Question · Q4 2025
Theo Genzebu inquired about upcoming major milestones for rapid charging in robotics, the funding timeline for $40 million in equipment orders from the Exim loan, and details on the fiscal 2026 revenue growth guidance and $100-$105 million backlog, specifically regarding firm orders versus pipelines and potential revenue deferral bottlenecks.
Answer
CEO Raj DasGupta mentioned ongoing cell and system-level development and IP filing for rapid charging in robotics, without immediate milestones. He clarified that the majority of the $40 million equipment orders would be funded in 2026, with a small portion for final testing potentially slipping into fiscal 2027. For revenue guidance, he explained it's a conservative estimate, discounting for potential push-outs and delays, while CFO John Gibson added that material handling orders often come last minute despite high-confidence forecasting.
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