PORTRAIT · natural light
Dr. Elena Varga
Chief Executive Officer
Ex-CERN magnet systems
Chief Executive Officer
Ex-CERN magnet systems
10¹ yr — Investors
Milestones over momentum.
We report what was met, what slipped and why, with the same discipline we apply in the lab. Every target on this page is a forward-looking statement.
CONVERSION · INVESTORS
Cleanroom theme for data density. Primary is the low-friction micro-conversion (updates); data room is gated secondary.
Key metrics
AS OF 30 JUN 2026 · ILLUSTRATIVE · UNAUDITED UNLESS NOTED
CAPITAL RAISED
1.9 B USD
Audited FY2025
CASH RUNWAY
41 months
At current burn
ROBOTICS ARR
118 M USD
▲ 3.1× YoY
SILICON BACKLOG
640 M USD
18 design partners
PATENTS GRANTED
412
+57 in H1 2026
EMPLOYEES
2 140
4 sites, 23 nationalities
Q1K2 SRAM yield > 90 % on risk lotsMET · JAN
Q120.1 T full-scale TF coilMET · MAR
Q399.2 % fleet uptime, 90 daysMET · AUG
Q3→Q4Forma ISO 10218-1 certificationLATE · 1 QTR
Q4Magnet factory pilot line at 2 coils/moOPEN
What slipped: ISO 10218 certification moved from Q3 to Q4 2026 after a notified-body scheduling change. No design changes required.
ESG snapshot
SCOPE 1+2 EMISSIONS
14.2 kt CO₂e
▼ 18 % YoY · 72 % renewable power
WATER RECYCLED
81 %
Silicon fab, ultrapure water loop
SAFETY · TRIR
0.41
Per 200 000 h worked
BOARD INDEPENDENCE
7 / 11
45 % women
Leadership
PORTRAIT · natural light
Marcus Oyelaran
Chief Financial Officer
20 yrs semiconductor finance
Chief Financial Officer
20 yrs semiconductor finance
PORTRAIT · natural light
Dr. Kenji Mori
President, Kairon Silicon
Process integration, 3 nodes
President, Kairon Silicon
Process integration, 3 nodes
PORTRAIT · natural light
Ana Ruiz
President, Kairon Robotics
Scaled 2 industrial fleets
President, Kairon Robotics
Scaled 2 industrial fleets
10⁰ — Next step
Follow the record.
Quarterly milestone reports and event invitations. Four emails a year, plus milestones if you want them.
Forward-looking statements. This page contains forward-looking statements about milestones, capacity, output and financial performance, identified by the “Target” label and words such as “plan” and “expect”. They involve risks and uncertainties; actual results may differ materially. Figures are illustrative. Full statement