EMRO (058970) Investor presentation summary

Business overview

• Delivers Korea's top SRM solution, integrating procurement, ERP, and CRM for supply chain excellence.

• Serves 580+ customers, including major conglomerates in electronics, automotive, chemicals, and public sectors.

• Offers AI-driven, cloud-based SaaS and on-premise SRM solutions, covering the full procurement lifecycle.

• Drives procurement transparency, productivity, and cost optimization, with 3-5% cost savings and 50% faster task execution.

• Business model features recurring revenue from licenses, SaaS subscriptions, and ongoing enhancements.

Product and technology

• Comprehensive platform supports design-to-source, source-to-contract, procure-to-pay, supplier management, and analytics.

• Integrates agentic AI tools for conversational procurement, automated RFX drafting, and supplier evaluation.

• Proven AI use cases include BOM optimization, price validation, demand forecasting, and risk management.

• Caidentia 1.0 launched as an AI-powered SRM SaaS platform, targeting large and mid-sized enterprises.

• Technology roadmap advances toward expert-level AI agents for autonomous procurement tasks.

Financial performance

• FY2025 revenue reached KRW 84.0B, a record high for the seventh consecutive year, with 15.3% CAGR.

• Tech-based revenue grew 29.3% YoY to KRW 34.0B, now 40.5% of total revenue.

• Operating profit was KRW 0.91B in FY2025, reflecting heavy investment in overseas expansion.

• EBITDA declined due to strategic global investments, with adjusted EBITDA at KRW 4.86B.

• Remaining performance obligations at Dec 2025 were KRW 79.3B.