other material
confidence high
sentiment positive
materiality 0.85
EM&T guides FY2027 revenue to $400-460M, up from $5-8M in FY2026
Evolution Metals & Technologies Corp.
- FY2026 revenue guidance $5-8M; FY2027 $400-460M, reflecting Pohang expansion ramp.
- Pohang capacity to rise from ~1,000 to ~10,000 MT/yr with 13 ULVAC machines on order.
- DFARS mine-to-magnet restriction effective Jan 1, 2027 cited as key demand driver.
- Non-China NdPr feedstock secured via Senri Trading; first shipment already delivered.
- Tier-1 OEM quality certifications achieved across six sintered NdFeB magnet grades.