Hong Kong · Delayed Price · Currency is HKD Robosense Technology Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 39.9% YoY to RMB 158.8M, with LiDAR shipments up 204.1% and robotics LiDAR volume surging 1,458.8%. Gross margin declined to 21.7% due to product transition, but management expects margin recovery as in-house chip production ramps up.
Fiscal Year 2025
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Achieved first-ever quarterly profit in Q4 2025, driven by explosive growth in robotics and digital LiDAR shipments. Full-year revenue rose 17.7% with gross margin up to 26.5%, while 2026 guidance targets 2–3x sales volume growth in both ADAS and robotics.
Fiscal Year 2024
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Revenue surged 47.2% year-over-year to RMB 1,648.9 million, led by ADAS LiDAR sales, while net loss narrowed by 88.9% to RMB 481.8 million due to improved margins and share conversion. Gross margin rose to 17.2% and R&D expenses declined.
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Revenue grew 54.7% year-over-year to RMB 407.9 million, led by strong ADAS LiDAR sales and improved gross margin. Net loss narrowed by 77% to RMB 83.2 million, while R&D and sales expenses rose but became more efficient as a percentage of revenue.