[Click e-Stock] "Emro Expected to Gain Additional SRM SaaS References"

On May 28, Hana Securities stated that Emro, an artificial intelligence (AI)-based supply chain management software company, is the only domestic firm capable of achieving meaningful results in the global Software as a Service (SaaS) market.

Lee Junho, a researcher at Hana Securities, explained, "Emro's global SRM SaaS solution, 'Caidentia,' signed its third contract with a top global PC manufacturer in April this year, demonstrating smooth progress." He further predicted, "If, in overseas markets, additional module contracts with existing clients and new contracts with new clients expand based on these references, royalty income is expected to increase rapidly."

Lee also analyzed, "The protectionist and reshoring policies led by U.S. President Donald Trump are likely to benefit Emro," adding, "We expect demand for purchasing and supply chain management (SRM) solutions to increase, especially in the manufacturing sector."

He emphasized, "For manufacturers facing cost structure pressures such as rising wages, there will be increasing demand to offset these cost increases through efficiency improvements in other areas," and noted, "SRM software, including Caidentia, can serve as a viable alternative."