Lotus Tech Growth Strategy
THE COMBINATION OF A MASSIVE MARKET, ADVANCED TECHNOLOGY AND A WORLD CLASS TEAM
300+
stores¹
Continuous and well-balanced
global expansion by 2025E
~150% CAGR
Revenue growth
2023E-2025E
3+3 mod
models²
Strong pipeline by
2027E
~US$8.2-$8.6bm
~21% -23%
Attractive business outlook
2025E targeted revenue
2025E gross margin³
Source: Company information, Lotus management estimates
1. Number of stores in Lotus Tech's retail network expected by 2025E
2. Existing models include Evija, Emira and Eletre, models in pipeline include Type 133, 134 and 135
3. Gross margin is expected to be higher after 2025, in years when production level and sales volume are relatively stable; specifically, Evija (~2023 onwards), Emira (~2024 onwards), Eletre (~2026 onwards), Type 133 (~2027 onwards), Type 134 (~2027
onwards) and Type 135 (~2029 onwards)
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