EMRO Surpasses KRW 60 Billion in Cumulative Revenue for the First Time in Q3 2025, Posting a 12.2% YoY Increase to KRW 63.97 Billion

- Cumulative revenue for the first three quarters of 2025 reached KRW 63.97 billion, up 12.2% YoY, maintaining solid growth momentum

- Technical support fee revenue increased 30.6% YoY, driven by a technical support service contract with Korea’s largest IT company and strengthened customer lock-in amid persistent global supply chain risks; demand for AI transformation and overseas subsidiary expansion also fueled growth

- To expand future growth areas centered on “Global” and “Agentic AI,” strengthening a sustainable growth foundation and enhancing corporate value

November 14, 2025 – Emro Inc. (KOSDAQ: 058970), Korea’s leading AI-based SRM software company, announced that its cumulative revenue for the third quarter of 2025 surpassed KRW 60 billion for the first time in the company’s history.

According to a regulatory filing on November 14, Emro reported cumulative consolidated revenue of KRW 63.97 billion for the first three quarters of 2025, representing a 12.2% increase year-on-year and marking a new all-time high. Operating profit and net income for the period amounted to KRW 1.43 billion and KRW 2.21 billion, respectively.

By revenue category, cumulative software license revenue for the first three quarters of 2025 reached KRW 6.0 billion, up 4.4% YoY, while cloud subscription fees increased 6.6% YoY to KRW 4.28 billion. In particular, technical support fees—recurring revenue generated annually from existing customers—rose 30.6% YoY to KRW 12.19 billion, serving as the primary driver of overall revenue growth.

This performance was driven by a combination of factors, including the signing of an operation and maintenance contract for a next-generation procurement system with Korea’s largest IT company, the intensification of global supply chain disruptions stemming from U.S. tariff policies, and the strengthening of customer lock-in effects amid accelerating AI-driven digital transformation. In practice, projects to further enhance digital procurement systems or expand them across subsidiaries and overseas entities have continued to increase among existing customers. At the same time, demand for adopting advanced AI technologies—such as Agentic AI—to innovate corporate procurement operations has been rising rapidly.

In response to these market trends, Emro is rolling out a range of AI agents embedded within its procurement systems and expanding real-world use cases of Agentic AI in the procurement domain. The company has also recently secured a major domestic defense contractor as a new client and is carrying out a project to transform enterprise-wide business processes—including procurement, sales, quality management, and business operations—based on Emro’s proprietary AI solutions, further demonstrating the scalability of its in-house AI technologies.

Demand for AI-based supply chain management solutions is also growing rapidly in overseas markets. A leading global PC and server manufacturer, which signed a contract earlier this year to adopt Emro’s AI-based Bill of Materials (BOM) automatic comparison and analysis solution, is currently reviewing the additional adoption of Agentic AI functionalities. Meanwhile, demos and proof-of-concept (PoC) projects centered on the Design-to-Source module of Emro’s global SRM SaaS solution, Caidentia, are actively underway with companies across various industries in North America and Europe.

As the global SRM solutions market continues to grow at a faster pace than other enterprise software segments and automation trends driven by Agentic AI gain traction, Emro expects to maintain stable long-term growth. The company plans to strengthen its sustainable growth foundation by focusing on “Global” and “AI” as core pillars, pursuing not only quantitative expansion but also qualitative growth.

An Emro spokesperson said, “We are seeing strong interest and demand for AI-based supply chain management solutions from companies across North America and Europe, and we are rapidly expanding our sales pipeline into diverse sectors including high-tech, automotive, industrials, life sciences, and consumer goods. Going forward, we will continue to enhance corporate value and profitability through expanded global order intake, the advancement of Agentic AI solutions, and the transition to a SaaS-based portfolio.”