Doosan Robotics (454910) Q3 2026 earnings summary

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.