RDC/BF sensor
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FORTIOR TECHNOLOGY(1304.HK):2026 BUSINESS OUTLOOK UPDATE
Ge Long Hui· 2025-11-27 19:03
We believe the recent share price correction upon disappointment ofrobotic ramp up delay is an over kill given the Company is wellpositioned for robust growth across its core business lines, withautomotive and industrial segments expected to lead in both revenueand margin expansion through 2026 and beyond. We forecastindustrial and automotive revenues to grow at 55%/75% CAGR over2025-27E driven by MCU demand expansion on the back of AI servercooling and smart driving/cockpit. Also, we believe the slowdown i ...