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Gauzy Ltd.(GAUZ) - 2025 Q1 - Earnings Call Presentation
2025-05-13 11:12
Financial Performance & Growth - Gauzy's Q1 2025 revenues reached $22.4 million, demonstrating strong momentum into Q2[11] - The company expanded its gross margin by 50 bps to 25.6%, driven by scale benefits and operational efficiencies[11] - Gauzy reaffirms its full year 2025 revenue guidance of approximately $135 million at the midpoint, expecting revenue growth of 26-35% year-over-year[11, 22, 46] - Aeronautics segment sales decreased 24.6% to $7.6 million in Q1 2025 due to timing shifts in deliveries[33, 35] - Automotive segment sales increased 14.2% to $1.5 million in Q1 2025, driven by additional serial production programs[39, 40] - Safety-Tech segment sales increased 1.5% to $10.8 million in Q1 2025, reflecting strong demand for ADAS and CMS product lines[41, 42] Backlog & Pipeline - The company has a contracted backlog of $409 million expected to be realized over 10 years[19] - Purchase orders in Q1 2025 totaled $36 million, expected to contribute revenue from the backlog over the next six months[20] - The company has a revenue pipeline of over $1 billion expected to be realized over 10 years[19] Financial Stability - Gauzy signed the first $10 million of a planned $20 million debt financing at improved interest rates and terms[11] - The company's last twelve months(LTM) Q1 2025 revenue reached $101.2 million[14]