Mobileye Secures Major Indian Partnership and Expands into Robotics

Mobileye Global Inc. (NASDAQ: MBLY) is accelerating its expansion within India's automotive sector while simultaneously making a strategic move into the field of robotics. Company management provided insights into this dual-track strategy during a presentation at the Wolfe Research Conference, following the announcement of a significant supply agreement with Indian automaker Mahindra & Mahindra. The focus is on scaling its advanced driver-assistance technology in the world's third-largest automotive market.

Key Developments:
* Strategic Partnership: A new, extensive supply agreement has been secured with Mahindra & Mahindra, covering at least six vehicle models.
* Production Timeline: Series production for the new systems is scheduled to commence in 2027.
* Core Technology: The systems will be powered by Mobileye's EyeQ6 High System-on-Chip (SoC).
* Robotics Acquisition: The company has finalized the acquisition of Mentee Robotics for a total consideration of approximately $900 million.
* Financial Forecast: Management's revenue outlook for the 2026 fiscal year stands between $1.90 billion and $1.98 billion.

Beyond its core automotive business, Mobileye completed the acquisition of Mentee Robotics on February 3. The transaction, valued at roughly $900 million, was structured with a $612 million cash component and approximately 26.3 million Class A ordinary shares.

This move answers a strategic question: how can the company extend its leadership in autonomous systems beyond the vehicle? The plan involves transferring its proprietary "Physical AI" technology—originally developed for self-driving cars—to the domain of humanoid robotics. This initiative allows Mobileye to diversify its technological portfolio and leverage its existing computer vision and artificial intelligence capabilities for new industrial applications.

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Financial Outlook and Upcoming Investor Events

Despite these operational advancements, the company's financial guidance for 2026 remains measured. The projected revenue range of $1.90 billion to $1.98 billion accounts for potential risks, including the impact of trade tariffs and uncertainties surrounding global automotive production volumes. The equity closed the most recent trading session at a price of $9.63 per share.

Further details regarding operational execution and long-term strategy are anticipated next month. The executive team is scheduled to present at the Morgan Stanley Technology, Media & Telecom Conference on March 4, followed by an appearance at the Loop Capital Markets Investor Conference on March 10.

Establishing a Foothold in a Key Growth Market

The partnership with Mahindra & Mahindra designates Mobileye as a direct Tier-1 supplier, providing its SuperVision and Surround ADAS systems across a broad vehicle lineup. The technological foundation for these systems is the EyeQ6 High SoC. The SuperVision package utilizes a configuration of eleven cameras to enable point-to-point autonomous driving capabilities, while the Surround ADAS system operates with a five-camera setup.

This agreement represents a significant strengthening of Mobileye's presence in India. The Indian automotive giant's decision underscores a growing trend toward adopting advanced driver-assistance systems in emerging markets.