https://toyotamaterialhandling-international.com/storage/E38817046CF22D1345FD326ED9F04099F556DED487BFEFEF156EC112FB2AC3D1/b3d6e377b74d43f3867fe0166b061fe2/pdf/media/1551b91492bc4565aa2a4f0e839e315d/TICOReport2023_E_full_view.pdf

based on info from the transcript, the new agreement is with Toyota Material Handling North America. 
TMHNA produced 98,000 units in 2023. ELVA was only getting 10% of Raymond's production, $32m in 2023.
With penetration expected to go to 50% by 2027, 2025  sales will be close to $100m.

https://toyotamaterialhandling-international.com/about-us/who-we-are

TMHI has 8 plants, the new agreement only cover 2, Greene and Columbus. 

the two attachment give good insight into the TMHI business structure.