The earnings call presented a mix of positive and negative elements. Highlights included the completion of a major graphene contract, improved EBITDA margins, and government support for battery innovation. However, these were offset by significant revenue declines and challenges due to economic and trade policies. The sentiment is balanced, reflecting both optimism for future growth and concerns about current market conditions.

Company Guidance

During the NanoXplore earnings call for Q4 and fiscal year 2025, the company provided guidance indicating a challenging start to fiscal 2026 due to reduced demand from their two largest customers, which led to a 17% decline in Q4 revenues to $31.7 million. However, adjusted gross margins improved by 110 basis points year-over-year to 24.7%, and adjusted EBITDA remained steady at $2.5 million. The company anticipates growth in the second half of fiscal 2026, driven by the ramp-up of new programs, higher-margin graphene powder sales, and the start of production at the Statesville facility in early October. Total liquidity at the end of the quarter was $28.6 million, with $18.6 million in cash and cash equivalents. The upcoming fiscal year is expected to see both growth and profitability weighted towards the second half, with anticipated gains from the launch of a major graphene contract and advancements in their dry process graphene project.

Completion of Major Graphene Contract

NanoXplore has finalized a significant contract with a major U.S. oil and gas company for its Tribograph powder, a high-performance carbon powder used in drilling fluids. This marks a major achievement for the company in the graphene sector.

Improved Adjusted EBITDA Margins

Despite a decline in revenue, adjusted EBITDA margins improved, reflecting a broader adoption of high-margin products and cost management. Adjusted gross margins increased to 24.7%, up by 110 basis points year-over-year.

Completion of Statesville Expansion

The installation and commissioning of equipment at the North Carolina facility have been completed, with preproduction parts already shipped to a new customer. Full production is expected to start in October.

Government Support for Battery Industry Acceleration

NanoXplore was selected to receive up to $2.75 million over the next three years from Natural Resources Canada for research and development on silicon graphene in ultra-high-powered cylindrical cells.

NanoXplore Inc (TSE:GRA) 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

Daily Earnings Calendar >

TSE:GRA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2026 (Q1)	-0.03 / -	-0.02	―	―	―
Sep 16, 2025	2025 (Q4)	>-0.01 / -0.01	-0.01	0.00% (0.00)	―	―
May 13, 2025	2025 (Q3)	-0.01 / -0.01	-0.02	50.00% (+0.01)	―	―
Feb 11, 2025	2025 (Q2)	-0.01 / -0.02	-0.01	-100.00% (-0.01)	―	―
Nov 06, 2024	2025 (Q1)	-0.02 / -0.02	-0.02	0.00% (0.00)	―	―
Sep 18, 2024	2024 (Q4)	-0.01 / -0.01	-0.02	50.00% (+0.01)	―	―
May 14, 2024	2024 (Q3)	-0.01 / -0.02	-0.01	-100.00% (-0.01)	―	―
Feb 13, 2024	2024 (Q2)	-0.01 / -0.01	-0.01	0.00% (0.00)	―	―
Nov 07, 2023	2024 (Q1)	-0.01 / -0.02	-0.04	50.00% (+0.02)	―	―
Sep 11, 2023	2023 (Q4)	-0.01 / -0.02	-0.02	0.00% (0.00)	―	―

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

TSE:GRA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 16, 2025	C$3.10	C$2.80	-9.68%
May 13, 2025	C$2.42	C$2.41	-0.41%
Feb 11, 2025	C$2.47	C$2.38	-3.64%
Nov 06, 2024	C$2.36	C$2.35	-0.42%

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 Nanoxplore (TSE:GRA) report earnings?

Nanoxplore (TSE:GRA) is schdueled to report earning on Nov 05, 2025, TBA (Confirmed).

What is Nanoxplore (TSE:GRA) earnings time?

Nanoxplore (TSE:GRA) earnings time is at Nov 05, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TSE:GRA EPS forecast?

TSE:GRA EPS forecast for the fiscal quarter 2026 (Q1) is -0.03.

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