HSAI Hesai Group (HSAI) Q2 FY26 earnings call
Hesai Group reported strong Q2 FY26 results, driven by continued growth in its core lidar business and the rapid commercialization of its Strategic Growth Initiatives (SGI). The company is transforming into a full-stack infrastructure platform for robotics and physical AI, with new revenue streams from actuation modules and spatial intelligence platform Cosmo.
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HSAI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| LiDAR shipments | 471K+This performance was supported by total lidar shipments of over 471,000 units for the first quarter with both broad-based ADAS and Robotic shipments more than doubling year-over-year.Source: earnings call transcript | 628K+Total lidar shipments reached over 628,000 units, up close to 80% year-over-year.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.