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Gelion PLC (GB:GELN)
LSE:GELN
UK Market

Gelion PLC (GELN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 11, 2026
Before Open (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
Last Year’s EPS
-0.01
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Mar 02, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a predominately positive operational and technical momentum: Gelion delivered several tangible technology and partnership milestones (TDK/QinetiQ pouch prototyping, scaling CAM to 4Q, ARENA funding extension), improved financial metrics (total income +25%, adjusted EBITDA loss reduced ≈17%), and strengthened advisory and partner networks. Key risks remain around partner disruptions (Ionblox), unproven full-cell calendar life and some technical integration tasks (solid-state separator densification), manufacturing yield improvements, and timing for commercial revenue from the Integration and Recycling businesses. Overall the achievements and progress on core technical and commercialization milestones substantially outweigh the outstanding challenges and schedule/partner risks.
Company Guidance
Management guided 2026 as a “make and market” year focused on scaling and commercialising Nano‑Encapsulated Sulfur (NES) cathode material, citing market context and key metrics: cathode materials market ~ $44bn today (projected to $132–150bn by 2032); total income up from GBP 0.4m to GBP 0.5m; adjusted EBITDA loss improved from GBP 2.9m to GBP 2.4m; ARENA project funding extended from GBP 4.8m to GBP 5.3m; equipment CapEx of GBP 0.9m planned for scaling (GBP 0.5m from Gelion, GBP 0.4m via grants); CAM scale-up achieved from 1.5Q to 4Q (4Q = commercial density); NES CAM delivered to TDK and Gen‑3 sent to QinetiQ with TDK pouch cells meeting expectations; integration revenue not expected in 2026 (pipeline maturity targeted in 2027); recycling validated at benchtop and moving to pilot scale; target demo of a lithium‑sulfur battery by Cenex Expo (Sept 2026); and continued expansion in the UK, Australia, US and Japan while maximising non‑dilutive government funding.
Revenue and Grant Income Growth
Total income increased from GBP 0.4m to GBP 0.5m (≈+25%), driven by higher grant income (ARENA and APC/ARMD4 programs).
Reduced Adjusted EBITDA Loss
Adjusted EBITDA loss improved from GBP 2.9m to GBP 2.4m (reduction of GBP 0.5m, ≈17.2%), reflecting cost control and increased non-dilutive grant capture.
Successful Pouch Cell Prototyping with Partners
TDK successfully manufactured initial Nano-Encapsulated Sulfur (NES) pouch cells with results in line with expectations; Gen 3 power cells manufactured by QinetiQ and material transfer established between Australia and U.K. teams to support prototyping.
Material Scale-Up and Production Capacity
Scaled cathode active material (CAM) aerial capacity from 1.5Q to 4Q (from prototype density to the 4Q commercial-high-energy-density target — a ~167% increase in scale), achieving the target aerial capacity milestone.
Increased Project Funding and Capital Allocation
ARENA project funding extended from GBP 4.8m to GBP 5.3m (increase of GBP 0.5m, ≈+10.4%); planned equipment CapEx of GBP 0.9m to scale production (GBP 0.5m funded by Gelion, GBP 0.4m by grants; Gelion covers ≈55.6% of this CapEx).
Strengthened IP, Advisory and Strategic Partnerships
Continued patent filings around NES; added high-profile advisers including Professor Rachid Yazami; strategic collaborations in place with TDK, QinetiQ, Max Planck Institute, Oxford, University of Sydney, and government partners (ARENA, APC, Faraday Institution).
Progressing Diversified Business Units
Integration division built a substantial project pipeline (though long sales cycles); Recycling group validated technology at benchtop scale, progressing to scale-up and demonstrating a techno-commercial proposition that extracts lithium and fluorine to produce a safe-to-ship alloy.
Balance Sheet and Capital Discipline
Strengthened balance sheet following November 2025 fundraising that brought institutional investors; ongoing focus on maximizing nondilutive government funding and disciplined targeted investment (notably U.S. expansion and commercialization pathways).

Gelion PLC (GB:GELN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GB:GELN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 11, 2026
2026 (Q4)
- / -
-0.013
Mar 02, 2026
2026 (Q2)
- / -0.02
-0.02634.62% (<+0.01)
Nov 27, 2025
2025 (Q4)
- / -0.01
-0.02850.00% (+0.01)
Mar 19, 2025
2025 (Q2)
- / -0.03
-0.03627.78% (<+0.01)
Dec 27, 2024
2024 (Q4)
- / -0.03
-0.024-16.67% (>-0.01)
Mar 27, 2024
2024 (Q2)
- / -0.04
-0.04418.18% (<+0.01)
Dec 12, 2023
2023 (Q4)
- / -0.02
-0.02-20.00% (>-0.01)
Mar 16, 2023
2023 (Q2)
- / -0.04
-0.07541.33% (+0.03)
Nov 09, 2022
2022 (Q4)
- / -0.02
Mar 16, 2022
2022 (Q2)
- / -0.07
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GB:GELN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 02, 2026
18.00 p19.50 p+8.33%
Nov 27, 2025
19.25 p21.00 p+9.09%
Mar 19, 2025
11.50 p9.85 p-14.35%
Dec 27, 2024
17.50 p17.00 p-2.86%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Gelion PLC (GB:GELN) report earnings?
Gelion PLC (GB:GELN) is schdueled to report earning on Nov 11, 2026, Before Open (Confirmed).
    What is Gelion PLC (GB:GELN) earnings time?
    Gelion PLC (GB:GELN) earnings time is at Nov 11, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
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        What companies are reporting earnings today?
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          What is the P/E ratio of Gelion PLC stock?
          The P/E ratio of Gelion PLC is N/A.
            What is GB:GELN EPS forecast?
            Currently, no data Available