Lotus Technology releases transcript of first-half 2026 earnings call

LOT•2026-09-01

Lotus Technology’s first-half 2026 earnings call drew the CEO, the CFO, the head of investor relations, Deutsche Bank, Barclays, Zacks.
First-half deliveries rose 39% to 3,904 units; revenue gained 23% to USD 268 million; gross margin widened to 10% from 8%.
Operating loss narrowed 63% to USD 97 million on a one-off license-fee refund; excluding it, operating loss narrowed 26% to USD 195 million.
China deliveries climbed 60% to 58% of total; Europe deliveries fell 17%; adjusted EBITDA loss narrowed 57% to USD 104 million.
CEO flagged Focus 2030 targets including 30,000 annual sales, gross margin above 20% by 2030; Type 135 V8 hybrid hypercar due in 2028.

Sources

Docs