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Chinese maker of industrial and collaborative robot arms for factory automation.
Chinese maker of industrial and collaborative robot arms for factory automation.
In one line: A Chinese Universal Robots/cobot challenger.
Moat: narrow (process know-how). In-house robot core-component and control-system development in a competitive, fast-growing domestic robotics market.
Headquarters: Shandong, China
Size Rokae (Shandong) Robotics (3752.HK) is a Hong Kong Industrials company (Industrial Machinery) with a market value of $1.52B, the 488th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$44.94 on 6 Nov 2026.
Growth Revenue grew 105.3% over the last twelve months (peer median +11.6%); the operating margin is -5.1% (peer median 8.6%).
Valuation It trades at 16.3× enterprise value to sales against a peer median of 2.2× (most expensive of 21).
Capital Return on invested capital runs 23.2 points below its cost of capital (17.4% WACC).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$855M | HK$566M | HK$355M | HK$296M | HK$178M |
| Revenue growth | — | +59% | +20% | +67% | — |
| Gross profit | HK$222M | HK$117M | HK$72.5M | HK$26.7M | HK$5.65M |
| EBITDA | -HK$32.6M | -HK$61.0M | -HK$114M | -HK$112M | -HK$155M |
| Net income | -HK$187M | -HK$194M | -HK$208M | -HK$174M | -HK$276M |
| Free cash flow | -HK$58.2M | -HK$100M | -HK$159M | -HK$117M | -HK$196M |
| Capital expenditure | HK$32.6M | HK$21.8M | HK$26.7M | HK$10.9M | HK$47.5M |
| Total debt | n/a | HK$2.31B | HK$1.80B | HK$1.65B | HK$1.05B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Rokae (Shandong) Robotics 3752.HK | $1.52B | n/a | +105% | -5% | 16.3× | n/a |
| Estun Automation 2715.HK | $3.79B | -9% | +13% | 4% | 5.9× | 28.7% |
| SIASUN Robot & Automation 300024.SZ | $3.12B | -11% | +11% | -7% | 5.3× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 3752.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.3% | -9.4% | 8th highest of 21 |
| Distance from 52-week high | -40.9% | -41.0% | 11th highest of 21 |
| Revenue growth (TTM) | +105.3% | +11.6% | highest of 21 |
| Operating margin | -5.1% | 8.6% | 2nd lowest of 21 |
| EV / Sales | 16.3× | 2.2× | most expensive of 21 |
| ROIC minus cost of capital | -23.2 pp | -2.5 pp | lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Rokae (Shandong) Robotics 3752.HK | Hong Kong | $1.52B | n/a | +105% | -5% | 16.3× | n/a | n/a |
| Jiangsu Huahong Technology Stock 002645.SZ | China | $1.52B | -38% | +57% | 5% | 1.0× | n/a | n/a |
| Jirfine Intelligent Equipment 301603.SZ | China | $1.53B | -12% | +43% | 15% | 3.0× | 28.5% | +26.7% |
| Changzheng Engineering Technology 603698.SS | China | $1.51B | -57% | -4% | 7% | 2.7× | n/a | n/a |
| CKD 6407.T | Japan | $1.54B | -40% | +11% | 14% | 1.4× | 12.4% | +8.1% |
| Ningbo Donly 002164.SZ | China | $1.49B | +49% | +5% | 5% | 6.6× | n/a | n/a |
| Ningbo Haitian Precision Machinery 601882.SS | China | $1.56B | -1% | +19% | 11% | 2.4× | 12.8% | +15.6% |
| Helios Technologies HLIO | United States | $1.56B | -30% | +14% | 13% | 2.1× | 11.2% | +9.9% |
| Okuma 6103.T | Japan | $1.56B | -16% | +15% | 9% | 0.9× | n/a | n/a |
| Quick Intelligent Equipment 603203.SS | China | $1.57B | -12% | +20% | 21% | 7.6× | 28.7% | +15.2% |
| Interroll INRN.SW | Switzerland | $1.47B | -11% | +2% | 13% | 1.9× | 1.4% | -0.6% |
| Shanghai Highly (Group) 600619.SS | China | $1.57B | -33% | +3% | 3% | 0.8× | 8.6% | +13.1% |
| Tofflon Science and Technology 300171.SZ | China | $1.57B | +4% | -2% | 6% | 1.3× | 8.0% | +14.0% |
| Crompton Greaves Consumer Electricals CROMPTON.NS | India | $1.47B | -26% | +12% | 8% | 1.6× | 20.5% | +11.0% |
| LU-VE LUVE.MI | Italy | $1.47B | -13% | +8% | 10% | 2.2× | 14.5% | +8.6% |
| Goodwin GDWN.L | United Kingdom | $1.46B | +16% | +2% | 13% | 15.7× | 47.7% | -12.1% |
| Shenzhen Qiangrui Precision Technology 301128.SZ | China | $1.46B | -47% | +56% | 10% | 4.0× | n/a | n/a |
| Hongyuan Green Energy 603185.SS | China | $1.46B | -34% | +14% | -15% | 1.3× | n/a | n/a |
| Qinchuan Machine Tool & Tool Group Share 000837.SZ | China | $1.46B | -14% | +8% | -4% | 2.3× | n/a | n/a |
| Qingdao Haier Biomedical 688139.SS | China | $1.58B | +6% | +12% | 9% | 3.7× | 20.7% | +10.8% |
| Tongyu Heavy Industry 300185.SZ | China | $1.59B | -17% | +6% | 4% | 2.1× | 6.3% | +3.1% |