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Robosense Technology (2498) investor relations material
Robosense Technology H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved first profitable quarter in Q4 2025, with net profit of RMB103.7 million, reversing a net loss of RMB131.1 million in Q4 2024.
Annual net loss narrowed significantly to RMB145.0 million in 2025 from RMB481.8 million in 2024.
Total revenue for 2025 rose 17.7% year-over-year to RMB1,941.0 million, driven by strong growth in robotics-related LiDAR sales.
Robotics sector became a major growth engine, with revenue from robotics and others up 257.7% year-over-year.
Financial highlights
Q4 2025 revenue increased 46.1% year-over-year to RMB750.7 million; gross profit margin improved to 28.5%.
Full-year gross profit rose 81.3% to RMB514.2 million; gross margin improved to 26.5% from 17.2%.
Adjusted net loss (non-IFRS) for 2025 was RMB53.5 million, a substantial improvement from RMB395.6 million in 2024.
Cash and cash equivalents at year-end 2025 were RMB2,618.9 million.
Outlook and guidance
Confident in continued growth for 2026, targeting balanced revenue from ADAS and robotics sectors.
Annual production capacity for 4 million LiDAR units established to support future growth.
Strategy focuses on expanding into new markets and further strengthening digital LiDAR and semiconductor chip capabilities.
- Revenue up 121% and gross margin at 13.6%, with net loss down 65% on strong LiDAR sales.2498
H1 202413 May 2026 - Q3 2024 saw revenue and gross margin surge, with net loss narrowing 77% year-over-year.2498
Q3 202413 May 2026 - Revenue up 47.2%, net loss down 88.9%, and gross margin rose to 17.2% on strong ADAS LiDAR sales.2498
H2 202413 May 2026 - Revenue up 7.7% YoY, gross margin doubled, net loss narrowed, robotics drove growth.2498
H1 202513 May 2026 - Gross margin rose to 23.5% as robotics growth offset ADAS weakness; net loss narrowed 24%.2498
Q1 202513 May 2026 - Record LiDAR sales and margin gains in Q3 2025, with profitability targeted for Q4.2498
Q3 202513 May 2026
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