Estun Q3 2025: Net Profit Doubles as Global Expansion Deepens

Detail

Jan, Sep 2025 highlights: revenue CNY 3.804 billion (+12.97% YoY); net profit CNY 29.00 million (+143.48% YoY); Q3 revenue CNY 1.255 billion (+4.78% YoY); Q3 net profit CNY 22.32 million (+232.35% YoY). Operating cash flow rose to CNY 293 million (+150.92% YoY).

Revenue and profit growth were driven by higher robot shipments and improved cash conversion. Estun remains the top domestic industrial robot exporter and continues to increase margins through product mix and operational efficiency.

Market traction in H1 2025: Estun held 10.5% share of the China industrial robot market, supporting a domestic localization rate of 55.3% in the sector.

Estun is scaling global operations: Europe HQ in Switzerland (Oct 2024), Italy subsidiary (May 2025), Germany subsidiary (June 2025), and a Poland production base (July 2025). Regional teams also operate in Turkey and Spain.

Product milestones signal technical maturity: a 1.2‑ton payload robot using a novel dual‑reducer architecture, a 3, 1200 kg product range across 96 models, and international certifications (CE, UL, functional safety standards).

In embodied intelligence, Estun’s subsidiary CoolZhuo launched the Codroid 02 humanoid (June 2025). The robot features fully self‑developed joint modules, balanced force and precision, online learning, and flexible task capabilities from heavy lifting to fine assembly and inspection.

Participation in major global trade shows (Automatica, EuroBlech, SPS, Metalex, Intermach, WIN EURASIA) has strengthened Estun’s channel partnerships and accelerated adoption in high‑end manufacturing.