OneRobotics (6600) investor relations material

Executive summary

• Revenue grew 31.8% year-over-year to RMB522.4 million, driven by new product launches and expanded market penetration in Europe and North America.

• Gross profit increased 22.5% to RMB263.1 million, but gross margin declined to 50.4% due to adverse currency movements.

• The period ended with a net loss of RMB38.3 million, compared to a profit of RMB27.9 million last year, mainly due to foreign exchange losses and increased R&D investment.

• The company advanced its "One Brain, Multiple Embodiments" strategy, launching the OneModel 1.7 platform and commercializing the H1 humanoid home robot.

• Strategic investments and acquisitions were made in Hitbot Technology and Nanoleaf to strengthen end-effector capabilities and global distribution.

Financial highlights

• Revenue: RMB522.4 million, up 31.8% year-over-year.

• Gross profit: RMB263.1 million, up 22.5% year-over-year; gross margin at 50.4%, down from 54.2%.

• Net loss: RMB38.3 million, compared to a profit of RMB27.9 million in the prior year; basic and diluted EPS: RMB(0.16).

• R&D expenses: RMB101.7 million, up 73.3% year-over-year, representing 19.5% of revenue.

• Cash and bank balances: RMB1,476.8 million as of June 30, 2026.

Outlook and guidance

• Focus remains on advancing the "One Brain, Multiple Embodiments" architecture and expanding product delivery, especially the H1 robot.

• Plans to enhance data infrastructure, computing resources, and commercial deployment across home, sports, and companionship scenarios.

• Continued investment in R&D, global market expansion, and industrial collaboration under the "OneRobotics Embodied Intelligence Chain".

• Plans to improve R&D and operating efficiency and accelerate commercialization.