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Mar 31

Microvast Q1 2025 Earnings Report

Reported First Quarter 2025 Financial Results

Key Takeaways

Microvast reported record first quarter revenue of $116.5 million, a 43.2% increase year-over-year. The company achieved a net profit of $61.8 million and positive adjusted EBITDA of $28.5 million, demonstrating strong top-line growth and improved profitability.

Achieved record Q1 2025 revenue of $116.5 million, up 43.2% year-over-year.

Gross margin significantly improved to 36.9% in Q1 2025 from 21.2% in Q1 2024.

Reported a net profit of $61.8 million in Q1 2025, a substantial improvement from a net loss of $24.8 million in Q1 2024.

Achieved positive non-GAAP adjusted EBITDA of $28.5 million in Q1 2025 compared to a negative $3.7 million in Q1 2024.

Total Revenue
$116M
Previous year: $81.4M
+43.2%
EPS
$0.06
Previous year: -$0.04
-250.0%
Cash, cash equivalents and restricted cash
$123M
Previous year: $86.7M
+41.9%
Gross Margin
36.9%
Previous year: 21.2%
+74.1%
Adjusted Gross Margin
37%
Previous year: 22.6%
+63.7%
Gross Profit
$43M
Previous year: $17.2M
+149.7%
Cash and Equivalents
$90.9M
Previous year: $39.5M
+130.4%
Total Assets
$983M
Previous year: $1.04B
-5.5%

Microvast

Microvast

Forward Guidance

For the remainder of 2025, the Company maintains its target revenue growth of 18% to 25% year over year and revenue guidance of $450 million to $475 million, targeting a gross margin of 30%.

Positive Outlook

  • Targeting revenue growth of 18% to 25% year over year for the remainder of 2025.
  • Maintaining revenue guidance of $450 million to $475 million for 2025.
  • Targeting a gross margin of 30% through 2025.
  • Installation of production equipment for Huzhou Phase 3.2 to increase capacity.
  • Sustained focus on new customer wins in differentiated commercial vehicle markets.