Black Sesame Flags Wider Revenue, Narrowing Operating Loss but Steep 2025 Net Loss

Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potentialBlack Sesame International Holding Limited ( (HK:2533) ) has provided an update. Black Sesame International Holding expects to report more than RMB800 million in revenue for 2025, representing growth of over 68.7% year-on-year, driven by larger-scale mass production of its advanced driver assistance solutions in passenger vehicles and volume deliveries in L2–L3 commercial vehicles and L4 unmanned logistics, as well as a sharp rise in robotics revenue. Despite this strong top-line momentum, the group forecasts a net loss of up to RMB1,480 million due to heavier investment in AI and computing power, sizeable share-based compensation charges, and reduced fair value gains after preferred shares converted to ordinary stock, although operating losses are set to narrow by at least 14.4% thanks to higher gross margins and expanding robotics contribution, signaling improving operational efficiency but ongoing financial pressure for shareholders and investors. The company is still finalizing its 2025 annual results, which remain unaudited and subject to adjustment, with full figures to be released by the end of March 2026, and it has cautioned shareholders and potential investors to exercise care when trading its shares in light of the expected loss. The guidance underscores a strategic push into AI-intensive automotive and robotics applications that is accelerating revenue growth while prolonging the path to profitability, highlighting both the upside of scale in emerging mobility technologies and the capital intensity that may continue to weigh on earnings in the near term. The most recent analyst rating on (HK:2533) stock is a Sell with a HK$20.50 price target. To see the full list of analyst forecasts on Black Sesame International Holding Limited stock, see the HK:2533 Stock Forecast page. More about Black Sesame International Holding Limited Black Sesame International Holding Limited is a Cayman Islands-incorporated company listed in Hong Kong, operating in the automotive semiconductor and AI solutions space. The group focuses on advanced driver assistance systems and related computing platforms for passenger and commercial vehicles, and is also expanding into robotics, including unmanned logistics and higher-level autonomous applications. Average Trading Volume: 6,307,775 Technical Sentiment Signal: Sell Current Market Cap: HK$12.35B