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Doosan Robotics (454910) investor relations material
Doosan Robotics Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 consolidated revenue rose 59.1% YoY to KRW 16,175mn, driven by strong North America Solutions performance.
Operating loss narrowed to KRW 13,404mn and EBITDA loss to KRW 10,250mn YoY; net loss widened to KRW 18,301mn.
Financial highlights
Revenue was KRW 16,175mn, up 59.1% YoY and down 8.5% QoQ.
Operating loss was KRW 13,404mn, improving KRW 1,861mn YoY; EBITDA loss was KRW 10,250mn, improving KRW 3,108mn YoY.
Net loss was KRW 18,301mn, worsening KRW 5,444mn YoY and KRW 5,509mn QoQ.
Outlook and guidance
2026 Doosan Robotics Americas sales expected to grow over 50% YoY, supported by continued EOL growth and facility expansion/relocation.
2027 target to unveil an Agentic Robot OS solution following physical AI collaboration with NVIDIA launched in June 2026.
- 2Q26 revenue up 290% year-over-year, 1H 2026 revenue flat, global expansion and losses narrowing.454910
Q2 2026 - Rapidly growing cobot leader with global reach, advanced tech, and ongoing investment in AI.454910
Corporate presentation - 3Q24 sales dropped 30% YoY, but US revenue surged and synergy plans target future growth.454910
Q3 2024 - 2024 sales fell amid global weakness, but 2025 expects 22% robot arm sales growth.454910
Q4 2024 - 1Q25 sales plunged 51% YoY amid tariff uncertainty, with focus shifting to AI and US expansion.454910
Q1 2025 - 2Q25 sales plunged 69% year-over-year, with deepening losses but strategic AI and M&A focus.454910
Q2 2025 - 3Q25 sales soared 124% sequentially, narrowing losses and boosting AI-driven robotics growth.454910
Q3 2025 - 2025 sales dropped 30% year-over-year, but Americas Cobot EOL sales grew 25% with strong 2026 outlook.454910
Q4 2025 - Revenue up 190% year-over-year in 1Q26, driven by automation and North America growth.454910
Q1 2026
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