HS#CATL RC2611D(57107.HK)

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HS#CATL RC2611D Stock Performance Chart

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HS#CATL RC2611D
57107.HK
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CATL 1Q26 First Take: CATL again demonstrated strong earnings resilience in 1Q26. Despite raw-material inflation and elevated expectations, both revenue and net profit beat. Specifically: ① Revenue: Volume and price both rose, well ahead of estimates. 1Q26 revenue reached RMB 129.1bn (+52% YoY), beating the street at RMB 114.2bn. The upside was driven by sustained shipment growth and partial cost pass-through that lifted ASPs amid upstream price hikes. ② Profitability: resilient, GPM in line. 1Q26 GPM was 24.8%, down from the Q4 peak when capacity was fully utilized. Given the seasonal softness and lithium carbonate averaging near RMB 180k/t, this margin level was resilient and broadly in line with market expectations. ③ Bottom line: beat as well. 1Q26 net profit came in at RMB 20.7bn (~+49% YoY), above market expectations. Attributable NPM only edged down QoQ to 16.1%, while ex-non-recurring attributable net profit was RMB 16.4bn (+53% YoY). The earnings beat was driven by volume and ASP uplift, tighter control of R&D and other opex, and lower impairment losses QoQ. This print eased prior concerns that rising lithium carbonate prices would erode margins.$CATL(300750.SZ) $CATL(03750.HK)

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CATL Q1 Revenue Surges 52% Year-Over-Year to Record High; Net Profit Grows 48%, Plans 30 Billion Yuan Investment in Era Resources Group | Financial Report Insights

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CATL sees Q1 profit climb 48.5% as revenue jumps over 50%

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China's CATL posts slower profit growth in first quarter

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CATL: Q1 2026 revenue was 129.13 billion yuan, a year-on-year increase of 52.45%; net profit was 20.738 billion yuan, a year-on-year increase of 48.52%

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