CompanyClean motion
TickerCLEMO
ListFirst North
Market cap33 million SEK
Share price0.276 SEK at time of publication
Market Size$24,5 billion by 2023
IndustryElectric last mile delivery
Websitehttps://cleanmotion.se/
ESGFIRE analysis:
Buckle up, sustainability enthusiasts—Clean Motion is charging into the spotlight and ESGFIRE will break down the implications of its two latest game-changing partnerships with Airmee and Citymail. The Swedish cleantech star, known for its solar-powered EVIG delivery vehicle, just dropped two bombshell press releases that could turbocharge its growth. Partnerships with CityMail and Airmee are lighting up the horizon, with potential orders ranging from a tidy 100 vehicles in the short term to a jaw-dropping 3,950 in the long run. And that’s just from these two players—whispers of other undisclosed deals suggest this is only the beginning. Let’s unpack the numbers, the impact, and why this could be a game-changer for Clean Motion and eco-conscious investors alike.
The Spark: Short-Term Orders from CityMail and Airmee
Clean Motion’s EVIG—a sleek, zero-emission beast with a 2,500-liter cargo hold and 350 kg capacity—has caught the eye of logistics heavyweights.
-CityMail, Sweden’s postal titan serving six million recipients with a 1,500-vehicle fleet, kicked off trials on March 12, 2025.
-Airmee, a logistics disruptor with an estimated partner fleet of over 6000 vehicles have begun testing in Gothenburg ahead of a Spring 2025 expansion which was announced on March 6th.
Short term orders potential from Airmee and Citymail
-CityMail: If tests succeed they could adopt 50-100 EVIGS’ initally given their sustianability focus this is a strong possibility.
-Airmee: With a vast fleet 50-200 Units is realistic.
Total short-term range? 100 to 300 vehicles. At a mid-point of 150 (30 from CityMail, 70 from Airmee), the financials pop:
– Revenue: 150 × 220,000 SEK = 33M SEK (~$2.9 M USD)
– Profit: 150 × 33,000 SEK (15% margin conservative estimate) = 4.9 M SEK (~$490K USD)
For context, Clean Motion’s 2023 revenue was $1.6M. This could nearly double that in one swoop—a sizzling start for a company listed on Nasdaq First North Growth Market.
The Blaze: Long-Term Potential Could exceed expectations
Now, let’s turn up the heat. Airmee’s real fleet size is a whopping 6,400 vehicles when you count their partner network across Sweden and Denmark (based on prior ESG Fire estimates, rounded from 6,411). With each vehicle handling ~25 deliveries daily, this logistics web is primed for a green overhaul. CityMail’s 1,500-strong fleet also presents a huge electricifaction opportunity.
Projected long term adoption 2-3 years
-Airmee: If partners adopt EVIGs at 50% of their 6,400 fleet, that’s 3,200 vehicles. Even a cautious 1,000 is within reach over time.
-CityMail: A 50% shift to EVIGs means 750 vehicles.
Combined ceiling? 3,950 vehicles. The payout at that scale is electrifying:
– Revenue: 3,950 × 220,000 SEK = 869M SEK (~$82.76M USD)
– Profit**: 3,950 × 33,000 SEK = 130.35M SEK (~$12.41M USD)
Even at a conservative 1,000-unit total (500 each) clean motion nets 220M SEK in revenue and 33M SEK in profit. That’s not growth—that’s a full-on transformation. One interesting aspect is that the company based on our calculations could become profitable by as little as 240 vehicles per year. That means that with only one successfull rollout the company turns into a profitable cleantech company.
Hidden Embers: More Deals on the horizon
Here’s the kicker: CityMail and Airmee are just the opening act. Clean Motion’s got several undisclosed cooperations simmering with other companies, each with fleets itching for a sustainable upgrade. We’re not spilling those beans yet, but it’s safe to say the EVIG’s solar-powered charm (0-23 g CO₂ eq/km) is turning heads far beyond Sweden’s borders.
Why this stock is hot
The EVIG isn’t just a vehicle—it’s a statement. Priced at 220,000 SEK with a 50% gross margin, Clean Motion’s pocketing 110,000 SEK per unit before expenses, locking in a tidy 15% profit (33,000 SEK). Scale that to thousands of units, and you’ve got a cash machine that’s also slashing urban emissions. For investors, this is catnip: a Nasdaq-listed cleantech firm with a proven product, poised to ride the ESG wave as logistics giants decarbonize. A
The ESGFIRE take
Clean Motion is on the cusp of something massive. Short-term orders of 100-300 vehicles could jolt their financials, but the long-term potential—nearing 4,000 units from just two partners—could redefine their trajectory. Toss in those mystery deals, and we’re staring at a cleantech supernova. This isn’t just about deliveries; it’s about delivering a greener future—and a hefty return for those who see the spark early. Keep your eyes on Clean Motion—this fire’s just getting started. Clean Motion is sitting at a market cap below 40 MSEK or 4 MUSD hence the valuation poses a big risk reward for brave investors willing to take a risk that just one of these big trials will lead to a client.
About ESGFIRE
ESGFIRE is an investment company and research firm that focuses on ESG companies with either an environmentally friendly service or product. ESGFIRE has a performance record of over 1000 % returns since 2018.
Contact details
Website: www.esgfire.com
Group CEO: Filip Erhardt
Email: Filip@esgfire.com
Telephone:+46701609605
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