Alchemy Labs Inc. (TSXV: ALCH), a Canadian nanotechnology company focused on protective solutions for the automotive and defence industries, has announced a two-year supply agreement with an existing U.S. automotive glass partner to distribute its ExoShield® GT3+ windshield protection film through the dealership channel in Texas. The agreement grants the partner exclusive distribution rights within that channel across the state, launching initially through two GMC and Toyota dealerships. The deal represents a strategic push into dealership-based sales environments, which the company describes as a relatively new growth channel for ExoShield's aftermarket business.

Key Points

  • Alchemy Labs Inc. (TSXV: ALCH) is a Kitchener, Ontario-based nanotechnology company
  • Two-year volume-based supply agreement signed with a U.S. partner for ExoShield® GT3+ film in the Texas dealership channel
  • Program launches through two dealerships initially, with additional locations expected; partner has completed four days of on-site training with three employees certified
  • Investors may watch for quarterly rollout updates and further dealership expansion activity from the partner

ExoShield® GT3+ Enters Texas Dealership Network Through Established Partner

Under the agreement, the U.S. partner will purchase ExoShield® GT3+ windshield protection film under a volume-based program and holds exclusive distribution rights within the automotive dealership channel in Texas. The program is scheduled to commence in November 2026, with quarterly reviews planned to support the rollout and address additional training and expansion requirements. Each installation under the dealership program will also include the purchase of an ExoShield Glass Protection Warranty, which the company notes provides an additional revenue opportunity per installation.

Dealership Channel Marks a Distinct Growth Avenue for Alchemy's Automotive Business

Alchemy describes the dealership channel as a relatively new opportunity within ExoShield's aftermarket business, distinct from its existing installer and automotive service partner network. The company's release states that many of its current partners already maintain dealership relationships through glass, tint, and related aftermarket services, creating a pathway for introducing ExoShield into new vehicle sales environments. The partner has also indicated intentions to pursue additional dealership relationships beyond its existing regional network, suggesting potential for further volume growth, though no specific figures were disclosed.

ULTRA Pro Portfolio Expansion Supports Broader Addressable Market Strategy

Alchemy also noted that its ULTRA Pro vehicle-specific kit portfolio has expanded to more than 40 supported vehicle models across 17 kits, up from more than 20 supported models announced in August 2026. The expansion included major GM pickup and SUV platforms. The company's release states that ExoShield GT3+ and ULTRA products contributed to improved automotive product mix and gross margins during the second quarter of 2026, though specific margin figures were not provided in this announcement.