Core Viewpoint - Wallbox N.V. has received a notice from the NYSE indicating non-compliance with listing standards, specifically regarding market capitalization and stockholders' equity, but it does not lead to immediate delisting [1] Group 1: NYSE Notice and Compliance Plan - Wallbox received a Non-Compliance Letter from the NYSE on February 12, 2026, stating it does not meet the requirement of maintaining an average global market capitalization of at least $50 million and stockholders' equity of at least $50 million [1] - The company must notify the NYSE within 30 business days about its receipt of the letter and whether it intends to submit a compliance plan [1] - Wallbox plans to submit a compliance plan that includes actions such as executing a commercial agreement with banking partners to restructure its capital [1] Group 2: Compliance Timeline and Review - Wallbox has up to 90 days to present definitive actions to restore compliance, with a potential cure period extending up to 18 months [1] - If the compliance plan is accepted, Wallbox's shares will continue to be listed on the NYSE during the plan period, subject to ongoing review [1] - The plan period may conclude earlier than 18 months if Wallbox demonstrates compliance for two consecutive quarters [1] Group 3: Business Operations and Financial Reporting - The Non-Compliance Letter does not impact Wallbox's ongoing business operations or its financial reporting obligations with the U.S. Securities and Exchange Commission [1] - Wallbox continues to evaluate options to address the compliance issue while maintaining its operational integrity [1]

Core Insights - Wallbox (NYSE:WBX) is recognized as a promising investment in the EV sector, with analysts highlighting its growth potential [1][5]. Financial Performance - For Q4 2025, Wallbox reported revenue of €33.7 million, achieving a gross margin of 37.3%, which is a 546 basis point improvement year-over-year [1]. - The adjusted EBITDA loss for Q4 was €7.3 million, marking a 46% year-over-year improvement, attributed to a 23% reduction in labor and operating costs [1]. - For the full year, total revenue reached €145.1 million, with the delivery of 144,000 charging units, including 536 DC fast chargers [2]. Business Developments - Key milestones included the launch of the Supernova PowerRing, a 400 kW DC fast-charging system, and a preliminary agreement to renew the company's capital structure with banking partners and shareholders [2]. - The company experienced an 18% growth in Software, Services, and Other revenue, along with a 16% increase in revenue from North America [2]. Future Outlook - The CEO described 2025 as a year of disciplined transformation focused on efficiency amid a volatile EV market [3]. - For Q1 2026, Wallbox anticipates revenue between €33 million and €36 million, gross margins of 38% to 40%, and an adjusted EBITDA loss ranging from €5 million to €3 million [3]. Company Overview - Wallbox is a technology company that designs, manufactures, and distributes charging solutions for residential, business, and public applications across Europe, the Middle East, Asia, North America, and the Asia Pacific [4].

Core Viewpoint - Wallbox has announced its fourth quarter and full year 2025 financial results, indicating significant developments in its performance and future outlook [2][3]. Financial Performance - The company presented unaudited financial statements in IFRS format, reflecting management's best assessment of actual results [5]. - Non-IFRS financial measures were utilized during the call, with reconciliations available in the presentation on the investor website [5]. Leadership Involvement - The earnings call featured key executives, including the CEO Enric Asuncion and CFO Isabel Lopez Trujillo, highlighting the leadership's engagement in discussing the company's performance [3].

Financial Data and Key Metrics Changes - Revenue for 2025 totaled EUR 145.1 million, reflecting an 11% decrease compared to the previous year, with approximately 144,000 units delivered, including 536 DC units [6][7] - Adjusted EBITDA improved by 51%, landing at a loss of EUR 29.5 million, which is more than double the improvement seen in 2024, indicating effective cost optimization efforts [7] - Gross margin improved to 38.3%, reflecting a 410 basis point increase compared to the previous year [7] Business Line Data and Key Metrics Changes - AC sales improved by 3% compared to the previous quarter but decreased by 15% year-over-year, while DC sales declined by 41% quarter-over-quarter but increased by 29% year-over-year [12][21] - The software services and others category grew by 18% compared to 2024, indicating a strong performance in this segment [5] Market Data and Key Metrics Changes - The North American market showed a 16% year-over-year growth despite a flat EV market, while the European EV market grew by 40% compared to the same period last year [5][26] - The U.S. EV market experienced a 40% year-over-year decline due to the removal of incentives and tax credits, impacting overall sales [16][17] Company Strategy and Development Direction - The company focused on operational excellence and efficient innovation, introducing new products like the Supernova PowerRing and Quasar 2, while optimizing capital and improving financial stability [4][5] - A new sales strategy was implemented to recover lost customers and acquire new ones, emphasizing a shift from a product-oriented to a customer-oriented approach [30][31] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in 2025 due to market volatility but expressed confidence in the company's improved operational efficiency and gross margin, positioning it for future growth [46] - The company expects to finalize its refinancing soon, which is anticipated to serve as a catalyst for growth and strengthen its commercial standing [9][39] Other Important Information - The company secured EUR 25 billion in new investments and reached a commercial agreement with banking partners for a new capital structure [5] - Inventory was reduced by 32% compared to the previous year, reflecting effective working capital management [44] Q&A Session Summary Question: What are the expectations for revenue in Q1 2036? - The company expects revenue to be in the range of EUR 33 million to EUR 36 million, with a gross margin between 38% and 40% and a negative Adjusted EBITDA between EUR -5 million and EUR -3 million [47]

Financial Data and Key Metrics Changes - Revenue for 2025 totaled EUR 145.1 million, reflecting an 11% decrease compared to the previous year, with approximately 144,000 units delivered [6][7] - Adjusted EBITDA improved by 51%, landing at a loss of EUR 29.5 million, which is more than double the improvement seen in 2024 [7] - Gross margin improved to 38.3%, reflecting a 410 basis point increase compared to last year [7] Business Line Data and Key Metrics Changes - AC sales improved by 3% compared to the previous quarter but were down 15% year-over-year [12] - DC sales declined significantly, down 41% quarter-over-quarter but up 29% compared to the same period last year [20][21] - Software services and other categories grew by 18% compared to 2024, generating EUR 7.2 million in Q4 [5][23] Market Data and Key Metrics Changes - North American market revenue decreased by 19% year-over-year, primarily due to a 40% decline in the US EV market [16][17] - The European EV market grew by 40% year-over-year, with significant contributions from Germany, Spain, Italy, and Portugal [26] - APAC and LATAM regions contributed minimally, with revenues of EUR 87,000 and EUR 538,000 respectively [18] Company Strategy and Development Direction - The company is focused on operational excellence and efficient innovation, with a commitment to improving its leadership team and optimizing capital [4][5] - A new sales strategy has been implemented to recover lost customers and acquire new ones, emphasizing customer service and product quality [30][31] - The company aims to leverage its product portfolio and market position to capture growth opportunities in the EV charging sector [46][47] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by the volatile EV market but expressed confidence in the company's improved operational efficiency and gross margin [46] - The completion of the refinancing process is expected to serve as a catalyst for growth, allowing the company to shift focus from stabilization to acceleration [41][46] - The company anticipates revenue for Q1 2026 to be in the range of EUR 33 million to EUR 36 million, with a gross margin between 38% and 40% [47] Other Important Information - The company secured $25 billion in new investments and reached a commercial agreement for a new capital structure [5] - Inventory was reduced by 32% compared to the same period last year, reflecting improved working capital management [44] - The company is implementing a new structure to enhance service capabilities and support for B2B customers and installers [31][32] Q&A Session Summary Question: What are the expectations for revenue growth in the upcoming quarters? - Management expects to reestablish growth through improved sales strategies and the completion of refinancing, which will enhance financial stability [46][47] Question: How is the company addressing the decline in DC sales? - The company is focusing on finalizing its refinancing and improving sales support to better serve customers interested in DC fast-charging solutions [9][22] Question: What are the key markets for future growth? - The company sees significant growth potential in the European market, particularly with new sales strategies and partnerships, while also looking to capitalize on opportunities in North America [16][27]

Financial Data and Key Metrics Changes - Revenue for 2025 totaled EUR 145.1 million, reflecting an 11% decrease compared to the previous year, with approximately 144,000 units delivered [6][10] - Adjusted EBITDA improved by 51%, landing at a loss of EUR 29.5 million, which is more than double the improvement seen in 2024 [6][14] - Gross margin improved to 38.3%, reflecting a 410 basis point increase compared to last year [6][10] Business Line Data and Key Metrics Changes - AC sales improved by 3% compared to the previous quarter but were down 15% year-over-year [11] - DC sales declined significantly, down 41% quarter-over-quarter but up 29% compared to the same period last year [20][36] - The software services and others category grew by 18% compared to 2024, generating EUR 7.2 million in Q4 [5][23] Market Data and Key Metrics Changes - North American market revenue decreased by 19% year-over-year, primarily due to a 40% decline in the US EV market [16][17] - The European EV market grew by 40% year-over-year, with significant contributions from Germany, Spain, Italy, and Portugal [26] - The overall addressable market saw 2.1 million EVs sold in Q4, an 18% increase year-over-year, but flat compared to the previous quarter [24] Company Strategy and Development Direction - The company is focused on operational excellence and efficient innovation, with a commitment to improving its leadership team and optimizing capital [4][5] - A new sales strategy has been implemented to recover lost customers and acquire new ones, emphasizing service quality and product reliability [28][30] - The company aims to finalize its capital restructuring to strengthen its financial position and support growth [40][41] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by a volatile EV market but expressed confidence in the company's improved operational efficiency and gross margin [46] - The company expects to capitalize on the growing demand for premium charging solutions as the EV transition continues [9][27] - Future guidance for Q1 2026 includes revenue expectations between EUR 33 million and EUR 36 million, with a gross margin between 38% and 40% [47] Other Important Information - The company secured $25 billion in new investments and reached a commercial agreement for a new capital structure [5] - Inventory was reduced by 32% compared to the same period last year, reflecting improved working capital management [44] - The company is implementing a new service structure to enhance support for B2B customers and installers [31][32] Q&A Session Summary Question: What are the expectations for the EV market in North America? - Management noted a significant decline in the US EV market due to the removal of incentives and tax credits, but they expect growth opportunities with new products like Quasar 2 [17][25] Question: How is the company addressing the challenges in sales? - The company is focusing on rebuilding trust with lost customers and enhancing its sales and service organization to improve customer support [28][30] Question: What is the status of the refinancing process? - Management confirmed that they are close to finalizing the refinancing, which will provide a sustainable financial framework for future growth [40][41]

Q4&FY 2025 EARNINGS REPORT 2025 EARNINGS REPORT Enric Asunción Co-Founder & Chief Executive Officer Isabel López Trujillo Chief Financial Officer Michael Wilhelm Investor Relations Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended, and S ...

Core Insights - Wallbox N.V. reported a revenue of €33.7 million for the fourth quarter of 2025, indicating a strong performance in the electric vehicle charging and energy management sector [1] - The company achieved a gross margin of 37.3%, reflecting a significant year-over-year improvement of 546 basis points [1] - Adjusted EBITDA for the quarter was reported at €(7.3) million, indicating ongoing investment in growth despite the negative EBITDA figure [1] Financial Performance - Revenue for Q4 2025: €33.7 million [1] - Gross Margin: 37.3%, up 546 basis points year-over-year [1] - Adjusted EBITDA: €(7.3) million [1]

Core Viewpoint - Wallbox, a leading provider of electric vehicle charging and energy management solutions, is set to release its financial results for Q4 and the full year of 2025 on March 4, 2026, before market opens [1] Group 1: Financial Results Announcement - The financial results will be discussed in a webcast hosted by Wallbox at 8:00 AM ET (2:00 PM CET) [1] - The webcast will feature prepared remarks from Enric Asunción, CEO, and Isabel López Trujillo, CFO, followed by a Q&A session [1] Group 2: Company Overview - Wallbox is a global technology company focused on transforming energy usage through advanced electric vehicle charging and energy management systems [3] - The company offers a comprehensive portfolio of solutions for residential, semi-public, and public use across more than 100 countries [3] - Founded in 2015 in Barcelona, Wallbox has expanded its presence with offices in Europe, Asia, and America [3]

Core Insights - Wallbox has announced a partnership with Eneco eMobility to enhance commercial EV infrastructure in the Benelux region, focusing on scalable charging solutions for high-utilization environments [1][2][3] Group 1: Partnership Details - Wallbox will provide its eM4 Twin commercial AC charger as the primary hardware for initial deployments in the Netherlands through Eneco eMobility's installation network [2] - The collaboration aims to prioritize charging installations in offices, retail locations, public parking areas, and other shared-access sites where efficient load management and quick installation are critical [2][3] Group 2: Product Features - The eM4 Twin charger is designed for high-density commercial use, featuring integrated static load balancing and a modular architecture that simplifies installations [3] - Its design allows for rapid commissioning of charging capacity while ensuring reliable power allocation as EV adoption increases [3] Group 3: Market Context - The Benelux region is recognized as one of Europe's leading markets for electrified transport, with a growing demand for scalable charging networks among commercial property owners and businesses [3] - The partnership is positioned to support the transition from early electrification to a more robust infrastructure, addressing the complexities of energy deployment [4]