DD · Earnings call · 2026Q2T · Full report
Electric Vehicle Battery Demand
DuPont de Nemours, Inc. · 2026-08-04 · Importance 64 · Surprise 56 · In source text
DuPont reported strong second-quarter growth in electric-vehicle battery applications, particularly in European markets, as automotive manufacturers introduced newer models. The battery business is primarily adhesives and generated approximately $70 million of revenue at the time of the call. Management expects the battery business to reach the triple-digit millions in 2026 and 2027, while the broader electric-vehicle opportunity is several hundred million dollars. Electric-vehicle applications are approaching half of DuPont’s approximately $900 million automotive portfolio.
Key facts
- Total EV opportunity for company is a few hundred million; of the $900 million automotive portfolio, EV portion is getting up to almost 50%.
- EV battery revenue today: around $70 million; expected to go into the triple digits in 2026 and 2027.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | Total EV opportunity for company is a few hundred million; of the $900 million automotive portfolio, EV portion is getting up to almost 50%. |
| revenue | positive | probable | — | EV battery revenue today: around $70 million; expected to go into the triple digits in 2026 and 2027. |