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2498: Index Inclusion And LiDAR Standards Will Shape Balanced Future Prospects

Declining Automotive LiDAR Sales Will Deepen Margin Struggles

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2498
AnalystLowTarget
Not Invested
Published 07 Aug 2025

Update shared on 12 Dec 2025

Fair value Increased 12%
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AnalystLowTarget's Fair Value
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1Y
34.2%
7D
11.9%

Analysts have raised their price target on Robosense Technology to approximately $38.10 from about $34.07, reflecting improved expectations for revenue growth and profit margins, despite a slightly higher discount rate and a lower projected future price to earnings multiple.

What's in the News

  • Board meeting scheduled for November 25, 2025, to review and publish Robosense Technology's third quarter 2025 results for the nine months ended September 30, 2025 (Board Meeting)
  • Launch of the AC2 Robot Manipulation Eye, the latest Active Camera series product, featuring millimeter level dToF depth sensing, an ultra large field of view, and an AI Ready developer ecosystem, unveiled during the IROS 2025 salon in Hangzhou (Product Related Announcements)
  • Robosense Technology added to the S&P Global BMI Index, indicating increased visibility among global institutional investors (Index Constituent Adds)
  • China's draft Safety Requirements for intelligent and connected vehicles formally incorporates LiDAR into mandatory national standards, with Robosense's EMX digital LiDAR highlighted as exceeding the proposed performance benchmarks and already adopted by multiple OEMs (Client Announcements)
  • RoboSense to serve as an official sponsor of IROS 2025 in Hangzhou, where it will showcase its AC2 Active Camera, AI Ready ecosystem, and next generation digital LiDAR portfolio to more than 7,000 global robotics experts (Product Related Announcements)

Valuation Changes

  • The consensus analyst price target has risen moderately, increasing from HK$34.07 to approximately HK$38.10 per share, reflecting higher estimated fair value.
  • The discount rate has edged up slightly, moving from about 8.42% to roughly 8.74%, implying a marginally higher required return.
  • Revenue growth expectations have increased meaningfully, from around 40.4% to approximately 45.0%, signaling stronger top line momentum.
  • Net profit margin forecasts have improved significantly, rising from roughly 3.79% to about 7.62%, indicating better expected profitability.
  • The future P/E multiple has fallen markedly, declining from about 85.0x to roughly 57.9x, suggesting a lower valuation multiple applied to forward earnings assumptions.

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Disclaimer

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