Press Release: Microvast Reports Third Quarter 2025 Financial Results

Dow Jones11-11
   -- Record Q3 revenue of $123.3 million, up 21.6% year over year 
 
   -- Gross margin increased from 33.2% to 37.6%, a 4.4 percentage point 
      improvement year over year 

STAFFORD, Texas, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Microvast Holdings, Inc. (NASDAQ:MVST) ("Microvast" or the "Company"), a global leader in advanced battery technologies, announced today its unaudited condensed consolidated financial results for the third quarter ended September 30, 2025 ("Q3 2025").

"Microvast is on an impressive trajectory, achieving a record third quarter with revenue of $123.3 million, a 21.6% increase year-over-year. Our gross margin rose to 37.6%, reflecting continued improvements in efficiency and product mix. While we booked a GAAP net loss of $1.5 million, we also delivered a positive adjusted EBITDA of $21.9 million, demonstrating the growing demand for our innovative battery solutions and the tangible results of our focus on profitability and operational excellence," said Yang Wu, Microvast's Founder, Chairman, and Chief Executive Officer.

Results for Q3 2025

   -- Record third quarter revenue of $123.3 million, compared to $101.4 
      million in Q3 2024, an increase of 21.6% 
   -- Gross margin increased to 37.6% from 33.2% in Q3 2024; Non-GAAP adjusted 
      gross margin increased to 37.7%, up from 33.9% in Q3 2024 
   -- Operating expenses of $33.5 million, compared to $27.5 million in Q3 
      2024; Non-GAAP adjusted operating expenses of $32.8 million, compared to 
      $22.0 million in Q3 2024 
   -- Net loss of $1.5 million, compared to net profit of $13.2 million in Q3 
      2024; Non-GAAP adjusted net profit of $11.9 million, compared to non-GAAP 
      adjusted net profit of $16.8 million in Q3 2024 
   -- Net loss per share of $0.00 compared to net profit per share of $0.04 in 
      Q3 2024; Non-GAAP adjusted net profit per share of $0.04, compared to 
      non-GAAP adjusted net profit per share of $0.05 in Q3 2024 
   -- Non-GAAP adjusted EBITDA of positive $21.9 million in Q3 2025, compared 
      to non-GAAP adjusted EBITDA of positive $28.6 million in Q3 2024 
   -- Capital expenditures of $17.4 million, compared to $30.6 million in Q3 
      2024 
   -- Cash, cash equivalents and restricted cash of $142.6 million as of 
      September 30, 2025, compared to $109.6 million as of December 31, 2024, 
      and $115.0 million as of September 30, 2024 

Results for Nine Months Ended September 30, 2025 ("YTD 2025")

   -- Revenue of $331.1 million, compared to $266.4 million in the nine months 
      ended September 30, 2024 ("YTD 2024"), an increase of 24.3% 
   -- Gross margin increased to 36.6% from 29.3% in YTD 2024; Non-GAAP adjusted 
      gross margin increased to 36.6%, up from 30.6% in YTD 2024 
   -- Operating expenses of $75.5 million, compared to $195.1 million in YTD 
      2024; Non-GAAP adjusted operating expenses of $73.4 million, compared to 
      $168.1 million in YTD 2024 
   -- Net loss of $45.8 million, compared to net loss of $113.1 million in YTD 
      2024; Non-GAAP adjusted net profit of $47.5 million, compared to non-GAAP 
      adjusted net loss of $84.1 million in YTD 2024 
   -- Net loss per share of $0.14 compared to net loss per share of $0.36 in 
      YTD 2024; Non-GAAP adjusted net profit per share of $0.15, compared to 
      non-GAAP adjusted net loss per share of $0.27 in YTD 2024 
   -- Non-GAAP adjusted EBITDA of positive $76.3 million in YTD 2025, compared 
      to non-GAAP adjusted EBITDA of negative $53.5 million in YTD 2024 
   -- Capital expenditures of $31.4 million, compared to $43.8 million in YTD 
      2024 

Please refer to the tables at the end of this press release for reconciliations of gross profit to non-GAAP adjusted gross profit, operating expenses to non-GAAP adjusted operating expenses, net profit/(loss) to non-GAAP adjusted net profit/(loss), net profit/(loss) per share to non-GAAP adjusted net profit/(loss) per share, net profit/(loss) to non-GAAP adjusted EBITDA and gross margin to non-GAAP adjusted gross margin.

2025 Outlook

   -- The Company maintains its initial target revenue growth of 18% to 25% 
      year over year and revenue guidance of $450 million to $475 million 
   -- The Company is updating gross margin outlook for full year 2025 from 32% 
      to a target range of 32% to 35% 
   -- The Company expects to finish installation and commissioning of 
      production equipment for our Huzhou Phase 3.2 expansion by year-end with 
      initial production to follow, increasing our capacity to meet strong 
      customer demand 
   -- The Company intends to maintain focus on attracting new customers and 
      broadening our presence in new market segments 

Webcast Information

Company management will host a conference call and webcast on November 10, 2025, at 4:00 p.m. Central Time, to discuss the Company's financial results. The live webcast and accompanying slide presentation will be accessible from the Events & Presentations section of Microvast's investor relations website . A replay will be available following the conclusion of the event.

About Microvast

Microvast is a global leader in providing battery technologies for electric vehicles and energy storage solutions. With a legacy of over 19 years, Microvast has consistently delivered cutting-edge battery systems that empower a cleaner and more sustainable future. The Company's innovative approach and dedication to excellence have positioned it as a trusted partner for customers around the world. Founded in 2006 in Stafford, Texas, Microvast holds more than 810 patents and patent applications that enable solutions for today's electrification needs.

For more information, please visit www.microvast.com or follow us on LinkedIn (@microvast).

Contact:

Investor Relations

ir@microvast.com

Cautionary Statement Regarding Forward-Looking Statements

This communication contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements about our future results of operations and financial position, our operational performance, our anticipated growth and business strategy, our future capital expenditures and debt service obligations, the projected costs, prospects and plans and objectives of management for future operations, including regarding expected growth and demand for our batteries and energy storage solutions and introduction of new batteries and energy storage solutions, the adoption of such offerings by customers, our expectations relating to backlog, pipeline and contracted backlog, our ability to implement our remediation plan in connection with the material weakness in our internal control over financial reporting, current expectations relating to legal proceedings and anticipated impacts and benefits from the Inflation Reduction Act of 2022 as well as any other proposed or recently enacted legislation. In some cases, you may also identify forward-looking statements by words such as "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "might," "objective," "plan," "project," "predict," "outlook" "should," "will," "would," or the negative of these terms, or other comparable terminology intended to identify statements about the future. Such forward-looking statements are based upon the current beliefs and expectations of management and are inherently subject to significant business, economic and competitive uncertainties and contingencies, many of which are difficult to predict and generally beyond our control. Actual results and the timing of events may differ materially from the results anticipated in these forward-looking statements.

Many factors could cause actual results and the timing of events to differ materially from the anticipated results or other expectations expressed in the forward-looking statements, including, among others: (1) our ability to remain a going concern; (2) risk that we may not be able to execute our growth strategies or achieve profitability; (3) risk that we will be unable to meet our future capital requirements and we may require additional capital to support our business growth, and this capital might not be available on acceptable terms or at all; (4) potential difficulties in maintaining manufacturing capacity and establishing expected mass manufacturing capacity in the future; (5) risks relating to delays, disruptions and quality control problems in our manufacturing operations; (6) restrictions in our existing and any future credit facilities; (7) risks of operations in China; (8) the effects of mechanics liens filed by contractors that we do not have sufficient funds to pay; (9) the effects of existing and future litigation; (10) changes in general economic conditions, including increases in interest rates and associated Federal Reserve policies, a potential economic recession, and the impact of inflation on our business; (11) changes in the highly competitive market in which we compete, including with respect to our competitive landscape, technology evolution or regulatory changes; (12) changes in availability and price of raw materials; (13) labor relations, including the ability to attract, hire and retain key employees and contract personnel; (14) heightened awareness of environmental issues and concern about global warming and climate change; (15) risk that we are unable to secure or protect our intellectual property; (16) risk that our customers or third-party suppliers are unable to meet their obligations fully or in a timely manner; (17) risks related to possible future reductions in pricing or order volume or loss of one or more of our significant customers; (18) risks relating to our status as a relatively low-volume purchaser as well as from supplier concentration and limited supplier capacity; (19) risk that our customers will adjust, cancel or suspend their orders for our products; (20) risk of product liability or

regulatory lawsuits or proceedings relating to our products or services; (21) our ability to maintain and enhance our reputation and brand recognition; (22) the effectiveness of our information technology and operational technology systems and practices to detect and defend against evolving cyberattacks; (23) changing laws regarding cybersecurity and data privacy, and any cybersecurity threat or event; (24) the effects and associated cost of compliance with existing and future laws and governmental regulations, such as the Inflation Reduction Act; (25) risks relating to whether renewable energy technologies are suitable for widespread adoption or if sufficient demand for our offerings does not develop or takes longer to develop than we anticipate; (26) economic, financial and other impacts such as a pandemic, including global supply chain disruptions; (27) the impact of geopolitical events, including the ongoing conflicts between Russia and Ukraine and in the Middle East; and (28) Tariffs imposed on products of the PRC into the United States may lead to increased costs and impact our business. Microvast's annual, quarterly and other filings with the U.S. Securities and Exchange Commission identify, address and discuss these and other factors in the sections entitled "Risk Factors."

The foregoing list of factors is not exhaustive and new factors may emerge from time to time that could also affect actual performance and results. For more information, please see the risk factors included in our Annual Report on Form 10-K for the year ended December 31, 2024 in Part I, Item 1A.

Actual results, performance or achievements may differ materially, and potentially adversely, from any forward-looking statements and the assumptions on which those forward-looking statements are based. There can be no assurance that the data contained herein is reflective of future performance to any degree. You are cautioned not to place undue reliance on forward-looking statements as a predictor of future performance as forward-looking statements are based on estimates and assumptions that are inherently subject to various significant risks, uncertainties and other factors, many of which are beyond our control.

All information set forth herein speaks only as of the date hereof, and we disclaim any intention or obligation to update any forward-looking statements as a result of developments occurring after the date hereof except as may be required under applicable securities laws. Forecasts and estimates regarding our industry and end markets are based on sources we believe to be reliable, however, there can be no assurance these forecasts and estimates will prove accurate in whole or in part.

All references to the "Company," "we," "us" or "our" refer to Microvast Holdings, Inc. and its consolidated subsidiaries other than certain historical information which refers to the business of Microvast prior to the consummation of the Business Combination.

Non-GAAP Financial Measures

To provide investors with additional information regarding our financial results, Microvast has disclosed in this earnings release non-GAAP financial measures, including non-GAAP adjusted gross profit, non-GAAP adjusted EBITDA, non-GAAP adjusted operating expenses, non-GAAP adjusted net profit/(loss), net profit/(loss) per share to non-GAAP adjusted net profit/(loss) per share, and non-GAAP adjusted gross margin which are non-GAAP financial measures as defined under the rules of the SEC. These are intended as supplemental measures of our financial performance that are not required by, or presented in accordance with U.S. generally accepted accounting principles ("GAAP").

Reconciliations to the most comparable GAAP measures, gross profit, gross margin, operating expenses, net profit/(loss), and net profit/(loss) per share, are contained in tabular form in the unaudited financial statements below. Non-GAAP adjusted gross profit is GAAP gross profit as adjusted for non-cash share-based compensation expense included in cost of revenues. Non-GAAP adjusted net profit/(loss) is GAAP net profit/(loss) as adjusted for non-cash share-based compensation expense and change in valuation of warrant liability and convertible loan. Non-GAAP adjusted net profit/(loss) per common share is GAAP net profit/(loss) per common share as adjusted for non-cash share-based compensation expense and change in valuation of warrant liability and convertible loan per common share. Non-GAAP adjusted EBITDA is defined as net profit/(loss) excluding depreciation and amortization, non-cash settled share-based compensation expense, interest expense, interest income, change in fair value of our warrant liability and convertible loan and income tax expense or benefit. Non-GAAP adjusted operating expenses is defined as operating expenses excluding non-cash share-based compensation expense. Non-GAAP adjusted gross margin is defined as GAAP gross margin as adjusted for non-cash share-based compensation expense included in cost of revenues.

We use non-GAAP adjusted gross profit, non-GAAP adjusted EBITDA, non-GAAP adjusted operating expenses, non-GAAP adjusted net profit/(loss), non-GAAP net profit/(loss) per share and non-GAAP adjusted gross margin for financial and operational decision-making and as a means to evaluate period-to-period comparisons. We consider them to be important measures because they help illustrate underlying trends in our business and our historical operating performance on a more consistent basis. We believe that these non-GAAP financial measures, when taken together with their most directly comparable GAAP measures provide meaningful supplemental information regarding our performance by excluding certain items that may not be indicative of our recurring core business operating results.

We believe that both management and investors benefit from referring to these non-GAAP financial measures in assessing our performance and when planning, forecasting, and analyzing future periods. These non-GAAP financial measures also facilitate management's internal comparisons to our historical performance. We believe these non-GAAP financial measures are useful to investors both because (1) they allow for greater transparency with respect to key metrics used by management in its financial and operational decision-making and (2) they are used by our institutional investors and the analyst community to help them analyze the health of our business. Accordingly, we believe that these non-GAAP financial measures provide useful information to investors and others in understanding and evaluating our operating results in the same manner as our management team and board of directors.

Non-GAAP financial measures have limitations as an analytical tool, and you should not consider them in isolation, or as a substitute for, financial information prepared in accordance with GAAP. For example, our calculation of non-GAAP adjusted EBITDA may differ from similarly titled non-GAAP measures, if any, reported by our peer companies, or our peer companies may use other measures to calculate their financial performance, and therefore our use of non-GAAP adjusted EBITDA may not be directly comparable to similarly titled measures of other companies. The principal limitation of non-GAAP adjusted EBITDA is that it excludes significant expenses and income that are required by GAAP to be recorded in our financial statements. In addition, it is subject to inherent limitations as it reflects the exercise of judgments by management about which expense and income are excluded or included in determining this non-GAAP financial measure. In order to compensate for these limitations, management presents non-GAAP financial measures in connection with GAAP results. In addition, such financial information is unaudited and does not conform to SEC Regulation S-X and as a result, such information may be presented differently in our future filings with the SEC. For example, with respect to the warrant liability resulting from the July 23, 2021 business combination with Tuscan Holdings Corp., we now exclude changes in fair value from net profit/(loss) in our non-GAAP adjusted EBITDA and non-GAAP adjusted net profit/(loss) calculation, which had not been done in prior periods.

 
 
                        MICROVAST HOLDINGS, INC. 
             UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS 
           (In thousands of U.S. dollars, except share and per 
                   share data, or as otherwise noted) 
 
                                          September 30,    December 31, 
                                               2025            2024 
                                         ---------------  -------------- 
Assets 
Current assets: 
Cash and cash equivalents                 $      90,748   $    73,007 
Restricted cash, current                         51,879        36,572 
Accounts receivable (net of allowance 
 for credit losses of $5,202 and $5,090 
 as of September 30, 2025 and December 
 31, 2024, respectively)                        149,274       120,626 
Notes receivable                                  1,497         7,579 
Inventories, net                                126,942       143,327 
Prepaid expenses and other current 
 assets                                          24,925        27,019 
Assets held for sale                                 --        19,896 
                                             ----------    ---------- 
Total Current Assets                            445,265       428,026 
                                             ----------    ---------- 
Restricted cash, non-current                         --            22 
Property, plant and equipment, net              524,016       478,189 
Land use rights, net                             11,439        11,371 
Acquired intangible assets, net                   2,281         2,607 
Operating lease right-of-use assets              18,116        17,628 
Other non-current assets                         12,490        14,024 
                                             ----------    ---------- 
Total Assets                              $   1,013,607   $   951,867 
                                             ==========    ========== 
 
Liabilities 
Current liabilities: 
Accounts payable                          $      59,797   $    64,940 
Notes payable                                    57,197        51,756 
Advance from customers                            5,678        43,678 
Accrued expenses and other current 
 liabilities                                    128,770        98,456 
Amounts due to related parties                       --             5 
Convertible loan measured at fair value         193,474            -- 
Income tax payables                                 655           652 
Short-term bank borrowings                       84,390        70,666 
                                             ----------    ---------- 
Total Current Liabilities                       529,961       330,153 
                                             ----------    ---------- 
Long-term bonds payable                          41,693        43,157 
Long-term bank borrowings                        34,396        41,062 
Warrant liability                                   287           290 
Share-based compensation liability                   98            98 
Operating lease liabilities                      15,076        14,596 
Convertible loan measured at fair value              --       104,613 
Other non-current liabilities                    33,984        30,003 
                                             ----------    ---------- 
Total Liabilities                         $     655,495   $   563,972 
                                             ----------    ---------- 
 
Stockholders' Equity 
Common Stock (par value of U.S. Dollar 
 $0.0001 per share, 750,000,000 and 
 750,000,000 shares authorized as of 
 September 30, 2025 and December 31, 
 2024; 325,453,729 and 324,831,634 
 shares issued, and 323,766,229 and 
 323,144,134 shares outstanding as of 
 September 30, 2025 and December 31, 
 2024)                                    $          33   $        33 
Additional paid-in capital                    1,515,285     1,512,982 
Statutory reserves                                6,032         6,032 
Accumulated deficit                          (1,138,715)   (1,092,958) 
Accumulated other comprehensive loss            (24,523)      (38,194) 
                                             ----------    ---------- 
Total Equity                              $     358,112   $   387,895 
                                             ----------    ---------- 
Total Liabilities and Equity              $   1,013,607   $   951,867 
                                             ==========    ========== 
 
 
 
                          MICROVAST HOLDINGS, INC. 
          UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS 
             (In thousands of U.S. dollars, except share and per 
                      share data, or as otherwise noted) 
 
                      Three Months Ended             Nine Months Ended 
                         September 30,                  September 30, 
                 ----------------------------  ------------------------------ 
                     2025           2024           2025            2024 
                 -------------  -------------  -------------  --------------- 
Revenues         $    123,287   $    101,388   $    331,117   $    266,414 
Cost of 
 revenues             (76,875)       (67,776)      (209,966)      (188,382) 
                  -----------    -----------    -----------    ----------- 
Gross profit           46,412         33,612        121,151         78,032 
                  -----------    -----------    -----------    ----------- 
Operating 
expenses: 
General and 
 administrative 
 expenses             (19,663)       (11,841)       (34,113)       (59,146) 
Research and 
 development 
 expenses              (7,757)       (10,692)       (23,724)       (32,291) 
Selling and 
 marketing 
 expenses              (6,006)        (4,963)       (16,229)       (15,580) 
Impairment loss 
 of long-lived 
 assets                   (36)           (12)        (1,400)       (88,039) 
                  -----------    -----------    -----------    ----------- 
Total operating 
 expenses             (33,462)       (27,508)       (75,466)      (195,056) 
                  -----------    -----------    -----------    ----------- 
Subsidy income             44          1,082          2,455          2,351 
                  -----------    -----------    -----------    ----------- 
Profit/(loss) 
 from 
 operations            12,994          7,186         48,140       (114,673) 
                  -----------    -----------    -----------    ----------- 
Other income 
and expenses: 
Interest income           236            186            611            551 
Interest 
 expense               (1,255)        (4,290)        (3,695)        (8,116) 
Changes in fair 
 value of 
 warrant 
 liability and 
 convertible 
 loan                 (12,641)         2,766        (91,002)         1,240 
Gain on debt 
 restructuring             --          7,709            792          8,157 
Other (expense) 
 income, net              (84)          (310)           356           (293) 
                  -----------    -----------    -----------    ----------- 
(Loss)/profit 
 before 
 provision for 
 income taxes            (750)        13,247        (44,798)      (113,134) 
                  -----------    -----------    -----------    ----------- 
Income tax 
 expense                 (739)            --           (959)            -- 
                  -----------    -----------    -----------    ----------- 
Net 
 (loss)/profit   $     (1,489)  $     13,247   $    (45,757)  $   (113,134) 
                  -----------    -----------    -----------    ----------- 
Net 
 (loss)/profit 
 attributable 
 to Microvast 
 Holdings, 
 Inc.'s 
 stockholders    $     (1,489)  $     13,247   $    (45,757)  $   (113,134) 
                  ===========    ===========    ===========    =========== 
Net 
(loss)/profit 
per common 
share 
Basic            $         --   $       0.04   $      (0.14)  $      (0.36) 
Diluted          $         --   $       0.03   $      (0.14)  $      (0.36) 
Weighted 
average shares 
used in 
calculating net 
(loss)/profit 
per share of 
common stock 
Basic             323,755,691    320,545,388    323,611,063    317,153,113 
Diluted           323,755,691    367,031,181    323,611,063    317,153,113 
 
 
 
                         MICROVAST HOLDINGS, INC. 
            UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH 
                                   FLOWS 
            (In thousands of U.S. dollars, except share and per 
                    share data, or as otherwise noted) 
 
                                       Nine Months Ended September 30, 
                                   --------------------------------------- 
                                           2025                2024 
                                   --------------------  ----------------- 
Cash flows from operating 
activities 
   Net loss                         $       (45,757)     $     (113,134) 
   Adjustments to reconcile net 
   loss to net cash used in 
   operating activities: 
   Loss on disposal of property, 
    plant and equipment                         412                 810 
   Gain on debt restructuring                  (792)             (8,157) 
   Interest expense                              --               2,248 
   Depreciation of property, 
    plant and equipment                      24,169              22,442 
   Amortization of land use right 
    and intangible assets                       578                 581 
   Noncash lease expenses                     1,962               2,004 
   Share-based compensation                   2,277              30,289 
   Changes in fair value of 
    warrant liability and 
    convertible loan                         91,002              (1,240) 
   Allowance of credit losses                 1,844                (237) 
   Write-down for obsolete 
    inventories                               4,724               3,032 
   Impairment loss from 
    long-lived asset                          1,400              88,039 
   Product warranty                          13,376              10,353 
Changes in operating assets and 
liabilities: 
   Notes receivable                         (18,270)              9,162 
   Accounts receivable                      (22,960)             18,157 
   Inventories                               17,382              (4,144) 
   Prepaid expenses and other 
    current assets                            7,568               2,340 
   Amounts due to related parties                (5)                 -- 
   Operating lease right-of-use 
    assets                                     (621)             (1,821) 
   Other non-current assets                   1,070               9,037 
   Notes payable                              4,225              (7,490) 
   Accounts payable                          (6,813)            (46,882) 
   Advance from customers                   (38,176)               (197) 
   Accrued expenses and other 
    liabilities                              20,289             (25,289) 
   Operating lease liabilities               (1,181)               (869) 
   Other non-current liabilities              1,783               7,679 
                                       ------------       ------------- 
Net cash generated from/(used in) 
 operating activities                        59,486              (3,287) 
                                       ------------       ------------- 
 
Cash flows from investing 
activities 
   Purchases of property, plant 
    and equipment                           (19,191)            (27,366) 
   Proceeds on disposal of 
    property, plant and 
    equipment                                 3,736               9,830 
   Proceeds from maturity of 
    short-term investments                       --               5,564 
                                       ------------       ------------- 
Net cash used in investing 
 activities                                 (15,455)            (11,972) 
                                       ------------       ------------- 
 
 
 
                       MICROVAST HOLDINGS, INC. 
          UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH 
                            FLOWS-Continued 
          (In thousands of U.S. dollars, except share and per 
                  share data, or as otherwise noted) 
 
                                                  Nine Months Ended 
                                                     September 30, 
                                                ---------------------- 
                                                  2025        2024 
                                                ---------  ----------- 
Cash flows from financing activities 
   Proceeds from borrowings                       70,050     70,373 
   Repayment of bank borrowings                  (65,965)   (31,824) 
   Convertible loan                                   --     25,000 
   Repayment of bonds payable                     (1,375)        -- 
   Payment for debt issue costs                       --       (525) 
   Deferred payment related to purchases of 
    property, plant and equipment                (12,254)   (16,389) 
                                                 -------    ------- 
Net cash (used in)/ generated from financing 
 activities                                       (9,544)    46,635 
                                                 -------    ------- 
Effect of exchange rate changes                   (1,461)    (4,598) 
Increase in cash, cash equivalents and 
 restricted cash                                  33,026     26,778 
                                                 -------    ------- 
Cash, cash equivalents and restricted cash at 
 beginning of the period                         109,601     88,189 
                                                 -------    ------- 
Cash, cash equivalents and restricted cash at 
 end of the period                              $142,627   $114,967 
                                                 -------    ------- 
 
 
 
                                                    Nine Months Ended 
                                                      September 30, 
                                                 ----------------------- 
                                                    2025         2024 
                                                 -----------  ---------- 
Reconciliation to amounts on consolidated 
balance sheets 
   Cash and cash equivalents                      $   90,748  $ 63,585 
   Restricted cash                                    51,879    51,382 
                                                     -------   ------- 
   Total cash, cash equivalents and restricted 
    cash                                          $  142,627  $114,967 
                                                     =======   ======= 
 
 
 
                       MICROVAST HOLDINGS, INC. 
        RECONCILIATION OF GROSS PROFIT TO ADJUSTED GROSS PROFIT 
               (Unaudited, in thousands of U.S. dollars) 
 
                   Three Months Ended           Nine Months Ended 
                      September 30,                September 30, 
               --------------------------  ---------------------------- 
                   2025          2024          2025           2024 
               ------------  ------------  -------------  ------------- 
Revenues       $123,287      $101,388      $ 331,117      $ 266,414 
Cost of 
 revenues       (76,875)      (67,776)      (209,966)      (188,382) 
                -------       -------       --------       -------- 
Gross profit 
 (GAAP)        $ 46,412      $ 33,612      $ 121,151      $  78,032 
                =======       =======       ========       ======== 
Gross margin       37.6%         33.2%          36.6%          29.3% 
 
Non-cash 
 settled 
 share-based 
 compensation 
 (included in 
 cost of 
 revenues)           60           771            184          3,390 
                -------       -------       --------       -------- 
Adjusted 
 gross profit 
 (non-GAAP)    $ 46,472      $ 34,383      $ 121,335      $  81,422 
                =======       =======       ========       ======== 
Adjusted 
 gross margin 
 (non-GAAP)        37.7%         33.9%          36.6%          30.6% 
 
 
 
                   MICROVAST HOLDINGS, INC. 
  RECONCILIATION OF OPERATING EXPENSES TO ADJUSTED OPERATING 
                           EXPENSES 
           (Unaudited, in thousands of U.S. dollars) 
 
                  Three Months Ended      Nine Months Ended 
                     September 30,          September 30, 
                   2025       2024       2025         2024 
                 ---------  ---------  ---------  ------------ 
General and 
 administrative 
 expenses         (19,663)   (11,841)   (34,113)    (59,146) 
Research and 
 development 
 expenses          (7,757)   (10,692)   (23,724)    (32,291) 
Selling and 
 marketing 
 expenses          (6,006)    (4,963)   (16,229)    (15,580) 
Impairment loss 
 of long-lived 
 assets               (36)       (12)    (1,400)    (88,039) 
                  -------    -------    -------    -------- 
Operating 
 expenses 
 (GAAP)          $(33,462)  $(27,508)  $(75,466)  $(195,056) 
                  =======    =======    =======    ======== 
 
Non-cash 
 settled 
 share-based 
 compensation 
 (included in 
 operating 
 expenses)            668      5,530      2,093      26,908 
                  -------    -------    -------    -------- 
Adjusted 
 operating 
 expenses 
 (non-GAAP)      $(32,794)  $(21,978)  $(73,373)  $(168,148) 
                  =======    =======    =======    ======== 
 
 
 
                 MICROVAST HOLDINGS, INC. 
    RECONCILIATION OF NET (LOSS)/ PROFIT TO ADJUSTED NET 
                       PROFIT/ (LOSS) 
    (Unaudited, in thousands of U.S. dollars, except per 
             share data, or as otherwise noted) 
 
                Three Months Ended     Nine Months Ended 
                   September 30,         September 30, 
                ------------------  ----------------------- 
                  2025      2024      2025         2024 
                --------  --------  ---------  ------------ 
Net 
 (loss)/profit 
 (GAAP)         $(1,489)  $13,247   $(45,757)  $(113,134) 
Changes in 
 fair value of 
 warrant 
 liability and 
 convertible 
 loan*           12,641    (2,766)    91,002      (1,240) 
Non-cash 
 settled 
 share-based 
 compensation*      728     6,301      2,277      30,298 
                 ------    ------    -------    -------- 
Adjusted net 
 profit/ 
 (loss) 
 (non-GAAP)     $11,880   $16,782   $ 47,522   $ (84,076) 
                 ======    ======    =======    ======== 
 

*The tax effect of the adjustments was nil.

 
                 Three Months Ended       Nine Months Ended 
                    September 30,           September 30, 
                ---------------------  ----------------------- 
                   2025       2024        2025         2024 
                            ---------               ---------- 
Net 
 (loss)/profit 
 per common 
 share-Basic 
 (GAAP)          $      --  $   0.04    $   (0.14)  $ (0.36) 
Changes in 
 fair value of 
 warrant 
 liability and 
 convertible 
 loan per 
 common share         0.04     (0.01)        0.28        -- 
Non-cash 
 settled 
 share-based 
 compensation 
 per common 
 share                  --      0.02         0.01      0.09 
                    ------   -------       ------    ------ 
Adjusted net 
 profit/ 
 (loss) per 
 common 
 share-Basic 
 (non-GAAP)      $    0.04  $   0.05    $    0.15   $ (0.27) 
                    ======   =======       ======    ====== 
 
 
 
                 MICROVAST HOLDINGS, INC. 
     RECONCILIATION OF NET LOSS TO EBITDA AND ADJUSTED 
                           EBITDA 
         (Unaudited, in thousands of U.S. dollars) 
 
                Three Months Ended     Nine Months Ended 
                   September 30,         September 30, 
                ------------------  ----------------------- 
                  2025      2024      2025         2024 
                --------  --------  ---------  ------------ 
Net 
 (loss)/profit 
 (GAAP)         $(1,489)  $13,247   $(45,757)  $(113,134) 
Interest 
 expense 
 (income), 
 net              1,019     4,104      3,084       7,565 
Income tax 
 expense            739        --        959          -- 
Depreciation 
 and 
 amortization     8,272     7,724     24,747      23,023 
                 ------    ------    -------    -------- 
EBITDA 
 (non-GAAP)     $ 8,541   $25,075   $(16,967)  $ (82,546) 
Changes in 
 fair value of 
 warrant 
 liability and 
 convertible 
 loan            12,641    (2,766)    91,002      (1,240) 
Non-cash 
 settled 
 share-based 
 compensation       728     6,301      2,277      30,298 
                 ------    ------    -------    -------- 
Adjusted 
 EBITDA 
 (non-GAAP)     $21,910   $28,610   $ 76,312   $ (53,488) 
                 ======    ======    =======    ======== 
 
 

(END) Dow Jones Newswires

November 10, 2025 17:00 ET (22:00 GMT)

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