Robosense Technology Q4 Profit Challenges Longer Term Loss Narrative For SEHK 2498

Simply Wall St.03-26

Robosense Technology (SEHK:2498) closed FY 2025 with fourth quarter revenue of C¥750.7 million and basic EPS of C¥0.24, while the trailing twelve months showed revenue of C¥1.9 billion and a basic EPS...

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Over recent quarters, revenue has moved from C¥513.9 million in Q4 FY 2024 to C¥750.7 million in Q4 FY 2025, with quarterly EPS shifting from a loss of C¥0.30 to a profit of C¥0.24. For investors, the mix of higher quarterly revenue, a swing to quarterly profitability, and an...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1179":"电子设备和仪器","02498":"速腾聚创"},"translate_title":"Robosense Technology第四季度利润挑战SEHK 2498的长期亏损叙述","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02498":0.9},"content_text":"Robosense Technology (SEHK:2498) closed FY 2025 with fourth quarter revenue of C¥750.7 million and basic EPS of C¥0.24, while the trailing twelve months showed revenue of C¥1.9 billion and a basic EPS loss of C¥0.32. Over recent quarters, revenue has moved from C¥513.9 million in Q4 FY 2024 to C¥750.7 million in Q4 FY 2025, with quarterly EPS shifting from a loss of C¥0.30 to a profit of C¥0.24. For investors, the mix of higher quarterly revenue, a swing to quarterly profitability, and an unprofitable trailing twelve month result places attention on how durable these margins prove to be. See our full analysis for Robosense Technology. With the headline numbers set, the next step is to see how these results compare with the prevailing growth and risk narratives that have built up around Robosense Technology over the past year. See what the community is saying about Robosense Technology SEHK:2498 Earnings & Revenue History as at Mar 2026 AdvertisementRevenue climbs to ¥750.7m, losses still ¥145.9m over 12 months  Q4 FY 2025 revenue came in at ¥750.7m with net income of ¥106.1m, yet on a trailing 12 month basis the company still recorded a net loss of ¥145.9m on ¥1.9b of revenue and a basic EPS loss of ¥0.32. Consensus narrative highlights strong growth potential, with forecast revenue growth of 26.4% per year and earnings growth of 44.73% per year, but these forecasts sit against the reality that trailing 12 month results are still loss making and Q4 profitability alone has not yet flipped the full year into the black.\n     Losses have narrowed over five years at about 7.6% per year, which lines up with the idea of improving economics. However, the latest trailing 12 month net loss of ¥145.9m shows the path to sustained profits is not complete. The shift from a Q4 FY 2024 net loss of ¥130.5m to a Q4 FY 2025 net profit of ¥106.1m supports the view that margins are improving, but the trailing 12 month loss is a reminder to check whether this shift is due to one strong quarter or a trend across the full year.    Swing from Q3 loss to Q4 profit tests the bullish case  Within FY 2025, net income moved from a loss of ¥101.0m in Q3 and ¥99.6m in Q1 to a Q4 profit of ¥106.1m, alongside quarterly revenue moving between ¥327.8m and ¥455.4m in the first three quarters and ending the year at ¥750.7m. Bulls argue that expanding robotics and smart infrastructure revenue can push margins well above industry norms, and Q4 numbers give some support to that view, but the full year still shows pressure from high costs and earlier losses.\n     The bullish narrative leans on robotics and non automotive LiDAR revenue growth of about 185% and gross margin in that segment rising from 26.1% to 45%, which fits with the idea that a mix shift toward these projects helped Q4 move into profit. At the same time, LiDAR for ADAS applications recorded a revenue decline of about 18% year on year and R&D expenses remained high at 36.3% of revenue, which challenges the bullish idea that scale has already solved profitability concerns across the whole business.    Bulls point to the Q4 profit and fast growing robotics revenues as signs the story is just getting started, while the trailing losses and heavy R&D spend suggest the route to durable earnings is still a work in progress. That tension is exactly what the more optimistic Robosense followers are debating in their detailed case for the stock. 🐂 Robosense Technology Bull Case DCF fair value at HK$15.18 vs share price of HK$32.60  The DCF fair value in the data is HK$15.18 per share compared with a current share price of HK$32.60, while the stock trades on a P/S of 7x, below the peer average of 10.4x but well above the Hong Kong Electronic industry average of 0.4x, and the allowed analyst price target is HK$48.09. Bears highlight that the share price sits above the DCF fair value and well above the industry P/S level, and the valuation gap looks more pointed given the business is still unprofitable on a trailing 12 month basis despite narrowing losses.\n     The combination of a trailing 12 month net loss of ¥145.9m and a share price that is more than double the HK$15.18 DCF fair value strongly supports the cautious view that cash flow expectations embedded in the current price are demanding. Even though the analyst target of HK$48.09 implies upside from HK$32.60, bears can still point to the 7x P/S against a 0.4x industry level and the ongoing loss profile as reasons to question how comfortably the stock fits into value focused portfolios.    Skeptics focus on the gap between the HK$32.60 share price and the HK$15.18 DCF fair value, using the trailing loss and premium P/S to argue that expectations may be running ahead of fundamentals for now. 🐻 Robosense Technology Bear Case Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Robosense Technology on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. The mixed views in this article highlight how split sentiment can be around Robosense Technology, so move quickly and look through the numbers yourself to test the narrative. To round out that picture and see what has investors optimistic, take a closer look at the 3 key rewards. See What Else Is Out There Robosense Technology still reports a trailing 12 month net loss of ¥145.9m, carries a 7x P/S against a 0.4x industry level, and remains unprofitable despite Q4 progress. If that mix of ongoing losses and a premium valuation makes you cautious, you may wish to compare it with companies trading on more grounded expectations using the 229 high quality undervalued stocks.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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