Says the user whose texts, image, and username are all AI-generated? 
If you canât be bothered to read 146 words (which takes a minute), you can just skip it. Thatâs why it was in its own box. 
Merry Christmas!
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Vote: Kempowerâs Revenue 2026
The year is drawing to a close, so itâs time to turn our eyes toward the future. Letâs set up a poll on the range in which Kempowerâs 2026 revenue will fall.
My expectations are high. I believe 2026 will be the real breakthrough year for satellite charging systems. Growth is driven particularly by ports and the electrification of heavy-duty transport. Furthermore, there is a desperate need for charging infrastructure as a wave of new, more affordable electric cars hits the market (e.g., Renault Twingo E-Tech, Ć koda Epiq, Nissan Micra, and the VW ID.2 series). On top of that, as the cherry on top, there is the CMD (Capital Markets Day) where Next Gen charging technology will likely be revealed, which one could imagine reaching sales as early as Q4.
My own forecast is that Kempower will return to an explosive growth path in 2026. (Over 45% / over âŹ365M)
Background info on the figures:
2025: Consensus estimate is âŹ256.1M (Companyâs own guidance: âŹ246â257M).
2026: Analystsâ consensus estimate is strong: âŹ365.2M.
What do you think?
- Contracts (-5% ⊠0%) âŹ239ââŹ252M
- Grows 1% â 15% âŹ254M â âŹ289M
- Grows 16% â 30% âŹ292M â âŹ327M
- Grows 31% â 45% âŹ330M â âŹ365M
- Grows over 45% Over âŹ365M
0
ÀÀnestÀjÀÀ
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Since you brought these up, Iâll comment on their expected sales. The ID. Polo (formerly the ID.2) will likely sell well, but deliveries wonât start until September/November 2026, so there will be no significant impact on next year. The Epiq production model is only scheduled to be unveiled next summer, so its deliveries will also be pushed to at least the second half of next year. The Micra is unlikely to sell much, as it is essentially a copy of the Renault 5 at the same price points, without any particular competitive advantages over its rival. The Twingo may sell quite well, but at least for the Nordic version, weâll have to wait until âthe very end of next yearâ for its market launch.
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I canât help but share this here as well.
Last week, Windrose founder and CEO Wen Han shared his experiences with Kempower chargers and was full of praise.
Now there is a more official post out regarding the collaboration between Windrose and Kempower.
(Windrose is this âTesla Semi copy,â whose product seems to be much further along and ready for the market, unlike Teslaâs. Tough competition for the traditional Scania/Volvo/MB trio. The Chinese are coming strong into the HDV (Heavy Duty Vehicle) segment as well.)
âThis achievement underscores the close collaboration between Windrose and Kempower and demonstrates the readiness of Windrose electric trucks to integrate with high-power, interoperable, and intelligent charging solutions for heavy-duty applications on a global scale.
Windrose will continue to the next phase of testing and further deepen its collaboration with Kempower as part of the companyâs global expansion strategy.â
As a follow-up, here is a CEO update from yesterday. They are opening truck routes in the United States with charging partners. Now, fingers crossed that this opens the MCS (Megawatt Charging System) market for Kempower on the other side of the pond as well.
Edit. 2.1.2026
It looks like this could be updated daily. Those interested should follow Wen and Windrose on LinkedIn. Iâll just add that a dedicated network is coming to the Nordics, and 5 MCS charging points have already been planned for the Swedish side using Kempower equipment (Milence & Circle K).
Will we finally see Kempowers at other Milence sites too? The collaboration was announced years ago, but they still seem to be 100% HYC400 chargers?
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This is not directly related to Kempower, but rather to the electrification of transport in general:
The EU is planning to introduce a 6,000 euro scrapping premium for cars over 10 years old whose owners have an annual income of no more than 25,000 euros. Scrapping premiums are set to start being paid in 2027, and the campaign is intended to last for 5 years. The purpose is for the premium to be used for the purchase of either a new or used zero-emission vehicle.
This will likely help accelerate the growth in the number of electric cars in the EU. Such support has hardly been factored into previous estimates regarding the number of electric cars. From this, one can perhaps conclude that the demand for charging points will also grow faster than previously estimated.
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Katri Piirtola has been appointed Chief Services and Aftermarket Officer and a member of the Global Leadership Team at Kempower.
Tausta: Piirtola joins Kempower from KONE, where she most recently served as Senior Vice President for the European modernization business. She has over 20 years of experience in international technology companies (e.g., KONE and Ahlstrom).
Great catch! 
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Letâs share Donut Labsâ potential battery innovation here as well, because if it holds true, âthe rug will be pulled out from under internal combustion engine motoring.â The matter was presented very convincingly in connection with the CES trade showâthough more information is still being awaited, and apparently it has emerged today that at least Nordic Nanoâs property in Imatra is not the battery manufacturing site.
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I wonder what impact the Mercosur trade agreement would have on Kempowerâs near future if it materializes? Could @Pauli_Lohi ask about this in connection with Q4? It feels like questions from regular folks donât get through during earnings calls anymore 
China obviously already has a foothold, but the removal of tariffs would level the playing field nicely.
âWith the agreement, the Mercosur countries would commit to lowering almost all their tariffs to zero. This is estimated to facilitate the export of European industrial products in particular.â
Brazil would have 200 million inhabitants and 100 million cars waiting for electrification.
- Passenger cars: The market is growing explosively. In 2024, sales of electric cars doubled, and the Chinese company BYD is building factories in the country. The charging network is expanding rapidly in major cities.
- Heavy transport: The country is one of the worldâs largest bus markets. Cities like Sao Paulo and Rio de Janeiro have committed to replacing thousands of diesel buses with electric ones. Mining companies (such as Vale) are also aggressively electrifying their heavy machinery and trucks.
Gemini summary on the topic
The trade agreement between the EU and Mercosur countries is a strategically important âdoor-openerâ for Kempower, as it removes high tariff barriers from the South American market. This improves the price competitiveness of Kempowerâs chargers relative to the strong Chinese players in the region and makes exports more economically viable. The impact is not immediate; instead, the agreement lays the foundation for future growth towards the end of the decade.
The most concrete benefit comes from the electrification of heavy transport and industry. South America is a strong market for European commercial vehicles (such as Volvo and Scania) as well as port operations. (Kalmar&Kempower) With the trade agreement, it will be easier for Kempower to expand into the region in the wake of these long-term partners and offer charging infrastructure as part of the export of electric trucks and machinery.
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InspireNOLA Charter Schools has deployed the largest electric school bus fleet in the state of Louisiana.
Fleet: 42 all-electric school buses (IC Bus, which also features V2G. Does this work with Kempower chargers?).
Charging infrastructure: 7 Kempower C800 power units have been installed at the depot, feeding a total of 52 DC charging points.- Operator: Highland Electric Fleets (a significant partner in the US market).
52 charging points for a single site is a substantial delivery, and school buses are a massive market in the USA, which is now electrifying rapidly driven by NEVI and EPA (Clean School Bus Program) subsidies. Furthermore, new customers are finally being gained outside of California and the East Coast, from the American Deep South.
While waiting for more information about the Donutâs (Kempowerâs) battery, we can take a moment for some celebratory âtorikahvitâ (market square coffee) thanks to this. 
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The Mercosur agreement naturally strengthens the potential competitiveness of Kempower and other European companies in South America. Many Chinese automakers, among others, operate in South America, and itâs likely that Asian competition will also be encountered in the charging sector. Therefore, I consider it likely that price competition in the region will be intense, even though the new trade agreement in principle strengthens the position of European manufacturers.
So far, the South American market has been the responsibility of Kempowerâs US office. However, this does not rule out deliveries from Europe, as has been the case at least partially with Canada.
However, I do not expect the agreement to have significant short-term effects on Kempowerâs order development. Kempowerâs operations in South America have been non-existent, and it is uncertain whether the company will seriously start competing for this marketâand if so, when. It should also be noted that the electrification of transport in South America is clearly lagging behind Western markets and Asia, meaning the market is currently small.
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Iâm asking because I donât know, and there are some brilliant people on this forum: Would Kempower have opportunities to expand into the power supply side of data centers? Apparently, large DC power supplies are used for certain applications there.
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Here are Pauliâs comments on how Kempower is renewing its global management team and organizational structure.
Kempower announced on Tuesday that it is renewing the companyâs global management team and organizational structure with the aim of accelerating growth and innovation. The change is part of the implementation of the companyâs new strategy, which the company will present under the leadership of its relatively new CEO Bhasker Kaushal at the CMD in Q2 2026. The changes will strengthen selected strategic areas such as technology development, software, and service business. This is more about evolution than revolution, as the changes are built around the existing core of the management team. We see the reorganization as a logical step for a rapidly developing and internationalizing company.
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Kempower appoints Calle Loikkanen to lead Kempowerâs Investor Relations
Kempower has appointed Calle Loikkanen (M.Sc. Econ) as the new Director, Investor Relations and M&A. He will be responsible for Kempowerâs investor relations functions as well as the development of the companyâs financial communications and capital market relations. Loikkanen will start in his position on March 2, 2026, and report to Kempowerâs CFO Jukka Kainulainen.
Loikkanen has over 15 years of experience in financial markets, equity research, and investor relations. He joins Kempower from Danske Bank, where he worked as a senior equity analyst responsible for several Finnish listed companies. Previously, he has held IR positions at HuhtamÀki Oyj and Valmet Oyj, where he led global investor relations processes, financial communications, and investor meetings, and organized several investor events.
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Syed Haseeb Hassan has once again compiled data from the largest charger manufacturers outside of Tesla, and it looks interesting.
The quartet shrank to a trio because Ekoenergetyka is no longer sharing its data. Previously, it was about 1/9 of Kempowerâs figures.
Alpitronic and Kempower are growing significantly faster than ABB.
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More massive bus depots are on the way. Likely with Kempower chargers. Several members of Kempowerâs Norwegian sales team have liked the post, and Tide has used Kempower chargers in almost all recent major projects, e.g., the giant Aalborg depot in Denmark and the TromsĂž and Hammerfest sites in Norway.
- 235 electric buses will be put into operation for Vestfold County Municipality.
- 240+ charging points are installed to ensure seamless operation and maximum uptime.
Completion in summer 2026
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Here are 54 chargers for the Austrian bus charging station. It is possible to expand the station even further in the future..
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Were European public charging records broken yesterday with Kempower? 968 kW and 997 kW on another charge.
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Now that sounds like real business. If one unit is, say, âŹ13,000, then including maintenance contracts, weâre probably talking about a deal worth close to a mil in a sales case like this.
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Customers are revealing new major sites. Skycharger is set to launch one of the worldâs largest MCS charging hubs this year using Kempower chargers.
âFantastic to spend time with the Kempower team, weâre looking forward to building one of the worldâs largest MCS hubs in the world this year! Thank you for the event and for driving the push to electrify heavy-duty trucking!â
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