Update shared on16 Aug 2025
Fair value Increased 34%Driven by significant increases in both Electrovaya's future P/E ratio and net profit margin, analysts have notably raised the consensus price target from CA$4.50 to CA$6.01.
What's in the News
- Launched battery systems for airport ground support equipment in partnership with a major OEM; first commercial shipment set for August and products to be showcased at the International GSE Expo.
- Introduced multiple battery system products for robotic vehicle platforms through collaborations with three major OEMs in the US and Japan; initial deliveries to begin this quarter with commercial ramp-up in fiscal 2026.
- Received approximately $4.5 million in new purchase orders from a leading Fortune 100 e-commerce company, bringing total demand from this customer to over $20 million in fiscal 2025 for Infinity battery systems.
- Successfully completed UL2580 certification for 448 models of next-gen 24V, 36V, and 48V lithium-ion battery systems, offering industry-leading energy density; new models available to customers this year.
- Signed commercial supply agreement with Janus Electric Holdings to provide advanced high voltage Infinity batteries for electric truck conversions, supporting Janus’s zero-emission swappable battery platform.
Valuation Changes
Summary of Valuation Changes for Electrovaya
- The Consensus Analyst Price Target has significantly risen from CA$4.50 to CA$6.01.
- The Future P/E for Electrovaya has significantly risen from 8.11x to 12.54x.
- The Net Profit Margin for Electrovaya has significantly risen from 14.70% to 16.42%.
Disclaimer
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