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Profit Margin Development in the EV Battery Value Chain for Selected Producers BATTERY CELLS
Profit margins [%]
Comments
Increase due to lower raw material prices
NMC CAM
Failed IPO, EU factories canceled
LFP CAM
NMC RAW MATERIALS
118 m EUR bailout from Guangzhou 04/2025
High debt ratio 0.95 (EUR 9.32 billion)
LITHIUM
International expansion
ELECTROLYTE
Self-managed restructuring
SEPARATOR
Raw material market price decline
ACTIVE MATERIALS
Profit margins [%] Comments
Liquidity from ICL joint venture in Spain
Liquidity obtained from SPO in Hong Kong
Investment in Australia stopped
Liquidity crunch
Self-managed restructuring
Assessment of restructuring needs
Court-led restructuring 03/2025
Source: Content & analysis provided by Roland Berger (Distinguished Partner). For more information, visit https://www.rolandberger.com/en/Insights/Global-Topics/Battery. List is non-exhaustive, and updated June 2025.
Extracted from the PDF; charts and images may read imperfectly.
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