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 following the release of preliminary figures for the first nine months, the company announced via NEWMEDIAWIRE. The Zug, Switzerland-based company now expects revenue of EUR 20 million to EUR 25 million for fiscal year 2026, down from its previous outlook, after mobility customers delayed delivery call-offs and longer delivery times for battery energy storage system (BESS) components pushed orders into 2027.
For the third quarter of 2026, LION reported revenue of EUR 8.5 million, bringing total revenue for the first nine months to EUR 15.4 million. EBITDA for the quarter reached EUR 0.1 million, and EBITDA for the nine-month period amounted to EUR 0.2 million. The company said it expects to close fiscal year 2026 with positive EBITDA, having adjusted its cost base to market volatility over the past two years.
The revenue performance follows the restart of battery pack production at the end of June 2026, after the company’s pack production was shut down in the second quarter for conversion works. Production of LION’s new high-performance NMC+ battery packs began as planned, and customer response has been positive. In the third quarter, the main customers came from the bus and commercial vehicle industry in Europe and North America. Alongside vehicle manufacturers, the defence sector is emerging as an additional customer group for safety- and mission-critical applications.
In the BESS business, LION secured additional projects for stationary battery energy storage systems with a storage capacity of 30 MWh during the third quarter. The company 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, LION is also developing a BESS-as-a-Service model for operators of photovoltaic and wind farms that would allow customers to use storage capacity without upfront investment, with financing options available from several partners. The company works with multiple qualified suppliers of battery and power-conversion components, a multi-source strategy it says gives customers flexibility in technology, pricing and delivery times.
CEO Dr. Joachim Damasky said the new high-performance battery packs are being well received, but customers have shifted their demand toward next year, costing the company revenue in 2026. He noted that LION remains profitable at the EBITDA level and that the NMC+ order book for 2027 provides a solid basis while the BESS business gains momentum.
The guidance revision matters for investors because it signals that demand for LION’s battery packs has not disappeared but has been deferred, leaving the company dependent on a stronger 2027. The preliminary figures also show how geopolitical conditions and supply chain transport delays are affecting a German-based manufacturer serving European and North American mobility customers. LION plans to publish its full figures for the first nine months of 2026 on 11 November. Further details are available through the company’s release on www.newmediawire.com.
