. The company remains on track with key partnerships and prototype milestones, leveraging a robust global team and supply chain.
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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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Breakthroughs in sulfur battery technology have positioned the company for rapid commercialization, supported by a strong IP portfolio, strategic partnerships, and government grants. Early revenue from integration projects and a capital-light model underpin a forecasted 34%-35% revenue growth for FY 2025, with further margin improvements and global expansion underway.
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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.