NanoXplore Inc (STU:N13)

Q1 2026 NanoXplore Inc Earnings Call Transcript

Nov 13, 2025 / 03:00 PM GMT

Release Date Price: €1.43 (+0.99%)

Transcript

Key Points

Positve

NanoXplore Inc (NNXPF) announced a significant graphene powder sales agreement with Chevron Phillips Chemicals, indicating strong growth potential.
The company has secured a new long-term contract with Clubcar, expected to generate approximately $15 million in annualized revenues.
NanoXplore Inc (NNXPF) completed a $25.7 million equity financing, strengthening its balance sheet and enabling further expansion.
The company is on track to install its first fully commercial dry graphene module by March 2026, adding significant production capacity.
Despite a temporary pause in growth, NanoXplore Inc (NNXPF) anticipates a strong finish to fiscal 2026, driven by increased sales and new customer programs.

Negative

Total revenues in Q1 were 30% lower than Q1 2025, primarily due to reduced demand from two largest customers.
Adjusted gross margins decreased to 17.3% from 21% last year, breaking a multiyear improvement streak.
The company reported an adjusted EBITDA loss of $1.4 million, a decrease of $2.5 million compared to the previous year.
The economic environment remains unclear, with forecasts from customers in the transportation sector remaining volatile.
The capacity expansion in the medium duty transport sector remains underutilized due to reduced demand.

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

GRA.TO - NanoXplore Inc
Q1 2026 NanoXplore Inc Earnings Call
Nov 13, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by.

Welcome to the Nano Explorer first quarter 2026 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your speaker today, Pierre E. Terris, Vice President of corporate Development. Please go ahead.

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