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Gorilla Technology Group (GRRR) investor relations material
Gorilla Technology Group Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Backlog, pipeline, and revenue guidance
Signed and contracted backlog exceeds $100 million, forming the execution base through 2026, with revenue guidance for 2026 ranging from $137 million to $200 million, driven by phased ramp-up in Asia, Middle East, and Europe data center programs.
Actively pursuing a qualified pipeline of over $10 billion in AI infrastructure, national systems, and data centers, with a disciplined approach to only moving opportunities into backlog once fully contracted.
Revenue recognition over the next four quarters will follow a controlled ramp-up as contracted milestones convert into revenue, with early quarters focused on mobilization and engineering, and later quarters on recurring operations.
Data center operational targets include deploying up to 100 MW by year-end and several hundred MW by the end of next year, subject to contracting and approvals.
U.S. acquisition and global expansion
U.S. acquisition process is active but delayed due to government shutdowns affecting procurement and approvals; diligence and compliance remain priorities.
New U.S. contract wins are being pursued, with announcements expected as deals are contracted; global expansion continues with delivery centers in Asia, India, Middle East, North Africa, and Europe.
Major contracts and financing
$1.4 billion contract is with a Singapore-based contractor for AI data center backbone work; end customer not disclosed, but government validation and approvals are in place.
Project financing is at final stages, with term sheets in hand and a preference for non-dilutive, project-level capital; first racks expected to go live in early 2026.
Project finance structure is non-recourse to the parent, with 85%+ of CapEx covered by debt and a targeted under three-year payback period.
- TimeTickerHeadlineOpen
- 6 FebCDP
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2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy.
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