https://www.toyota-industries.com/investors/2024_2Q_supplementary_E.pdf
Page 5.
The forklift value chain is $762.7B yen, about $5B US. If this is business outside of forklift sales......
I haven't completely digested all these numbers, but if ELVA taps into 10% of the 470,000 forklifts that just under $1B US.