Overview
Gogoro Q3 revenue falls 10.6% yr/yr amid Taiwan market contraction
Net loss for Q3 narrows to $14.9 mln from $18.2 mln last year
Adjusted EBITDA for Q3 rises to $20.2 mln, reflecting operational efficiency
Outlook
Company expects full-year 2025 revenue between $270 mln and $285 mln
Gogoro anticipates Taiwan two-wheeler market to underperform in 2025
Company plans new vehicle launches and battery improvements in 2026
Result Drivers
MARKET CONTRACTION - Taiwan's two-wheeler market contracted, affecting vehicle sales and overall revenue, but Gogoro maintained strong non-IFRS profitability
GROSS MARGIN IMPROVEMENT - Improved inventory and supply chain management led to a significant increase in gross margin
PRODUCT EXPANSION - Launch of EZZY and EZZY 500 models broadened market reach and are expected to boost sales growth and margins in 2026
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Operating Revenue | $77.65 mln | ||
Q3 EPS | -$1.01 | ||
Q3 Net Income | -$14.94 mln | ||
Q3 Gross Profit | $9.49 mln | ||
Q3 Income from Operations | -$13.49 mln | ||
Q3 Operating Expenses | $22.98 mln |
Analyst Coverage
The one available analyst rating on the shares is "hold"
The average consensus recommendation for the recreational products peer group is "buy."
Press Release: ID:nPn9PsG1la
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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