MBAK Energy Solutions, Inc. (OTC:MBAK) begins delivery to Indian Customers – part of $65 Million in 2026 Order fulfillment

Rhea-AI Summary

MBAK Energy Solutions (OTC:MBAK) has begun delivering against $65,000,000 of production orders booked for 2026, with deliveries starting December 10, 2025. Deliveries cover a BESS order for the Indian power grid, electric two- and three-wheeler personal transports, and battery cells for data center power facilities.

The BESS contract supports India’s expansion of renewable generation and storage capacity. The company reports continued enquiries from power providers and commercial users across the region and into North America, and strong demand for electric two-wheelers in Europe, India, and Africa. MBAK develops and manufactures lithium, sodium, and solid-state batteries for industrial, medical, portable electronics, and EV applications.

Positive

• $65.0M of production orders booked for 2026
• Deliveries include BESS for Indian power grid
• Product mix: EV two/three-wheelers and data center battery cells
• Reported demand across Europe, India, Africa, and North America

Negative

• None.

Market Context

This announcement confirms that MBAK has begun fulfilling part of its previously disclosed $65,000,0...

Analysis

This announcement confirms that MBAK has begun fulfilling part of its previously disclosed $65,000,000 in 2026 production orders, including BESS deliveries for the Indian power grid and electric two- and three-wheeler transports. It ties earlier guidance to concrete execution, while reiterating strong demand for mobility products across Europe, India, and Africa. Investors may track future updates on shipment volumes, additional contracts in Asia and North America, and any changes to the scale or timing of these orders.

Key Figures

2026 production orders: $65,000,000 2026 production orders (prior): $65,000,000 Grid battery capacity: 350 MWh +5 more

8 metrics

2026 production orders $65,000,000 Booked production orders for 2026 cited in current release

2026 production orders (prior) $65,000,000 Firm 2026 orders disclosed in Dec 3, 2025 guidance release

Grid battery capacity 350 MWh Expanded Indian power grid battery delivery from prior 100 MWh to 350 MWh

Share price $0.0025 Price before this news, per market_context

Price change 24h -10.71% Move ahead of publication of this order-delivery update

52-week high $0.0036 Pre-news 52-week high from market_context

52-week low $0.0006 Pre-news 52-week low from market_context

Trading volume 4,448,385 shares Today’s volume vs. 20-day average 3,924,987 shares

Historical Context

2 past events · Latest: Dec 03 (Positive)

Pattern 2 events

Date	Event	Sentiment	24h Move	Catalyst
Dec 03	2026 guidance/orders	Positive	+4.0%	Announced $65M firm 2026 production orders and expanded Indian grid battery deal.
Dec 01	Ticker change	Neutral	-6.5%	Completed OTC ticker change from ALYI to MBAK with standard corporate details.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent news has produced mixed reactions: one positive guidance update aligned with a price rise, while a neutral ticker-change announcement coincided with a decline.

Recent Company History

Over the last weeks, MBAK issued two notable updates. On Dec 1, it completed a ticker change from ALYI to MBAK, after which shares fell about 6.45%. On Dec 3, it announced $65,000,000 in firm 2026 production orders, including an expanded Indian power-grid battery contract, and the stock rose about 4%. Today’s news reiterates those 2026 orders but adds that deliveries to Indian customers have begun, tying current execution to previously disclosed backlog.

Key Terms

bess, solid-state batteries

2 terms

bess technical

"Deliveries include against the BESS order for the Indian power grid"

BESS stands for Battery Energy Storage System, a technology that stores electricity for later use. Think of it as a large rechargeable battery that can hold excess power generated during times of low demand and release it when usage is high, helping balance supply and demand. This is important for investors because it supports the stability of energy grids, enables the integration of renewable sources, and can create new opportunities for profitability in the energy market.

solid-state batteries technical

"design and production of lithium, sodium, and solid-state batteries for industrial"

Solid-state batteries store and deliver electrical energy using a solid material instead of the liquid or gel found in conventional lithium-ion cells; imagine replacing a puddle that carries traffic with a solid, well-paved bridge that moves charge more compactly and securely. They matter to investors because they promise higher energy density, faster charging, improved safety and longer lifespan—advantages that can expand markets and margins—while commercial success depends on manufacturing scale, costs and raw-material supply.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEOUL, South Korea and SHENZHEN, China and WILMINGTON, N.C., Dec. 10, 2025 (GLOBE NEWSWIRE) -- MBAK Energy Solutions, Inc. (OTC:MBAK) has begun delivering on the $65,000,000 USD in production orders booked for 2026. Deliveries include against the BESS order for the Indian power grid, delivery of electric two and three-wheeler personal transports, and battery cells for data center power facilities. The BESS contract directly supports Indian efforts to increase national energy production capacity through renewable sources of electricity generation and storage. The company continues to field enquiries from power providers and commercial users across the region, and into North America.

Demand for the company’s mobility products, specifically electric two wheelers for Europe, India, and Africa remains strong due to the company’s record of innovation, reliability, safety and quality.

MBAK Energy Solutions, Inc. is engaged in the development, manufacturing, and commercialization of non-fossil fuel energy products. The company has expertise in the design and production of lithium, sodium, and solid-state batteries for industrial, medical, portable electronics, and EV applications.

Contact: info@mbakcorp.com, press@mbakcorp.com

Website: www.mbakcorp.com

Disclaimer/Safe Harbor: Disclaimer/Safe Harbor: This news release contains forward-looking statements within the meaning of the Securities Litigation Reform Act. The statements reflect the Company's current views with respect to future events that involve risks and uncertainties. Among others, these risks include the expectation that any of the companies mentioned herein will achieve significant sales, the failure to meet schedule or performance requirements of the companies' contracts, the companies' liquidity position, the companies' ability to obtain new contracts, the emergence of competitors with greater financial resources and the impact of competitive pricing. In the light of these uncertainties, the forward-looking events referred to in this release might not occur

Photos accompanying this announcement are available at

https://www.globenewswire.com/NewsRoom/AttachmentNg/b42d45d8-8bc9-4372-a67a-7e53b9563668

https://www.globenewswire.com/NewsRoom/AttachmentNg/8b96e16a-a196-4a5d-b083-e8bb7ce2ff30

FAQ

What did MBAK announce on December 10, 2025 about order fulfillment?

MBAK announced it has begun delivering on $65,000,000 of production orders booked for 2026, effective December 10, 2025.

Which products are included in MBAK's 2026 deliveries under ticker MBAK?

Deliveries include BESS for the Indian grid, electric two- and three-wheelers, and battery cells for data centers.

How does the BESS contract relate to India's energy plans mentioned by MBAK (MBAK)?

MBAK says the BESS contract directly supports India's efforts to increase renewable generation and storage capacity.

Where is demand for MBAK mobility products strongest according to the announcement?

The company cites strong demand for electric two-wheelers in Europe, India, and Africa.

Does MBAK say it is receiving enquiries outside India for its energy products (MBAK)?

Yes; the company reports continued enquiries from power providers and commercial users across the region and into North America.

What battery technologies does MBAK develop and manufacture (OTC:MBAK)?

MBAK develops and manufactures lithium, sodium, and solid-state batteries for industrial, medical, portable electronics, and EV use.