ROBOTIS (108490) Q4 2025 earnings summary

Executive summary

• FY2025 revenue rose 29.6% YoY to KRW 38.94bn; operating income was KRW 3.35bn and net income KRW 5.30bn, reversing prior-year losses.

• Actuators remained the core business, while the autonomous-robot business was spun off into a wholly owned subsidiary on June 1, 2025.

• Strategy centers on robot platforms and Physical AI, including AI Worker and a planned Action-data factory business.

Financial highlights

• Consolidated revenue KRW 38.94bn, up 29.6% YoY; gross profit KRW 24.31bn versus KRW 16.25bn in FY2024.

• Operating income KRW 3.35bn versus a KRW 2.97bn loss; net income KRW 5.30bn versus a KRW 3.04bn loss.

• Basic EPS KRW 385 versus a KRW 244 loss per share; diluted EPS KRW 384 versus a KRW 244 loss per share.

• Operating cash flow KRW 7.08bn; investing cash outflow KRW 196.29bn and financing cash inflow KRW 208.89bn.

Outlook and guidance

• Actuator sales have grown 15–20% annually, with management citing high gross profitability; no specific FY2026 financial targets were stated.

• Physical AI and Action-data collection, processing and sales are strategic growth priorities; AI Worker supports imitation learning and reinforcement learning for skilled industrial tasks.

• Outdoor autonomous-robot services are expected to require continued investment in infrastructure, testing and commercialization.