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Robosense Technology Co., LtdSEHK:2498 Stock Report

Market Cap HK$15.8b
Share Price
HK$33.48
HK$39.31
14.8% undervalued intrinsic discount
1Y-8.0%
7D0.5%
Portfolio Value
View

Robosense Technology Co., Ltd

SEHK:2498 Stock Report

Market Cap: HK$15.8b

Robosense Technology (2498) Stock Overview

An investment holding company, provides LiDAR and perception solutions in the People’s Republic of China and internationally. More details

2498 fundamental analysis
Snowflake Score
Valuation4/6
Future Growth5/6
Past Performance0/6
Financial Health5/6
Dividends0/6

2498 Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Robosense Technology Co., Ltd Competitors

Price History & Performance

Summary of share price highs, lows and changes for Robosense Technology
Historical stock prices
Current Share PriceHK$33.48
52 Week HighHK$46.50
52 Week LowHK$29.26
Beta-0.010
1 Month Change-6.95%
3 Month Change0.24%
1 Year Change-8.02%
3 Year Changen/a
5 Year Changen/a
Change since IPO-22.14%

Recent News & Updates

Narrative Update May 05

2498: Robotaxi Wins Will Drive Loss Narrowing And Future Margin Recovery

Analysts have slightly trimmed their fair value estimate for Robosense Technology to about HK$39.31 from around HK$39.38, reflecting updated views on discount rate, revenue growth, profit margin, and a higher future P/E assumption. What's in the News RoboSense highlighted its role as a core partner across NVIDIA Jetson, DRIVE and Omniverse at GTC 2026, with its digital LiDAR products positioned as preferred perception solutions for a wide set of automotive and robotics partners, including BYD, Geely, Toyota, Lucid, Pony.ai, WeRide, Momenta, Agibot, Unitree, Galbot, Agile Robots and Neura Robotics (Key Developments).
Narrative Update Apr 10

2498: Robotaxi Partnerships And Narrowing Losses Will Support A Higher Earnings Multiple

Analysts have lowered their price target for Robosense Technology from around HK$61.15 to about HK$60.26, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News RoboSense highlighted its role as a core partner in NVIDIA's Jetson, DRIVE and Omniverse ecosystems at GTC 2026, positioning its digital LiDAR products as preferred perception solutions for automotive and robotics partners, including BYD, Geely, Toyota and Lucid (Key Developments).
Analysis Article Mar 27

Robosense Technology Co., Ltd (HKG:2498) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Robosense Technology Co., Ltd ( HKG:2498 ) came out with its annual results last week, and we wanted to see how the...
Narrative Update Mar 27

2498: Robotaxi Platform Wins Will Drive Margin Recovery And Narrowing Losses

Analysts have trimmed their price target for Robosense Technology to around HK$39 from about HK$40. This reflects updated assumptions for slightly lower revenue growth, a more conservative profit margin outlook, and a modestly adjusted future P/E multiple.

Recent updates

Narrative Update May 05

2498: Robotaxi Wins Will Drive Loss Narrowing And Future Margin Recovery

Analysts have slightly trimmed their fair value estimate for Robosense Technology to about HK$39.31 from around HK$39.38, reflecting updated views on discount rate, revenue growth, profit margin, and a higher future P/E assumption. What's in the News RoboSense highlighted its role as a core partner across NVIDIA Jetson, DRIVE and Omniverse at GTC 2026, with its digital LiDAR products positioned as preferred perception solutions for a wide set of automotive and robotics partners, including BYD, Geely, Toyota, Lucid, Pony.ai, WeRide, Momenta, Agibot, Unitree, Galbot, Agile Robots and Neura Robotics (Key Developments).
Narrative Update Apr 10

2498: Robotaxi Partnerships And Narrowing Losses Will Support A Higher Earnings Multiple

Analysts have lowered their price target for Robosense Technology from around HK$61.15 to about HK$60.26, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News RoboSense highlighted its role as a core partner in NVIDIA's Jetson, DRIVE and Omniverse ecosystems at GTC 2026, positioning its digital LiDAR products as preferred perception solutions for automotive and robotics partners, including BYD, Geely, Toyota and Lucid (Key Developments).
Analysis Article Mar 27

Robosense Technology Co., Ltd (HKG:2498) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Robosense Technology Co., Ltd ( HKG:2498 ) came out with its annual results last week, and we wanted to see how the...
Narrative Update Mar 27

2498: Robotaxi Platform Wins Will Drive Margin Recovery And Narrowing Losses

Analysts have trimmed their price target for Robosense Technology to around HK$39 from about HK$40. This reflects updated assumptions for slightly lower revenue growth, a more conservative profit margin outlook, and a modestly adjusted future P/E multiple.
Narrative Update Mar 12

2498: Robotaxi Design Wins Will Support Margin Recovery And Narrowing Losses

Analysts have slightly raised their fair value price target for Robosense Technology to about HK$40.13 from around HK$40.00, citing updated assumptions that include moderately lower discount rates, a small uplift in forecast revenue growth and profit margins, and a marginally lower future P/E multiple. What's in the News Robosense secured an exclusive design win to supply factory-installed digital LiDAR suites for Baidu Apollo Go's next-generation Robotaxi fleet, using its EM4 main LiDAR and E1 blind-spot LiDAR for 360-degree coverage in Level 4 autonomous mobility (Client announcement, 12 Mar 2026).
Narrative Update Feb 26

2498: Future Margin Improvements And Narrowing Losses Will Support Balanced Outlook

Analysts have lifted their fair value estimate for Robosense Technology from about HK$38.76 to roughly HK$40.00, citing updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Robosense Technology issued consolidated earnings guidance for the year ended December 31, 2025, based on preliminary unaudited management accounts for the Group.
Narrative Update Feb 07

2498: Board Review And Solid Margins Will Support A Higher Earnings Multiple

Analysts have nudged their price target on Robosense Technology higher to US$61.15 from US$59.83, citing updated assumptions for revenue growth, profit margins and future P/E that slightly adjust their view of the company’s risk and earnings potential. What's in the News Robosense Technology has scheduled a board meeting for November 25, 2025, to review the group’s third quarter results for the nine months ended September 30, 2025, and approve their publication (Key Developments).
Narrative Update Jan 24

2498: Future Profit Margins And P/E Reset Will Shape Fairly Balanced Outlook

Analysts have raised their price target for Robosense Technology to US$38.76 from US$38.27, reflecting updated assumptions that include stronger revenue expectations, improved profit margins, a slightly revised discount rate, and a lower projected future P/E multiple. What's in the News Robosense Technology has scheduled a board meeting for November 25, 2025, to review the Group's third quarterly results for the nine months ended September 30, 2025, and to approve their publication (Key Developments).
Narrative Update Jan 10

2498: Future Robotics Perception Breakthroughs Will Support A Higher Earnings Multiple

Analysts have lifted their price target for Robosense Technology from $56.03 to $59.83, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Board meeting scheduled for November 25, 2025, to review and discuss Robosense Technology's third quarter results for the nine months ended September 30, 2025, and to approve their publication (Key Developments).
Narrative Update Dec 26

2498: Future Robotic Perception Breakthroughs Will Shape Fairly Balanced Outlook

Analysts have modestly raised their price target on Robosense Technology, citing a slightly higher fair value estimate of approximately $38.27. This is supported by expectations for improved profit margins that more than offset a marginally lower revenue growth outlook and a reduced future price to earnings multiple.
Narrative Update Dec 12

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

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.
Narrative Update Sep 20

LiDAR Advancements Will Expand Robotics And Smart Cities

Analysts have raised RoboSense Technology’s price target to HK$47.45, citing strengthening market position, increasing confidence in embodied intelligence initiatives, and positive industry dynamics supporting improved valuation. Analyst Commentary Bullish analysts cite RoboSense's strengthening market position in robotics LiDAR as a key driver for future growth.
Narrative Update Sep 05

LiDAR Advancements Will Expand Robotics And Smart Cities

Despite upgrades in outlook driven by improved growth prospects, market penetration, and new embodied intelligence drivers, the consensus analyst price target for Robosense Technology has remained unchanged at HK$46.02. Analyst Commentary Increased confidence in RoboSense’s ability to strengthen its position in the robotics LiDAR market.
Analysis Article May 07

Revenues Tell The Story For Robosense Technology Co., Ltd (HKG:2498) As Its Stock Soars 32%

Those holding Robosense Technology Co., Ltd ( HKG:2498 ) shares would be relieved that the share price has rebounded...
User avatar
New Narrative Mar 22

Recruitment In AI And Chip Development Will Advance Future LiDAR Technology

RoboSense's solid-state LiDAR sales surge and improved gross margins position it for strong future revenue growth, driven by economies of scale and cost efficiencies.
Analysis Article Feb 27

Robosense Technology Co., Ltd (HKG:2498) Looks Just Right With A 57% Price Jump

Despite an already strong run, Robosense Technology Co., Ltd ( HKG:2498 ) shares have been powering on, with a gain of...
Analysis Article Jul 05

Robosense Technology Co., Ltd (HKG:2498) Shares Slammed 74% But Getting In Cheap Might Be Difficult Regardless

The Robosense Technology Co., Ltd ( HKG:2498 ) share price has fared very poorly over the last month, falling by a...
Analysis Article Jul 05

Robosense Technology Co., Ltd's (HKG:2498) Share Price Is Still Matching Investor Opinion Despite 74% Slump

Robosense Technology Co., Ltd ( HKG:2498 ) shareholders that were waiting for something to happen have been dealt a...

Shareholder Returns

2498HK ElectronicHK Market
7D0.5%10.4%1.1%
1Y-8.0%81.8%19.7%

Return vs Industry: 2498 underperformed the Hong Kong Electronic industry which returned 81.8% over the past year.

Return vs Market: 2498 underperformed the Hong Kong Market which returned 19.7% over the past year.

Price Volatility

Is 2498's price volatile compared to industry and market?
2498 volatility
2498 Average Weekly Movement6.1%
Electronic Industry Average Movement8.3%
Market Average Movement7.1%
10% most volatile stocks in HK Market15.1%
10% least volatile stocks in HK Market3.5%

Stable Share Price: 2498 has not had significant price volatility in the past 3 months compared to the Hong Kong market.

Volatility Over Time: 2498's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20141,800Chunchao Qiuwww.robosense.ai

Robosense Technology Co., Ltd, an investment holding company, provides LiDAR and perception solutions in the People’s Republic of China and internationally. The company offers LiDAR products for advanced driver assistance systems, robotics, cleaning, industrial, logistics, public services, inspection, and other applications. It also provides LiDAR perception solutions consisting of P6, an automotive-grade solid-state LiDAR L4 sensor fusion solution; V2X, a vehicle-to-road synergistic perception system; Reference solution, a ground truth system for ADAS applications; HyperVision 1.0, an artificial intelligence perception software; and AC1, a robotic vision product.

Robosense Technology Co., Ltd Fundamentals Summary

How do Robosense Technology's earnings and revenue compare to its market cap?
2498 fundamental statistics
Market capHK$15.81b
Earnings (TTM)-HK$167.99m
Revenue (TTM)HK$2.23b
7.1x
P/S Ratio
-94.1x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
2498 income statement (TTM)
RevenueCN¥1.94b
Cost of RevenueCN¥1.43b
Gross ProfitCN¥514.15m
Other ExpensesCN¥660.07m
Earnings-CN¥145.92m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)-0.31
Gross Margin26.49%
Net Profit Margin-7.52%
Debt/Equity Ratio11.8%

How did 2498 perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/09 20:15
End of Day Share Price 2026/05/08 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Robosense Technology Co., Ltd is covered by 27 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joey YangBofA Global Research
Ke QuCCB International Securities Limited
Jinman ShiChina Galaxy Securities Co., Ltd.