LION E-Mobility AG, a manufacturer of lithium-ion battery packs for electric mobility and stationary energy storage, has revised its full-year 2026 revenue guidance downward to EUR 20 to 25 million, citing delayed delivery call-offs by mobility customers, longer lead times for battery energy storage system (BESS) components, and transport disruptions linked to the geopolitical situation. The announcement accompanied the company's preliminary figures for the first nine months of 2026, which showed revenue of EUR 15.4 million and EBITDA of EUR 0.2 million.
The adjustment matters because it signals that even a company with a newly commissioned high-performance product line and a growing order book can be tripped up by external timing factors. LION restarted battery pack production at the end of June 2026 after a planned shutdown for conversion works in the second quarter, and the new NMC+ battery packs are now being delivered. Q3 2026 revenue reached EUR 8.5 million, a sharp rebound from the production gap earlier in the year, and Q3 EBITDA turned positive at EUR 0.1 million. Yet the company said the overall business development was held back by customers shifting demand into next year, longer delivery times for BESS components, and supply chain transport delays.
Customer response to the NMC+ packs has been positive, with main Q3 customers 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. That diversification could matter for future revenue stability, but the near-term effect of customers deferring orders is a revenue shortfall in 2026. CEO Dr. Joachim Damasky said the new packs are being well received, but customers have shifted their demand towards next year, which costs the company revenue this year while it remains profitable at the EBITDA level.
In the BESS business, LION secured additional projects in Q3 2026 with a storage capacity of 30 MWh. The company is also establishing a service hub at its Hildburghausen site for commissioning, maintenance and repair of battery storage systems, and is 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. Those moves suggest LION is trying to build recurring revenue and deeper customer relationships in a segment where project timing can be volatile. The company will publish its full nine-month figures on 11 November.
For investors, the key implication is that LION expects to close fiscal year 2026 with positive EBITDA despite the revenue cut, having adjusted its cost base to market volatility over the past two years. The NMC+ order book for 2027 is described as a solid basis, and the BESS pipeline is growing. More details are available in the original release on www.newmediawire.com and through the company's investor relations pages at www.lionemobility.com. The revised outlook reflects delays in both the BESS and NMC+ businesses, with orders and projects shifting into 2027 due to the current geopolitical situation.
