ROBOTIS (108490) Q2 2026 earnings summary

Executive summary

• H1 2026 revenue was KRW 27.213bn; operating loss was KRW 9.862bn and net loss KRW 7.321bn. Q2 alone recorded operating income of KRW 1.981bn and net income of KRW 2.626bn.

• Actuators generated 97.99% of H1 revenue; expansion priorities include humanoid platforms, dedicated actuators and physical-AI software.

Financial highlights

• H1 revenue rose from KRW 18.101bn in the prior-year period to KRW 27.213bn; gross profit was KRW 14.713bn versus KRW 11.122bn.

• H1 SG&A was KRW 24.575bn, including KRW 11.781bn in share-based compensation for employee performance rewards, recorded in Q1.

• H1 finance income was KRW 6.165bn and finance costs KRW 3.069bn; fair-value instrument valuation gains and losses were KRW 1.498bn and KRW 1.985bn, respectively.

Outlook and guidance

• Production-capacity investment for humanoids and DYNAMIXEL-Q is underway; expanded capacity and related sales are expected to become visible from early 2027.

• AI Sapiens humanoid and DYNAMIXEL-Q actuator are scheduled for formal market launches in H2 2026; Q-series mass production is planned in Uzbekistan from 2027.

• 2026–2028 priorities include globalizing DYNAMIXEL-Q, scaling the open-source AI Sapiens ecosystem, diversifying North American and Chinese sales, and commercializing AI Worker/data solutions.