EM&T reaffirms $400M-$460M FY2027 guidance; says 8 NdFeB grades cover ~75% of global magnet revenue

Evolution Metals & Technologies Corp.

Seven of eight sintered NdFeB grades customer-certified, led by N42SH (~23% of global sintered NdFeB revenue), now in commercial production in Pohang, South Korea.
Reaffirmed FY2027 revenue guidance of $400M-$460M and FY2026 guidance of $10M-$11M; SmCo magnet equipment purchases targeted to begin by mid-2027.
First 13 of 57 ULVAC equipment containers have landed in Pohang; expansion expected to lift annual capacity to more than 10,000 metric tons, including ~6,000 mt of high-performance sintered magnets.
Will respond to a U.S. Army Contracting Command sources sought notice for rare earth magnets issued Sept 28, 2026, with responses due Oct 28, 2026.
DFARS 252.225-7052 extends its mine-to-magnet restriction to SmCo magnets Jan 1, 2027; samarium has been under China export licensing controls since April 2025.

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