# Hesai: 3 Key Takeaways for Long-Term Investors

> Hesai's robotics revenue now exceeds 50% of sales, targeting $100m in 2027 growth.
- Title: Hesai: 3 Key Takeaways for Long-Term Investors | Shortify
- Summary: Hesai's robotics revenue now exceeds 50% of sales, targeting $100m in 2027 growth.
- Keywords: hesai, robotics, sgi revenue, non-automotive sales, robotic actuation modules, lidar pricing, The Motley Fool
- Source: The Motley Fool — https://fool.com/earnings/takeaways/2026/11/10/hesai-3-key-takeaways-for-long-term-investors
- Author: The Motley Fool Team
- Published: 2026-11-10T21:31:04+00:00
- Read time: 1 min
- Topics: hesai, robotics, sgi revenue, non-automotive sales, robotic actuation modules, lidar pricing, finance, money
## Non-Automotive Revenue Exceeds Half of Total Sales
Hesai's non-automotive robotics businesses generated over 50% of third-quarter revenue.

> Importantly, businesses beyond automotive lidar contributed more than 50% of our total revenues this quarter, reflecting our progress toward becoming a leading infrastructure platform for Robotics and Physical AI.
## Actuation Hardware Ramps to Supply Humanoid Robots
Robotic actuation module shipments reached 23,000 units in Q3, up 97% sequentially.

> In Q3, robotic actuation module shipments reached over 23,000 units, up 97% sequentially, bringing cumulative shipments to over 35,000 units.
## SGI Revenue Targets $100 Million in 2027
Management targets $100 million in SGI revenue for 2027, representing over 10% of total revenue.

> We maintain our expectation for SGI revenue to reach approximately USD 100 million or RMB 700 million in 2027, representing more than 10% of total revenue.
## Lidar Pricing Stabilizes for 2027
ADAS lidar pricing stabilizes after industry discounting, supporting margin profiles in 2027.

> Based on the contracts we've already signed for next year, we expect pricing for our cost-efficient ATX lidar to stabilize further, supporting a relatively stable margin profile in 2027 compared with 2026.
## Key takeaway

Hesai's non-automotive robotics revenue reached over 50% of total sales in Q3 2026, with management targeting $100 million in SGI revenue for 2027.