Lens Technology (300433) Q2 2025 earnings summary

Executive summary

• Revenue for the first half of 2025 reached ¥32.96 billion, up 14.18% year-over-year; net profit attributable to shareholders was ¥1.14 billion, up 32.68% year-over-year; basic EPS was ¥0.23, up 35.29%.

• All major business segments achieved growth, with significant advances in AI-enabled consumer electronics, smart automotive, and wearable devices.

• Successfully completed H-share listing on the Hong Kong Stock Exchange in July 2025, raising capital for global expansion.

Financial highlights

• Operating income: ¥32.96 billion, up 14.18% year-over-year.

• Net profit attributable to shareholders: ¥1.14 billion, up 32.68% year-over-year.

• Net profit excluding non-recurring items: ¥940 million, up 41.85% year-over-year.

• Operating cash flow: ¥4.33 billion, up 28.43% year-over-year.

• Gross margin: 14.22%, nearly flat year-over-year.

• R&D investment: ¥1.64 billion, up 29.15% year-over-year.

Outlook and guidance

• Management expects continued growth in AI, smart automotive, and wearable segments, leveraging new product launches and global expansion.

• Ongoing focus on vertical integration, technology innovation, and international market penetration.