Vmoto Expects FY26 Revenue Between $73.5M and $85M, Marking 57% to 82% Increase
Vmoto Limited forecasts FY26 sales revenue between $73.5 million and $85 million, marking a 57% to 82% increase over FY25, driven by growing orders, strategic partnerships, and regulatory trends favouring electric motorcycles in key markets.
- FY26 sales guidance of $73.5 million to $85 million, up 57% to 82% on FY25
- Growth driven by last mile delivery partnerships including Uber
- International expansion supported by regulatory shifts in China and Vietnam
- Focus on Vehicle-as-a-Service, Energy-as-a-Service, and Data-as-a-Service segments
- Confidence in sustained growth amid evolving e-mobility market dynamics
FY26 Sales Guidance and Growth Drivers
Vmoto Limited (ASX:VMT) has provided a positive sales outlook for the 2026 financial year, expecting revenue between $73.5 million and $85 million. This forecast represents a substantial increase of 57% to 82% compared to FY25. The company attributes this anticipated growth to rising orders from both existing and new customers, alongside expanding international operations.
Managing Director Charles Chen highlighted the company’s confidence in capitalising on opportunities in last mile delivery markets, which remain a core focus. Vmoto’s strategy to position itself as a full solutions provider in e-mobility is expected to underpin continued revenue and profit growth across its Vehicle-as-a-Service (VaaS), Energy-as-a-Service (EaaS), and Data-as-a-Service (DaaS) offerings.
Strategic Partnerships and Regulatory Tailwinds
Key to Vmoto’s growth trajectory are partnerships with last mile delivery app companies such as Uber, which provide a platform for expanding electric vehicle deployment in urban logistics. Additionally, regulatory developments are playing a supportive role, with on-road legality of motorcycles in China and bans on petrol motorcycles in central business districts of countries like Vietnam creating favourable market conditions for electric alternatives.
These regulatory shifts align with Vmoto’s international expansion plans, which have been a focus following a challenging FY25. The company’s recent operational updates, including a 68% surge in 4Q25 sales and a 268% increase in order book growth, reflect momentum in scaling its global footprint and product offerings. This progress was detailed in a recent report on Vmoto’s 4Q25 sales surge and new facilities, which highlighted the company’s expanding manufacturing capacity and strategic joint ventures.
Outlook and Market Positioning
Vmoto’s focus on integrated e-mobility solutions positions it to capture diverse revenue streams beyond vehicle sales, including energy management and data services. The company’s emphasis on full-stack offerings aims to differentiate it in a competitive market increasingly driven by sustainability and urban mobility trends.
While the sales guidance is optimistic, the company acknowledges the inherent uncertainties in forward-looking statements, noting that actual results may vary due to risks and external factors beyond its control. Investors should consider these factors alongside Vmoto’s strategic initiatives and market developments.
Bottom Line?
Vmoto’s FY26 sales guidance signals strong growth potential, but investors should monitor execution risks and evolving market conditions closely.
Questions in the middle?
- How will Vmoto’s expanding partnerships influence its competitive positioning in key international markets?
- What impact will regulatory changes in China and Vietnam have on Vmoto’s sales and operational strategy?
- How effectively can Vmoto scale its Vehicle-as-a-Service, Energy-as-a-Service, and Data-as-a-Service segments amid market competition?
