Lion E-mobility: First BESS containers on the ground in Germany - NuWays AG Research
Yesterday, LION announced its first delivery of BESS containers to Finsterwalde (Eastern Germany).
ANNONS
Timeline on first construction phase specified. First containers were already delivered to the location of project developer Renoc GmbH. A LION Smart team is at the site and has started the next step of grid connection works. Now pending grid approval, commissioning is planned for July on 5 MW installed capacity and storage capacity of 20 MWh (eNuW: total project value € 750k, prepayments received Q4 2025).
Looking ahead, we continue to expect LION to deliver on its FY26 guidance of more than € 35m sales (eNuW: € 36m) and a strongly positive EBITDA (€ 5.7m), mainly driven by the ramp-up of the new NMC+ production, which is supported by several key customers already having placed orders but also a stronger H2 for Storage.
We confirm our BUY rating with an unchanged € 3.2 PT, based on DCF.
