Electrovaya: Profits Are Here And A 2X Is More Realistic
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Luca Socci5.86K FollowersFollow5ShareSavePlay(10min)CommentsSummaryElectrovaya enters a new era of profitability, posting strong Q4 and full-year results with robust margin expansion and earnings growth.ELVA's Infinity Battery Technology Platform delivers industry-leading longevity and safety, targeting electric forklifts, robotics, and airport ground equipment—diversifying beyond volatile EV markets.Customer concentration remains high, with two Fortune 500 clients accounting for 83% of revenue, but rising order flow signals deepening relationships and product validation.Management expects continued profitability and margin strength into 2026, driven by scaling production, cost control, and expansion into defense and new industrial verticals. Richard Drury/DigitalVision via Getty Images The Era of Profits Begins Profits are here for Electrovaya (ELVA) (ELVA:CA) and, as we said a few months ago, they never lie, suggesting that a new upside trajectory mayThis article was written byLuca Socci5.86K FollowersFollowI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone. I manage one of my portfolios publicly on eToro, where I qualified as a Popular Investor, allowing others to copy my real-time investment decisions. My background spans Economics, Classical Philology, Philosophy and Theology. This interdisciplinary foundation sharpens both my quantitative analysis and my ability to interpret market narratives through a broader, long-term lens. I started investing when I became a father. By managing wisely what I received and earn, I aim to ensure for me and my children that we don't have so much that we don't have to do anything, but that we have enough assets to be free to do what we want. The goal is not to free myself from work, but to make sure I can work in the place and in a way where I can fully express myself.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ELVA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You