EnWave Corporation 2026年第三季度财报电话会议纪要

发布时间：2026-08-22 一、AI总结内容 一、核心要点 1. 2026年第三季度财报表现：营收330万加元，同比增21%；毛利25%，同比升6.2个百分点；基础专利许可费53.6万加元，同比增24%；调整后EBITDA亏损收窄至9.3万加元。 2. 第四季度及2027年展望：预计2027财年专利许可费可达300万加元，现有专利伙伴产能利用率提升将推动增长；3笔大型设备订单延迟后逐步推进，部分涉及宠物食品、食品创新领域。 3. 业务进展：Processa墨西哥已订购第二台120千瓦设备；新增3项许可协议，含埃及Dry Hub、利莫瑞克大学及Michelin星级主厨创办的Rhizome；与通用磨坊等全球食品巨头开展技术评估。 4. 库存情况：库存300万加元，主要为100千瓦Neutrac设备等，约90%完成制造，将加快订单交付。 二、风险与关注 1. 大型设备订单的时间不确定性，导致公司营收存在季节性波动；2. 部分专利伙伴的营收季节性波动，如某大型乳制品合作伙伴下半年营收预计反弹；三、后续计划 1. 未来两年将削减超100万加元运营费用，计划2028财年达到专利许可费覆盖基础运营成本的目标； 2. 持续拓展全球商业加工、科研机构合作，加速专利技术商业化落地； 3. 瞄准宠物食品、方便食品等领域的大型食品企业，推动管线项目转化。 二、音频原文（转写） I think we want to go launch with this has it been like a twoyear cycle or a one year cycle andthen.嗯newer ones that are coming in are you seeing an acceleration of that decision to say okaylet's just get going like the.There's been againi'mi'm leading this up it is there validation that you're seeing in the market that is driving these blue chip companies to say okay like vacuummicrowave is now something that we can really kind of latch on toum soi'll start with the timing so typically like the forecoming meaningful launches from large billion dollars cpd companiesare given one to one point five years of development so in the product development matching themup with co manufacturers thankfully many of our royalty partners are already approved suppliersfor many of these large cpd so youskip that headache because they have to do facility audits and all of those things and so yeah one to one point five years to the point where we're at now where there's planned launches in in calendar twenty twenty seven or fiscal twenty seven for us which is great and then obviouslyadditional success in market is driving faster to decisions so one example of that would besome of the existing relationships in pet that some of our combing factors have and they've already supplied you knowthem with a certain type of product which is doing really well in market and then they show a better version of it at slightly less costi e notfreeze ride but vacuumic wave dried and so thatreally gets some excited to move faster becausethey already know this demand and market for these types of formats but they can provide a better product at lower costs so that scenario is really driven some of the decision points quick more quickly than maybe they would have been in times可以说。 Thank you as a reminder if you'd like to ask a question please press bar one on your telephone keep our natural question comes from line of bartgromer with bear's tips please perceive with your question.Hi brandt this is barred from belgium interesting quarter can you give me an idee onthe number of machines that have not been soldbut are in inventory right nowcurrently we havea pretty much fully built hundred kilowatt neutrab machinein inventory and then we have severalten kilowatt units and inventory as well which we always carry so we can readily deploy them fordifferent evaluation projects so the majority of the inventory number in our financial statements is primarily the one hundred kilowattnutrif machine and i did have another webcast question trying ties into this question from you bart even like where were the large opportunities earlierin the year.Andi'll say that three of them arestill very active that we're looking to close before the end of this calendar year and only oneof them went away so we got any closed process here so if we had closed obviously three out of the four that on the time we assumed we hopefullywould have had four machines closed year to date that this hasn't been the case they're still in the pipeline and we expect that to transpire sometimenext quarter into fiscal twenty seven.O kand do you have anything planned in terms of anew big rev machine where you are anticipating in order or are you waiting for the one hundred kilowatt machine to be soldum i would state thatthere are several projects that are getting to decision points more near term than long term.Andthe difference in starting to prebuild anotherlarge scale machine versus getting an order through our traditional forty percent deposit twentypercent three months into the fabrication twenty percent before shipment so we can manager thecapital appropriatelyis de minimist so from ourstandpoint strategically we're just going to push forward to trying to close these deals and then once we receive deposits start building the next machineso k thank you and can you give me some sort of feeling how the utilization rates.Across the different plant base is meaning is it close to fifty per cent is it close to ninety fiveper cent how close are we to full capacityutilization that in fact the clients are forced to buya new rev dryertotally varies from royalty partner the royalty partner so some are closed in like ninety ninety five percent capacity utilization.For certain largescale equipment others are in their range of like forty to fifty percent some are that we're maybe operate like eighty percent