China BAK Battery Highlights India Order, AI Data Center Backup-Power Push

China BAK Battery Highlights India Order, AI Data Center Backup-Power Push Posted by Defense World Staff on Aug 29th, 2026 Share on Twitter Share on Facebook Share on LinkedIn Share on Stocktwits Get alerts: China BAK Battery (NASDAQ:CBAT), which operates as CBAK Energy, said it is expanding production capacity, pursuing growth in electric mobility and energy-storage markets, and testing a new battery cell for AI data center backup-power applications. During the Clean Energy Metals Conference, Clara Blady, the company’s North America business development and investor relations representative, said CBAK generated net revenue of $195 million in fiscal 2025 and currently operates 8.3 gigawatt-hours of battery production capacity. The company has designed capacity of 38 GWh across its facilities and is targeting a 3-GWh Southeast Asia plant for 2028. Blady said the company’s current backlog totals $78 million. She also highlighted a recently announced $96 million battery-cell order from an Indian two- and three-wheeler manufacturer. According to management, the order will be placed quarterly, with the first-quarter 2027 order included in the current backlog and the remaining orders expected to be added as received. Production Expansion and India Order CBAK operates production and research sites in Dalian, Changzhou and Nanjing, China. Its Nanjing facility is currently its largest, with 4.5 GWh of capacity and an eventual target of 20 GWh, according to the presentation. The company said shipments of its 32140 battery cells totaled 32 million units during the first seven months of 2026, up 101% from 16 million units in the year-earlier period. Those shipments also exceeded full-year 2025 shipments by approximately 8.6%, Blady said. CBAK is targeting production of 220,000 cells per day from its Nanjing Phase 2 lines by the end of 2026 and had reached about 80% of that target as of the prior month. A company representative said the newer lines use equipment capable of producing 200 cells per minute, compared with 60 cells per minute on the Phase 1 lines. Thierry Li, CBAK’s chief financial officer, said the recently announced Indian order is for the company’s 26 Series cells. He said the order could improve utilization of 26 Series production lines, which had experienced reduced utilization after some customers shifted to the company’s 40 Series cells. “With this significant order coming in and the production capacity for 26 Series would just continuously running, then we believe that unit cost for 26 Series would be significantly lower,” Li said. Data Center Backup-Power Effort CBAK also outlined plans to address demand for battery backup systems at AI data centers with its full-tab 26650 lithium iron phosphate cell. Blady said the cell is designed to provide 40C continuous discharge capability and 100C pulse capability. The company said the cell can provide 310 watts of constant output for 100 seconds. The company is conducting module-level testing with multiple Tier 1 customers and is pursuing UL and CE certifications for the U.S. and European markets. Li said CBAK’s cells are being tested and validated by unnamed AI data center operators, but said the company has not yet entered into definitive supply agreements or received purchase orders from those customers. Blady said the company believes its large-format cylindrical cells offer safety and cost benefits compared with other designs, including lower manufacturing costs and higher energy density. CBAK said it has reinvested 8% of sales into research and development, holds 462 patents, and dedicates 20% of its workforce to research. Revenue Mix and Materials Business For fiscal 2025, residential storage and uninterruptible power supply applications accounted for about 65% of CBAK’s battery-business revenue, while light electric vehicles and electric vehicles contributed about 35%, according to the company. CBAK reported group gross profit of $18.42 million and adjusted EBITDA of $7.