Following the Chinese New Year break, RoboSense's shares surged by as much as 15% during the morning trading session on 20 Feb. 2026. This strong market rally follows the company's issuance of a Profit Alert on the day before, announcing an expected first-ever quarterly net profit of not less than RMB 60 million for Q4 2025.
Image source: RoboSense
This achievement marks a new chapter in our financial trajectory, driven by a deliberate strategic expansion beyond the automotive sector into the high-growth, high-margin robotics market.
The anticipated Q4 net profit characterizes a unique path to profitability defined by the explosive growth of RoboSense's LiDAR for Robotics:
l Explosive Growth in Robotics: In 2025, RoboSense's LiDAR sales in the robotics sector surpassed 303,000 units, a staggering 1,142%+ year-on-year increase compared with 2024. This surge solidifies our global leadership as the dominant supplier in the robotics business.
l A Balanced, Resilient Portfolio: In Q4 2025, out of the total 459,600 units sold, robotics applications accounted for 221,200 units — effectively reaching parity with our LiDAR sales for ADAS. This diversified 1:1 revenue mix provides RoboSense with greater resiliency and significantly higher margin potential.
l Guidance Fulfillment & Strategic Discipline: During our Q3 earnings call, RoboSense provided clear guidance for a profitable Q4. Today's announcement marks the on-time fulfillment of that commitment, demonstrating exceptional operational predictability and the success of our long-term strategic positioning.
According to the company's latest disclosure, this financial turnaround is primarily attributed to the continuous increase in LiDAR product sales throughout FY2025, alongside optimized financial asset management.
RoboSense said it believes its ability to monetize the automotive sector and the robotics boom offers a compelling narrative on the future of the LiDAR industry — marking a strategic direction toward a dual-engine growth model characterized by diversified profitability.
