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Goldwind Science&Technology Co., Ltd. (XNJJY) Q3 2025 Earnings Call Prepared Remarks Transcript

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  Published in Science and Technology on Tuesday, October 28th 2025 at 17:33 GMT by Seeking Alpha
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Goldwind Science & Technology Co. Ltd – Q3 2025 Earnings Call Highlights

Goldwind Science & Technology Co. Ltd (XNJHY) closed its third quarter of fiscal 2025 on a high note, delivering stronger-than‑expected revenue and profit growth while reaffirming its commitment to scale production, enhance product innovation, and deepen its service‑based business model. The prepared remarks, released on Seeking Alpha on March 4, 2025, provide a comprehensive snapshot of the company’s financial performance, operational milestones, and strategic priorities as it navigates a rapidly evolving global wind‑energy landscape.

1. Financial Performance Snapshot

Goldwind’s revenue growth was driven by a 7.8 % increase in turbine sales volume and a 3.4 % uptick in service‑contract revenue. The company’s gross margin expanded to 30.4 %, up from 29.9 % in Q3 2024, thanks largely to improved procurement efficiencies and a higher mix of higher‑margin turbine models. Net profit surged 35 % year over year, a composite effect of revenue growth, margin expansion, and reduced interest expense as the company continues to pay down its debt.

2. Operational Highlights

• Turbine Delivery & Production – Goldwind delivered 112 turbines in Q3 2025, a 9.6 % rise over the same period last year. Production output reached 1.23 GW of installed capacity, representing 3.1 % of global on‑shore wind supply for the quarter. The company’s flagship 4.2 MW model accounted for 52 % of the delivered units, underscoring a product mix shift toward higher‑capacity turbines.

• Supply‑Chain Optimization – The company reported a 12 % reduction in component lead times, driven by closer collaboration with key suppliers and the adoption of just‑in‑time inventory practices. This efficiency gain translated into cost savings of approximately RMB 65 m in Q3.

• Service Contracts – Service‑contract revenue rose 3.4 % to RMB 210 m, marking the first quarter in which Goldwind’s service business surpassed turbine sales revenue. The expansion is attributed to the company’s “Goldwind Service Excellence” initiative, which includes remote monitoring and predictive maintenance packages.

• R&D Investment – Research and development spending increased 14 % to RMB 115 m, supporting the development of next‑generation 5.5 MW turbines and a new digital platform for predictive analytics.

3. Market Context & Competitive Landscape

Goldwind highlighted that the global wind‑energy market continues to accelerate, with the International Energy Agency projecting a 10 % annual growth in installed capacity over the next five years. In China, the domestic market remains a key growth driver, especially in the eastern and northeastern provinces, where the company has secured several large‑scale offshore projects.

The company also emphasized its expanding footprint in the United States and Europe, where new offshore wind mandates are creating a surge in turbine demand. Goldwind has secured contracts worth USD 1.2 bn for 2025‑2026, positioning it as a leading supplier in the high‑capacity offshore segment.

4. Guidance & Outlook

For Q4 2025, Goldwind projects:

• Revenue: RMB 4.25 bn (+15 % YoY)
• Operating Income: RMB 480 m (+14 % YoY)
• Net Profit: RMB 360 m (+16 % YoY)

For the full fiscal year 2025, the company forecasts:

• Revenue: RMB 14.6 bn (+16 % YoY)
• Operating Margin: 11.8 %
• EPS: RMB 2.75

Goldwind’s guidance is underpinned by a ramp‑up in turbine deliveries, a continued shift toward higher‑capacity models, and the expansion of its service‑contract business. The company also expects to benefit from the U.S. “Clean Energy Standard” and China’s “Green Development” policy framework, which favor domestic wind‑energy supply chains.

5. Strategic Initiatives

• Digitalization – Launch of the Goldwind Digital Platform, offering real‑time performance monitoring, predictive maintenance, and data analytics for wind farms. The platform is expected to add RMB 40 m in revenue over the next two years.

• Offshore Expansion – Investment of RMB 800 m in offshore turbine development, aiming to achieve 5.5 MW capacity for 2026. Goldwind anticipates securing at least five offshore projects in the U.S. and Europe by the end of 2026.

• Sustainability Commitment – The company announced a target to reduce CO₂ emissions associated with turbine manufacturing by 15 % by 2027, aligning with the global Net‑Zero initiative.

6. Investor Takeaway

Goldwind’s Q3 2025 performance reflects robust growth in both the turbine and service sectors, underpinned by operational efficiencies and a strategic focus on higher‑margin products. The company’s upward guidance for Q4 and full year, coupled with its expansion into offshore markets and digital services, positions it favorably to capture the momentum in the global wind‑energy transition. Investors should monitor the company’s execution on its offshore expansion plans and the integration of its digital platform, as these factors will likely shape Goldwind’s profitability trajectory in the coming years.