Shenzhen Camsense Technologies (6802) investor relations material

Executive summary

• Revenue for H1 2026 rose 41.4% year-over-year to RMB412.7 million, driven by strong sales of dTOF LIDAR and line laser sensor products.

• Net profit reached RMB12.0 million, reversing a loss of RMB4.2 million in H1 2025, reflecting improved profitability.

• Total shipments of LiDAR products exceeded 7.0 million units, with dTOF LIDAR shipments at 2.5 million units and line laser sensors at 4.0 million units.

• The company maintains a leading position in spatial sensing for robotic vacuums and is expanding into new robotics and industrial applications.

Financial highlights

• Revenue increased to RMB412.7 million from RMB291.9 million year-over-year, mainly due to dTOF LIDAR and line laser sensor sales.

• Gross profit nearly doubled to RMB76.6 million, with gross margin improving from 13.2% to 18.6%.

• dTOF LIDAR revenue surged 350% to RMB115.0 million; line laser sensor revenue rose 91% to RMB101.0 million.

• Triangulation LiDAR revenue declined 12.8% as customers shifted to dTOF LIDAR.

• Net profit for the period was RMB12.0 million, compared to a loss of RMB4.2 million in the prior year.

Outlook and guidance

• Plans to advance dTOF LIDAR technology and next-generation chips for enhanced performance and cost efficiency.

• Targeting expansion into yard robots, pool-cleaning robots, humanoid robots, drones, and smart factories.

• Aims to build a global brand and strengthen manufacturing capabilities, with a new Hong Kong subsidiary supporting international growth.