Vmoto Q4 sales up 68% signaling major recovery

Global electric vehicle pioneer Vmoto (ASX:VMT) has signaled a turnaround in its latest market update, reporting a 68.3% leap in sales for the final quarter of 2025.

The company moved 4,575 units in Q4, a performance driven by aggressive new sales strategies and a stabilising global economy.

The surge provides a boost after a challenging year; while total FY25 sales reached 12,584 units—a 26% decline from FY24—the momentum in the fourth quarter suggests the worst of the "e-mobility slump" is in the rearview mirror.

The outlook for 2026 appears even brighter, backed by a staggering 91% increase in international firm orders, totaling 7,462 units.

The growth is largely fueled by a burgeoning B2B delivery sector and new market entries in Thailand.

The company maintains a solid footing with $32.4 million in cash, despite heavy investment in its new Nanjing facility and Thai assembly operations.

Management remains optimistic that a favorable interest rate environment—highlighted by recent US Federal Reserve cuts—and increasing global bans on petrol motorcycles will act as strong tailwinds.