Ecarx Holdings Inc. · NASDAQ:ECX
Ecarx — Q2 2026 Earnings Presentation
21 slides from Ecarx's earnings presentation, Aug 11, 2026
Slide 1: Second Quarter 2026 Financial Results
Second Quarter 2026 Financial Results August 11, 2026
Slide 2: Disclaimers
Disclaimers THIS DOCUMENT AND ITS CONTENTS ARE NOT FOR RELEASE, REPRODUCTION, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, TO ANY OTHER PERSON OR IN OR INTO OR FROM ANY JURISDICTION WHERE SUCH RELEASE, REPRODUCTION, PUBLICATION OR DISTRIBUTION IS UNLAWFUL. PERSONS INTO W
Slide 3: Q2 26: Strong rebound with momentum accelerating into 2H 2026
Q2 26: Strong rebound with momentum accelerating into 2H 2026 Revenue Adj. EBITDA Vehicle Launches US$225 mn US$0.5 mn 9 new models Up 45% YoY Fourth consecutive EBITDA-profitable quarters Total Shipments +51% QoQ Operating Expenses Shipments of High-End Antora® Gross Profit Series US$50.7 mn US$44.
Slide 4: Accelerating momentum across 2026 strategic priorities
Accelerating momentum across 2026 strategic priorities R&D roadmap: Entered agreement to acquire Flyme software business R&D roadmap: LiDAR partnership with TPK, manufacturing kicking off in 2028 Global expansion: Volkswagen Group partnership advances, launch on track for 2027 All copyright shall be
Slide 5: Q2 2026 Strategic and Operational Highlights
Q2 2026 Strategic and Operational Highlights 5
Slide 6: All copyright shall belong to ECARX. No person shall copy or distribute any or
All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com 6
Slide 7: 4 new models in ex-China markets
4 new models in ex-China markets ~ All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com 7
Slide 8: Definitive agreement to acquire Flyme software business
Definitive agreement to acquire Flyme software business Strengthening competitive advantage with end-to-end software architecture Flyme Auto OS already deployed by ECARX in over 2 million vehicles ECARX’s central computing platforms, sensor suite, and full-stack autonomous driving systems Flyme Auto
Slide 9: Co-developing the ORCA LiDAR with TPK
Co-developing the ORCA LiDAR with TPK New LiDAR platform for global markets, deepening hardware and software integration Reliable solutions for global OEMs and robotaxi partners ECARX TPK Mass production is expected to Contribute optical design and begin in 2028 System integration and sensor fusion
Slide 10: Q2 2026 Financial Highlights
Q2 2026 Financial Highlights 10
Slide 11: Q2 2026 Financial Results
Q2 2026 Financial Results Achieved four consecutive quarters of positive-adjusted EBITDA Statement of Operations (US $M) Q2 2026 Q2 2025 Revenue $225.2 $155.6 Sale of Goods Revenue $196.4 $131.2 Software Revenue $0.7 $1.2 Services Revenue $28.1 $23.2 Cost of Revenue $180.7 $138.8 Research & Developm
Slide 12: Guidance
Guidance Q2 Strengthened confidence going into 2H 2026 with shipment and vehicle launch 2026 momentum expected to continue in Q3 and Q4 FY2026 US$1 - $1.1 bn Revenue + 20% - 30% YoY All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECA
Slide 13: Appendix
ecar >< Appendix
Slide 14: Unaudited Condensed consolidated balance sheets
Unaudited Condensed consolidated balance sheets As of As of December 31 June 30 (Unaudited) (Unaudited) As of As of 2025 2026 December 31 June 30 (Unaudited) (Unaudited) US$ US$ Millions, except otherwise noted 2025 2026 LIABILITIES Current liabilities US$ US$ Short-term borrowings 310.7 444.8 ASSET
Slide 15: Unaudited Condensed consolidated balance sheets
Unaudited Condensed consolidated balance sheets As of As of December 31 June 30 (Unaudited) (Unaudited) Millions, except otherwise noted 2025 2026 US$ US$ SHAREHOLDERS' DEFICIT Ordinary Shares - - Additional paid-in capital 958.1 1,019.5 Treasury shares, at cost (30.0) (39.9) Accumulated deficit (1,
Slide 16: Unaudited Consolidated statements of operations and comprehensive loss
Unaudited Consolidated statements of operations and comprehensive loss Six Months Ended June 30 Three Months Ended June 30 (Unaudited) (Unaudited) Six Months Ended Three Months Ended 2025 2026 2025 2026 June 30 June 30 US$ US$ US$ US$ (Unaudited) (Unaudited) Others, net 3.6 (1.5) 1.4 1.1 Millions, e
Slide 17: Unaudited Reconciliation of GAAP and Non-GAAP Results
Unaudited Reconciliation of GAAP and Non-GAAP Results We use adjusted EBITDA in evaluating our operating results and for financial and operational decision-making purposes. Adjusted EBITDA is defined as net loss excluding interest income, interest expense, income tax expenses, depreciation of proper
Slide 18: Products & Operations
ecar >< Products & Operations
Slide 19: ECARX main full-stack computing roadmap
ECARX main full-stack computing roadmap All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com 19
Slide 20: Strong position from diversified and growing customer base
Strong position from diversified and growing customer base Chinese Brands Global Brands All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations. | www.ecarxgroup.com
Slide 21: Thank you.
Thank you. ECARX Holdings, Inc. www.ecarxgroup.com [email protected] All copyright shall belong to ECARX. No person shall copy or distribute any or all part of the content in any way. ECARX shall reserve the right to take legal action against such violations.