1. What’s Happening with Soosan Robotics?

Soosan Robotics experienced a significant decline in revenue during the first half of 2025 compared to the same period last year. This downturn is attributed to a combination of factors, including a slowdown in the construction industry, a weakened Chinese market, and geopolitical risks. Both the attachment and specialized equipment businesses are struggling, and overseas markets are also facing difficulties.

2. Why is This Happening?

The primary causes are the global economic slowdown and the contraction of the Chinese construction market. Increased competition from low-priced Chinese products, the prolonged Russia-Ukraine war, and rising interest rates have also negatively impacted performance. Sanctions in certain regions and increased exchange rate volatility have further exacerbated the situation.

3. What’s the Solution?

Soosan Robotics needs to focus on cost efficiency and new product development. The company should actively target high-growth potential markets like the Middle East and India while implementing cost reduction measures to defend profitability. In the long term, Soosan Robotics must secure new growth engines and improve its financial structure to establish a stable foundation for growth.

4. Action Plan for Investors

  • Short-term strategy: Focus on improving profitability and targeting overseas markets. Be mindful of stock price volatility.
  • Mid-to-long-term strategy: Secure new growth drivers, improve financial structure, and stabilize the supply chain.

Despite these challenges, Soosan Robotics continues to invest in R&D and explore overseas markets. Investors should carefully consider the company’s diversification strategy and financial restructuring efforts when making investment decisions.