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[Click e-Stock] "T-Robotics Preparing to Enter Various Industries with AMR Advantage"

Yuanta Securities analyzed on October 31 that T-Robotics is preparing to expand into various industries with its autonomous mobile robots (AMR), which offer superior performance and pricing. The company did not provide an investment opinion or target price.

T-Robotics manufactures and sells logistics robots, as well as vacuum robots and vacuum transfer modules for the semiconductor and display sectors. Kwon Myungjun, a researcher at Yuanta Securities, stated, "T-Robotics' AMRs have a track record of large-scale deliveries to secondary battery companies," adding, "This means that more than 100 AMRs are operated in an integrated manner." He further noted, "This could make T-Robotics a top choice not only for secondary battery companies but also for businesses that own or plan to operate large-scale factories."

The expansion of the AMR lineup is also seen as a positive factor. He explained, "The company has developed its own unmanned forklift, which is a type of AMR, and is currently in discussions regarding overseas market entry with foreign companies." He emphasized, "Since unmanned forklifts can move within racks of various heights, it is easy to provide customized solutions for each client."

Another positive aspect is the in-house development of AMR software. He said, "Compared to existing foreign software, T-Robotics' solution is known to have superior responsiveness and safety," adding, "This enables the supply of turnkey products that integrate both hardware and software, which strengthens price competitiveness."

He concluded, "Based on these strengths, T-Robotics is preparing to enter a wide range of industries, including automotive, auto parts, pharmaceuticals, bio, electrical, electronics, and defense, in addition to secondary batteries. Some of these efforts are already becoming visible." He explained, "2026 is expected to be a year when revenue growth from non-secondary battery clients can be confirmed."


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