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Ilika PLC (GB:IKA)
LSE:IKA
UK Market

Ilika plc (IKA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 09, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
Last Year’s EPS
-0.02
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Jan 22, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed meaningful technical and commercial progress — qualified Stereax manufacturing at Cirtec, first customer deliveries and purchase orders, Goliath prototype shipments and successful scale-up work at UKBIC — providing clear signs of near-term commercialization momentum. Offsetting this are timing-driven financial headwinds: lower H1 turnover, a larger EBITDA loss driven by prototype costs, and a cash decline at the half-year (partially mitigated by subsequent R&D tax credit). Customer validation and large-scale licensing for Goliath remain in progress and may take extended time to convert to material licensing revenue. On balance the operational milestones and tangible early commercial signals outweigh the financial timing issues and uncertainties.
Company Guidance
The management reiterated a clear commercial roadmap for 2026: Stereax is moving to commercialization with M300 cells (300 µAh) now in customers’ hands, cathode purchase orders starting (initial cathode-batch revenue described as “low tens of thousands” per delivery) and integration with Cirtec expected to drive NRE, profit‑share royalties and product royalties as volumes ramp; M1000 remains under evaluation. For Goliath, 2 Ah prototypes were validated in 2025 and automated pilot lines have produced 10 Ah prototypes (5× the energy of the 2 Ah), which were shipped late‑2025 for customer evaluation and have opened licensing discussions (management noted these talks could continue over the next ~30 months). Key commercial and technical metrics cited include a modeled battery‑pack cost saving of c. GBP 2,500 (~USD 3,000), up to 20% weight reduction, a 10–80% charge time reduction from ~18 to ~12 minutes (≈6 minutes saved), improved yields and higher capacity from UKBIC scale‑up work, 27 NDAs/evaluation agreements in place, a 78‑patent portfolio, H1 turnover of GBP 0.6m, H1 cash of GBP 6.9m (vs GBP 10.1m prior), and continued grant support (grants typically cover ~50% of project costs and R&D tax credits to follow) as the company targets early Stereax sales before the end of calendar 2026 and staged licensing/MVP milestones for Goliath.
Commercial progress for Stereax with Cirtec partnership
Qualified manufacturing process at Cirtec Medical, commenced production for product testing, delivered M300 batteries to customers before year-end (including Lura Health), and received first purchase order for cathode/electrode deliveries — early indicator of commercial volume ramp.
Goliath prototyping and pilot-line scale-up
Validated 2 Ah prototypes earlier and shipped 10 Ah Goliath prototypes to customers; commissioned an automated pilot line capable of 10 Ah cells and initiated prototype deliveries to OEMs/Tier 1s for evaluation.
Demonstrated compatibility with gigafactory equipment (UKBIC)
Scale-up work at UKBIC showed higher manufacturing yield than pilot line, improved cell capacity and faster charging protocols; confirms process is deployable on standardized gigafactory equipment, reducing deployment risk.
Material modeled pack-level benefits
Independent modeling with Balance Batteries indicated potential battery pack cost reduction of GBP 2,500 (~USD 3,000), up to 20% weight saving, up to ~33% faster 10%-80% charge time (18 to 12 minutes), and associated range uplift for equivalent energy.
Diversified go-to-market model and IP strength
Asset-light licensing model with revenue streams from cathode deposition, NRE, profit-share/royalties and licensing fees; portfolio of 78 granted patents supports licensing strategy and commercialization.
Revenue and grant funding runway
Turnover of GBP 0.6m during the half driven by grant-funded activity and cathode deposit work; ongoing grant funding (including PRIMED) and an R&D tax credit received after H1 bolster cash runway and de-risk R&D spend.
Customer engagement and pipeline
27 NDAs/evaluation agreements in place across Goliath and Stereax, demonstrating broad interest from OEMs, Tier 1s and other sectors (automotive, defense, consumer electronics).

Ilika plc (GB:IKA) 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:IKA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 09, 2026
2026 (Q4)
- / -
-0.022
Jan 22, 2026
2026 (Q2)
- / -0.02
-0.01-100.00% (-0.01)
Jul 17, 2025
2025 (Q4)
- / -0.02
-0.014-57.14% (>-0.01)
Jan 21, 2025
2025 (Q2)
- / -0.01
-0.0250.00% (+0.01)
Jul 11, 2024
2024 (Q4)
- / -0.01
-0.0230.00% (<+0.01)
Jan 23, 2024
2024 (Q2)
- / -0.02
-0.0333.33% (<+0.01)
Jul 13, 2023
2023 (Q4)
- / -0.02
-0.02416.67% (<+0.01)
Jan 19, 2023
2023 (Q2)
- / -0.03
-0.02-50.00% (>-0.01)
Jul 13, 2022
2022 (Q4)
- / -0.02
-0.014-71.43% (-0.01)
Jan 20, 2022
2022 (Q2)
- / -0.02
-0.01-100.00% (-0.01)
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:IKA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 22, 2026
38.00p37.00p-2.63%
Jul 17, 2025
44.50p47.90p+7.64%
Jan 21, 2025
20.50p21.00p+2.44%
Jul 11, 2024
26.00p27.50p+5.77%
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 Ilika PLC (GB:IKA) report earnings?
Ilika PLC (GB:IKA) is schdueled to report earning on Jul 09, 2026, TBA (Confirmed).
    What is Ilika PLC (GB:IKA) earnings time?
    Ilika PLC (GB:IKA) earnings time is at Jul 09, 2026, TBA (Confirmed).
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          What is the P/E ratio of Ilika PLC stock?
          The P/E ratio of Ilika plc is N/A.
            What is GB:IKA EPS forecast?
            Currently, no data Available