Highlights

  • Li-S Energy shares rose 13.04% to AUD 0.13 during the afternoon session on 25 June 2026.
  • The company announced its first commercial shipment of Australian-produced lithium metal foil.
  • Li-S Energy obtained ISO 9001:2015 certification for its lithium foil manufacturing facility in Geelong.
  • The certification enables the company to pursue supply opportunities across defence, aerospace, battery manufacturing and research markets.
  • Australia's first dedicated lithium foil production line was established with support from a AUD 1.76 million matched Federal Industry Growth Program grant.

Li-S Energy Ltd (ASX:LIS) shares climbed 13.04% to AUD 0.13 during the afternoon trading session on 25 June 2026 after the company announced two developments for its lithium foil business. The company confirmed that it had completed and shipped its first commercial order of Australian-produced lithium metal foil while also securing ISO 9001:2015 certification for its lithium foil manufacturing operations. The stock remains up 8.33% over the past year.

The latest announcement represents progress in Li-S Energy's efforts to expand its manufacturing capabilities alongside the development of its lithium-sulfur battery technology. While the first commercial order was moderate in size, the company said it marks the beginning of customer engagement for its lithium foil products and creates an additional commercial opportunity beyond its internal battery production.

Company Overview

Li-S Energy Limited is an Australian battery technology company focused on developing lithium-sulfur battery cells designed to deliver higher energy density than conventional lithium-ion batteries. The company's technology incorporates proprietary intellectual property together with advanced nanomaterials, including boron nitride nanotubes (BNNTs) and Li-Nanomesh, with applications targeted at industries where lower battery weight is an important consideration, including aviation, drones and defence. Alongside battery development, the company has also invested in sovereign lithium foil manufacturing capability in Australia to support both its own production requirements and external customers.

Commercial Shipment Marks New Phase

A key feature of the announcement was confirmation that Li-S Energy has completed its first commercial sale of lithium metal foil manufactured in Australia. The order has already been shipped to a leading Australian battery research institution that operates one of the country's largest battery research and development programs.

Although management described the initial order as moderate in scale, the shipment represents the company's first commercial transaction for the product. According to the company, the sale provides external validation of Australian-produced lithium foil and establishes an initial customer relationship as it seeks to expand commercial supply over time.

The company indicated that lithium foil production is intended to become an additional source of commercial revenue while continuing to support manufacturing requirements for its own battery cell technology.

Quality Certification Opens New Supply Opportunities

Alongside the first commercial shipment, Li-S Energy announced that its lithium foil production line in Geelong, Victoria, has achieved ISO 9001:2015 certification.

ISO 9001:2015 is an internationally recognised quality management systems standard. The certification, awarded by independent certifier TQCS International, covers the manufacture of lithium foil for battery applications and confirms that the company's production processes meet recognised standards for quality management, consistency and traceability.

For manufacturers supplying industries with stringent quality requirements, internationally recognised certification is often an important qualification step. Li-S Energy said the certification now enables it to pursue commercial supply opportunities across several sectors, including defence, aerospace, battery manufacturing, lithium and solid-state battery developers, as well as research institutions in Australia and overseas.

The company believes the certification provides potential customers with independent assurance regarding its manufacturing processes and quality systems.

Australia's Dedicated Lithium Foil Production Capability

The lithium foil production facility was established at Li-S Energy's Geelong site following an earlier initiative announced in October 2025.

According to the company, the production line became Australia's first dedicated lithium foil manufacturing facility and was completed ahead of schedule. Development of the facility was supported by a AUD 1.76 million matched grant received under the Federal Government's Industry Growth Program.

The investment addresses an area of manufacturing capability that previously did not exist domestically. While Australia is recognised as the world's leading lithium producer, the company noted that dedicated local lithium foil manufacturing capability had not previously been available.

By manufacturing lithium foil domestically, Li-S Energy expects to reduce reliance on imported material while also supporting its own battery cell production activities.

Expanding Beyond Internal Manufacturing

The latest announcement highlights that lithium foil production is expected to serve two purposes within the company's broader business strategy.

Firstly, the material will continue to support Li-S Energy's internal manufacturing of lithium-sulfur battery cells. Secondly, the company intends to develop commercial sales channels by supplying external customers across multiple industries.

Management said achieving ISO certification represents an important step in pursuing these commercial opportunities, as many customers operating in defence, aerospace and advanced manufacturing require recognised quality management systems before approving new suppliers.

The company believes these developments position its lithium foil operation to engage with a broader range of domestic and international customers.

Management Commentary

Managing Director Dr Lee Finniear said achieving ISO 9001 certification reflected the work undertaken by the company's team in establishing its lithium foil production capability.

He also noted that the certification provides the independent quality assurance required by customers operating in sectors such as defence, aerospace and battery manufacturing when assessing potential suppliers.

Commenting on the first commercial shipment, Dr Finniear said the order demonstrates demand for an Australian-produced alternative to imported lithium foil while supporting the company's objective of expanding commercial foil sales alongside production for its own battery cells.

Why Today's Announcement Attracted Market Attention

The market response followed the combination of two separate developments announced on the same day.

The completion and shipment of the company's first commercial lithium foil order represents the transition from manufacturing capability to commercial customer engagement. At the same time, obtaining ISO 9001:2015 certification provides internationally recognised quality management credentials that the company said are important for supplying industries with demanding qualification requirements.

Together, these milestones support Li-S Energy's strategy of building domestic lithium foil manufacturing capability while pursuing additional commercial opportunities beyond its battery development activities.

What Investors May Watch Going Forward

Following the announcement, market participants are likely to monitor how Li-S Energy progresses commercial engagement for its lithium foil products.

The company has indicated that it intends to expand supply into defence, aerospace, battery manufacturing, lithium and solid-state battery development, together with research institutions. Investors may also watch for additional commercial orders, further customer relationships and continued development of the company's sovereign manufacturing capability in Australia.

In parallel, Li-S Energy continues developing its lithium-sulfur battery technology, with domestically produced lithium foil expected to support both internal manufacturing requirements and potential external sales.