Nexa Dynamics Enters Robotics Market: A $1 Billion Deal and Investment Strategies

1. Nexa Dynamics Signs $1 Billion Dish-Return Robot Supply Contract

Nexa Dynamics signed a $1 billion contract with Myungryundang on August 5, 2025, to supply dish-return robots. The contract period is three months, representing 11.67% of Nexa Dynamics’ revenue in the first quarter of 2025.

2. Why the Dish-Return Robot Market?

Nexa Dynamics is pursuing business diversification into secondary batteries, smart factories, and industrial robots, in addition to its FPD manufacturing equipment business. This contract marks the first achievement in its industrial robot venture and is significant as it establishes a bridgehead for entering the growing service robot market.

3. Financial Status and Risks

Despite increased sales, Nexa Dynamics recorded operating and net losses in the first quarter of 2025. High debt ratio and increased short-term borrowings are also risk factors. This contract is unlikely to significantly improve short-term performance, and securing continuous orders and improving profitability are key.

4. Action Plan for Investors

• Short-term Investment: The contract can provide positive momentum in the short term, but a cautious approach is needed considering financial risks.
• Mid-to-Long-term Investment: Continuous monitoring of additional order contracts, the profitability of new businesses, and improvements in financial structure is crucial.