Ryan Fink's questions to Wallbox (WBX) leadership • Q1 2025
Question
Ryan Fink of B. Riley Financial, Inc. inquired about the current competitive landscape and opportunities from competitors' challenges. He also asked for details on the forward-looking product mix and its impact on gross margins and the company's path to positive EBITDA.
Answer
CEO Enric Asuncion detailed the competitive landscape, noting Wallbox's U.S. factory provides an edge against tariff-impacted rivals, while its broad European presence is a key advantage over regional players. In DC fast charging, the strategy is to focus on the high-volume 100-350 kW segment. Asuncion stated that DC fast chargers currently yield ~50% gross margins versus 37-40% for AC home and business chargers. He expects a similar product mix in Q2 but is focused on building a DC charger backlog to stabilize growth and improve the margin mix over time.