Q3 2025 Vertical Aerospace Ltd Earnings Call Transcript

Nov 4, 2025 / 01:30 PM GMT

Release Date Price: €3.7 (-4.15%)

Transcript

Key Points

Positve

Vertical Aerospace Ltd (EVTL) is on track to complete its piloted transition flight, a critical milestone for the VX4 development and certification program.
The company has a strong regulatory engagement with the UK CAA, providing high confidence in its 2028 certification timeline.
Vertical Aerospace Ltd (EVTL) boasts the largest and most spacious cabin in the industry, offering a unique competitive advantage.
The VX4 aircraft can scale from 4 to 6 passengers, increasing revenue potential for operators by 50% and improving margins.
The company maintains a lean and cost-effective model by sourcing parts from tier one aerospace manufacturers, reducing costs compared to US-based competitors.

Negative

Vertical Aerospace Ltd (EVTL) faces a significant valuation gap compared to its peers, trading at a discount despite its achievements.
The company anticipates spending $235 million over the next 12 months, which could strain its current cash position.
There is no possibility of accelerating the certification timeline, with completion expected in the second half of 2028.
The company is currently production constrained and needs to ramp up manufacturing capacity to meet global demand.
Vertical Aerospace Ltd (EVTL) has not yet secured a strategic partnership or investment, which is crucial for its ramp from certification to commercialization.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EVTL.N - Vertical Aerospace Ltd
Q3 2025 Vertical Aerospace Ltd Earnings Call
Nov 04, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. My name is Van, and I will be a conference operator today. At this time, I would like to welcome everyone to Vertical Aerospace 2025 3rd quarter earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone keypad. If you would like to withdraw your question, press 1 again.

Thank you.

Now, let's turn the call over to Gillian Devine, IR lead at Vertical Airspace. You may begin your conference.

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