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Doosan Robotics (A454910) investor relations material
Doosan Robotics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue surged 290% year-over-year in 2Q26, driven by large-scale orders and ONExia contributions.
North America Solutions accounted for 53% of revenue in 1H26, reflecting strategic regional expansion.
DRA revenue in the Americas rose 127% year-over-year, with EOL performance up 130%.
Ongoing investments in AI-driven industrial humanoids and expansion of product lines and regional presence.
Financial highlights
2Q26 sales reached KRW 17,674 million, up 15.6% sequentially and 290% year-over-year.
Operating loss narrowed year-over-year by KRW 1,233 million but widened sequentially.
EBITDA loss improved by KRW 2,830 million year-over-year but declined sequentially.
Net income loss improved by KRW 3,774 million year-over-year but worsened sequentially.
Net debt improved by KRW 51,054 million year-over-year.
Outlook and guidance
2026 sales expected to grow 50% year-over-year, supported by EOL growth and facility expansion.
Continued focus on scaling North America business and strengthening AI robot solutions.
Anticipated results from government robotics support programs by 3Q26.
- 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 - Revenue up 190% year-over-year in 1Q26, driven by automation and North America growth.A454910
Q1 202610 Jun 2026
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