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Shenzhen Dobot (2432) investor relations material
Shenzhen Dobot H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Revenue reached RMB153.1 million for the six months ended 30 June 2025, up 27.1% year-over-year, driven by strong growth in six-axis cobot sales, expanded product offerings, and overseas expansion.
Net loss narrowed to RMB40.9 million, a 31.8% improvement year-over-year; adjusted net loss was RMB22.9 million, down 34.4%.
Launched new products including the CR30H heavy-payload cobot and DOBOT Atom humanoid robot, marking commercialization of embodied AI technology.
Strengthened strategic partnerships, notably with Tencent Cloud and YSB, to accelerate AI ecosystem development and industry applications.
Expanded global presence, with cumulative shipments exceeding 90,000 units and new subsidiary established in Malaysia.
Financial highlights
Revenue increased 27.1% to RMB153.1 million compared to the same period last year.
Gross profit rose 36.1% to RMB71.9 million; gross margin improved to 47.0% (49.4% excluding inventory write-downs).
Net loss reduced to RMB40.9 million from RMB59.9 million; adjusted net loss (non-IFRS) was RMB22.9 million.
Diluted/basic loss per share improved to RMB0.10 from RMB0.17.
Total assets at 30 June 2025 were RMB1,376.6 million; total equity increased to RMB1,011.7 million.
Outlook and guidance
Plans to accelerate commercialization of embodied intelligence, focusing on scenario-defined products and rapid technology iteration.
Targeting deeper penetration in vertical industries and expanding global market share, especially in Europe, the U.S., and Asia-Pacific.
Committed to global talent acquisition and building a high-quality, innovative workforce.
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