Research analysts who have asked questions during Lotus Technology earnings calls.
DL
Dan Lin
CICC
2 questions for LOT
GS
Gavin Smith
Evest Collective
2 questions for LOT
LL
Laura Lee
Deutsche Bank
2 questions for LOT
Also covers: BLDE, EH, VTOL
LZ
Ling Zhou
UE Capital
2 questions for LOT
Also covers: RLX
VY
Vincent Yeung
SC Asia
2 questions for LOT
XL
Xinran Li
Not Disclosed in Transcript
2 questions for LOT
Also covers: ACHR, EH
EH
Eugene Hsiao
Macquarie Capital
1 question for LOT
Also covers: ZK
GT
George Tang
Alison Capital
1 question for LOT
LL
Laura Li
Deutsche Bank
1 question for LOT
Also covers: BLDE, EH
TL
Tom Lee
Capital Sunrise
1 question for LOT
Recent press releases and 8-K filings for LOT.
Lotus Technology Inc. Announces Strategic Investment from ECARX Holdings
LOT
New Projects/Investments
- Lotus Technology Inc. entered into a share subscription agreement with ECARX Holdings Inc. on December 23, 2025, for a US$23 million strategic investment.
- ECARX will subscribe for and purchase 16,788,321 newly issued ordinary shares of Lotus Technology Inc. at a price of US$1.37 per ordinary share.
- This investment aims to significantly broaden the collaborative framework and deepen the existing relationship between the two companies, accelerating innovation in next-generation intelligent cockpit ecosystems.
- The private placement is subject to customary closing conditions and is expected to close within 30 days of the agreement, with the purchased ordinary shares subject to a six-month lock-up period.
Dec 29, 2025, 11:05 AM
Lotus Technology Reports Q3 2025 Results and Outlines Future Strategy
LOT
Earnings
Product Launch
Guidance Update
- Lotus Technology reported Q3 2025 revenue of $137 million, a 46% decrease year-on-year but a 10% increase sequentially, with 1,800 vehicles delivered. Year-to-date revenue reached $356 million.
- The company's gross margin improved to 8% in Q3 2025, up 3 percentage points sequentially and 5 percentage points year-on-year, driven by a favorable shift in sales mix.
- Lotus Tech significantly narrowed its losses in Q3 2025, reporting an operating loss of $95 million (41% improvement year-on-year) and a net loss of $65 million (68% improvement year-on-year).
- A new PHEV model is set to launch in China in Q1 2026, with a European release to follow, expanding the product portfolio.
- Management anticipates full-year 2025 gross margin to be in a high single-digit range and expects further improvement in 2026, supported by new product launches and the planned integration of Lotus UK.
Nov 24, 2025, 12:00 PM
Lotus Technology Reports Q3 2025 Results and Provides Outlook
LOT
Earnings
Guidance Update
Product Launch
- Lotus Technology reported Q3 2025 revenue of $137 million, a 46% year-on-year decrease but a 10% sequential increase, with 1,800 vehicles delivered. The company's net loss improved by 68% year-on-year to $65 million, and its operating loss improved by 41% year-on-year to $95 million.
- The gross margin improved to 8% in Q3 2025, up 3 percentage points quarter-on-quarter and 5 percentage points year-on-year. The company expects its full-year gross margin to be in a high single-digit range and projects further improvement next year, driven by the launch of new PHEV products and the integration of Lotus UK.
- Lotus Tech plans to unveil a new PHEV model in the coming months, with the first hybrid model launching in China in Q1 next year, followed by Europe. The company is also preparing to enter the Brazil market and expects to complete the acquisition of Lotus UK in 2026.
Nov 24, 2025, 12:00 PM
Lotus Technology Reports Q3 2025 Results
LOT
Earnings
Product Launch
M&A
- Lotus Technology reported Q3 2025 revenue of $137 million and 1,799 vehicle deliveries, with the gross margin improving to 8%.
- For the first nine months of 2025, total revenue was $356 million on 4,612 deliveries.
- The company's net loss narrowed significantly by approximately 68% in Q3 2025 and 43% for the nine-month period year-over-year.
- Lifestyle vehicles accounted for 72% of total deliveries in the first nine months of 2025, with Europe (46%) and China (34%) being the largest regional contributors.
- Lotus is preparing for the strategic acquisition of Lotus UK, expected to close in 2026, and plans to launch a new PHEV model.
Nov 24, 2025, 12:00 PM
Lotus Technology Reports Q3 2025 Financial Results and Strategic Updates
LOT
Earnings
Product Launch
M&A
- Lotus Technology reported Q3 2025 revenue of $137 million, a 46% decrease year-on-year but a 10% increase sequentially, with 1,800 vehicles delivered to distributors, representing a 35% decrease year-on-year but a 28% increase quarter-on-quarter. For the first nine months of 2025, revenue totaled $356 million and deliveries reached 4,612 units.
- The company's gross margin improved to 8% in Q3 2025, up 3 percentage points from the previous quarter and 5 percentage points from the same period last year. The gross margin for the full year is expected to remain in a high single-digit range, with projections for further improvement next year.
- Lotus Tech reported an operating loss of $95 million in Q3 2025, a 41% improvement year-on-year, and a net loss of $65 million, a 68% improvement year-on-year. The company has reduced operating expenses for eight consecutive quarters.
- A new PHEV model is set to launch in China in Q1 2026, with a technology preview event in January, followed by a European release. This model aims to expand into broader markets and attract new customer segments.
- Steady progress is being made on the merger and acquisition of Lotus UK, expected to be completed in 2026, which will lead to operating under a "One Lotus" strategy to streamline operations and drive synergies across R&D, purchasing, and logistics.
Nov 24, 2025, 12:00 PM
Lotus Technology Details Integration Plan and Next-Gen EV Technology
LOT
New Projects/Investments
Product Launch
M&A
- Lotus Technology is implementing a "One Lotus" strategy to integrate its British sports car heritage with its lifestyle EV platform by the end of 2025 or early 2026, aiming for unified governance and cost synergies.
- The company is an early mover in the luxury EV market, leveraging its renowned aerodynamics and lightweight philosophy, and has implemented an 800V electric performance architecture, with a 900V hybrid platform offering over 1,000 km combined driving range (700 km hybrid, 300 km pure battery) and dual hypercharging technology set to be unveiled by year-end 2025.
- Lotus maintains a balanced global distribution network with over 200 stores, with China accounting for almost 50% of its market in the first half of 2025.
- A wholly-owned subsidiary provides intelligent driving systems (software and hardware) to Lotus and other global OEMs, including a recent memorandum of understanding for robotaxi services in Saudi Arabia.
- Lotus benefits from a strategic partnership with Geely, utilizing their ecosystem for procurement, supply chain, and manufacturing support, while maintaining independent management.
Nov 4, 2025, 4:30 PM
Lotus Technology Inc. Reports Six-Month 2025 Financial Results
LOT
Earnings
Share Buyback
Debt Issuance
- Lotus Technology Inc. reported a significant 45.2% decrease in total revenues, falling to US$218.3 million for the six months ended June 30, 2025, compared to US$398.1 million in the prior year period. This was primarily due to a transition period characterized by tariff impact, gradual destocking, and phased commencement of upgraded model deliveries.
- The company's gross profit decreased by 64.9% to US$17.9 million for the six months ended June 30, 2025, with the gross margin declining to 8.2% from 12.8% in the same period last year.
- Despite the revenue decline, Lotus Technology Inc. reduced its net loss to US$313.0 million for the six months ended June 30, 2025, an improvement from a net loss of US$460.3 million in the corresponding period of 2024.
- Subsequent to the reporting period, the company completed significant share buybacks from Meritz, totaling US$588.4 million across two transactions on July 31, 2025, and September 5, 2025.
- Lotus Technology Inc. also secured a new master credit facility of up to RMB1.6 billion (approximately US$220 million) from Geely on July 28, 2025, and entered into an agreement to issue convertible notes for up to an aggregate principal amount of US$300 million on August 19, 2025.
Sep 11, 2025, 8:03 PM
Lotus Technology announces share buyback agreement and board change
LOT
Share Buyback
Board Change
- Lotus Technology Inc. entered into a share buyback agreement on August 27, 2025, with Meritz Securities Co., Ltd. to repurchase 32,500,000 American Depository Shares (ADSs) for an aggregate purchase price of US$387,366,127.
- This repurchase, expected to close on or about September 5, 2025, represents the remaining portion of the 50,000,000 Ordinary Shares originally issued to Meritz on February 22, 2024 for US$500,000,000.
- Upon the closing of this transaction, the original Subscription Agreement between the Company and Meritz will terminate.
- Additionally, Ms. Ada Yunfeng Yan was appointed as an independent director to the Company's compensation committee, effective August 27, 2025.
Aug 29, 2025, 8:02 PM
Lotus Technology Announces Q2 2025 Financial Results and Strategic Updates
LOT
Earnings
Product Launch
M&A
- Lotus Technology reported Q2 2025 revenue of $126 million, a 45% year-on-year decrease, and first-half revenue of $218 million. The Q2 gross margin stood at 5%, with the first-half gross margin at 8%. The company reduced its operating loss by 22% in Q2 and 40% in the first half, marking seven consecutive quarters of operating expense reduction.
- Vehicle deliveries in Q2 2025 were over 1,400 units, a 49% year-on-year decrease, and first-half deliveries exceeded 2,800 units, down 43% year-on-year, primarily due to a scheduled transition period, U.S. tariff policies, and ongoing destocking activities. Deliveries of the Emera to North America were disrupted in Q2 due to tariff disputes but resumed in July.
- The company secured new funding, including a security purchase agreement with ATW Partners for up to $300 million in convertible notes, with $10 million already issued, and a master credit facility framework agreement with strategic partner Geely.
- Lotus Technology plans to roll out the Model Year 2026 Emera globally next month and will start production of its first plug-in hybrid model by the end of 2025, with market entry deliveries beginning in Q1 2026 in China. The company is also in the process of consolidating operations with Lotus UK under the "One Lotus" strategy, targeting closure by the end of 2025 or Q1 2026.
Aug 29, 2025, 2:16 PM
Quarterly earnings call transcripts for Lotus Technology.
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