Novonix Limited ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY EPS (est.)
-$0.49next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Operations Update & Quarterly Activities Report | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Riverside Production Capacity (tpa) Quarterly11K
Cash Runway (Quarters) Quarterly4.0Target: > 6
Quarterly Operating Cash Outflow (USD) Quarterly14.4MTarget: < 10000000
Watch Items
- Panasonic Energy Mass Production CommencementTrigger: Delay beyond H2 2027Action: Re-evaluate near-term revenue projections and assess potential breach of binding offtake milestones.
- Nasdaq Minimum Bid Price ComplianceTrigger: Failure to regain US$1.00 minimum bid priceAction: Monitor board decisions regarding ADR-to-ordinary share ratio adjustments to prevent delisting.
- Section 48C Advanced Energy Project Tax Credit MonetizationTrigger: Failure to place 11,000 tpa capacity in service before April 7, 2028Action: Assess alternative non-dilutive funding sources if the US$103 million tax credit cannot be certified and sold.
Research as of 20 Jun 2026