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Doosan Robotics (A454910) investor relations material
Doosan Robotics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Consolidated revenue surged 190% year-over-year in 1Q26, driven by domestic government projects and EU expansion, with ONExia acquisition contributing significantly.
Parent-only revenue increased 80% year-over-year, reflecting robust project execution and customer growth.
SG&A expenses rose due to capacity expansion, relocation, and increased AI-related R&D hiring.
Financial highlights
1Q26 consolidated sales reached KRW 15,295 million, up 17.6% sequentially and 189.7% year-over-year.
Operating loss narrowed to KRW -12,069 million, improving by KRW 4,381 million quarter-over-quarter.
EBITDA loss improved to KRW -8,815 million, up KRW 5,359 million sequentially.
Net income loss reduced to KRW -9,165 million, a KRW 7,489 million improvement from the previous quarter.
Outlook and guidance
Launch of new AI solutions and North America expansion expected to drive solution mix to 46% in 2026.
Continued growth anticipated in automation solutions, supported by a USD 13.5 million backlog in the Americas.
Ongoing capacity expansion and hiring to strengthen North American presence.
- Rapidly growing cobot leader with global reach, advanced tech, and ongoing investment in AI.A454910
Corporate presentation10 Jun 2026 - 3Q24 sales dropped 30% YoY, but US revenue surged and synergy plans target future growth.A454910
Q3 202410 Jun 2026 - 2024 sales fell amid global weakness, but 2025 expects 22% robot arm sales growth.A454910
Q4 202410 Jun 2026 - 1Q25 sales plunged 51% YoY amid tariff uncertainty, with focus shifting to AI and US expansion.A454910
Q1 202510 Jun 2026 - 2Q25 sales plunged 69% year-over-year, with deepening losses but strategic AI and M&A focus.A454910
Q2 202510 Jun 2026 - 3Q25 sales soared 124% sequentially, narrowing losses and boosting AI-driven robotics growth.A454910
Q3 202510 Jun 2026 - 2025 sales dropped 30% year-over-year, but Americas Cobot EOL sales grew 25% with strong 2026 outlook.A454910
Q4 202510 Jun 2026
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