UBTECH Technology has signed a partnership with Terra Robotics, a European robotics integrator, appointing the firm as its exclusive distributor and strategic partner across the DACH region – Germany, Switzerland, and Austria. Terra Robotics has purchased an initial batch of dozens of UBTECH’s Walker series humanoid robots, which are already deployed in industrial settings including logistics centers operated by ROSSMANN, the European drugstore and personal care retailer.
The agreement marks UBTECH’s first structured commercial presence in Western Europe and signals a shift from the company’s earlier focus on domestic Chinese deployments toward international industrial customers.
The Walker S Series
The robots being deployed are from UBTECH’s Walker S line, a family of full-size humanoid systems designed for industrial use. The series currently comprises three models – Walker S, Walker S1, and Walker S2. The third-generation Walker S2 entered mass production and began deliveries in late 2025 and is now operational across multiple deployment scenarios.
UBTECH describes the Walker S series as embodied intelligent carriers built to address real-world industrial demand, with applications spanning logistics, automotive manufacturing, and materials handling.
Financial Performance and Commercial Scale
The European partnership comes against a backdrop of rapid revenue growth in UBTECH’s humanoid robotics division. Revenue from full-size embodied intelligent humanoid robots and solutions grew from 35.6 million yuan in 2024 to 821 million yuan in 2025 – a more than 22-fold increase – becoming the company’s largest single revenue stream within one year.
Full-year company revenue rose 53.3% to 2.001 billion yuan, with gross margin expanding 9 percentage points to 37.7%. The net loss narrowed by 31.9% to 790 million yuan. Cumulative sales of full-size humanoid robots reached 1,079 units in 2025, representing growth of more than 35,000% from the prior year’s base.
The pace of that growth reflects both the early-stage nature of the market and the speed at which industrial customers are beginning to place substantive orders rather than pilot commitments.
Europe as a Strategic Market
Retail logistics is a considered entry point for humanoid robots in Western Europe. Warehouses and distribution centers offer structured environments with defined task sets – picking, sorting, transporting goods – that align with the current capability profile of full-size humanoid systems. ROSSMANN operates over 4,700 stores across Europe, giving the deployment immediate commercial scale as a validation case.
The DACH region also carries strategic weight as a manufacturing and logistics hub. Germany in particular represents the largest industrial economy in Europe, and a successful deployment there provides a reference point for broader continental expansion. UBTECH has not disclosed the financial terms of the Terra Robotics agreement or the specific facilities where the initial robots are operating.