### @ENS — Confirmed — from the fiscal 2026 earnings call
Good morning, thanks for joining. EnerSys's two roadmap priorities—a lithium data‑center UPS battery and a battery energy storage system for warehouse operators—both advanced into customer commissioning in the quarter ended March 2026. Management stressed this is finished product shipped to real customers, not a soft launch, yet meaningful revenue isn’t expected until fiscal 2028. Two gates remain: handoffs with all the large primary UPS providers and separate validation by the large hyperscalers, which appear only as validation counterparties.
- tier: Confirmed (✓)
- source: ENS / Two data-center products, shipped but not yet revenue
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-ens-src-ens-datacenter-products-rotation
- posted: 2026-07-22T16:45:15.315Z