While its share price faces significant headwinds, Xiaomi is aggressively pursuing technological innovation and shareholder support. The company’s recent demonstration of humanoid robotics and a sustained share repurchase program highlight its strategic ambitions, even as external pressures mount.
Financial Performance and Upcoming Catalyst
Investor attention is now fixed on March 24, 2026. On that date, Xiaomi’s board will convene to approve the company’s full-year 2025 results. A key item on the agenda is the potential approval of what would be Xiaomi’s first-ever final dividend since its initial public offering. The annual report is anticipated to provide critical clarity on the profitability trajectory of its core smartphone division and deliver a complete annual profit picture for its electric vehicle (EV) unit. This event stands as the next major milestone for the stock, offering a concrete assessment of whether the firm’s technological investments are translating into financial strength.
Humanoid Robotics: A Five-Year Vision
A focal point of Xiaomi’s innovation drive was showcased at the Mobile World Congress in Barcelona. President Lu Weibing presented two of the company’s self-developed humanoid robots, which completed a three-hour autonomous operation in Xiaomi’s own EV factory. The robots successfully handled the assembly of self-tapping nuts with a 90.2% success rate, crucially maintaining the production line’s cycle time of 76 seconds per vehicle.
The underlying technology relies on an internally built vision-language-action model featuring 4.7 billion parameters, integrated with reinforcement learning. This approach is designed to lessen dependency on manually curated training data. Lu Weibing tempered immediate commercial expectations, describing the robots as currently being “more like interns” without an official job role. The company has set a five-year target for mass deployment, with potential future applications in the household domain.
Market researchers at RBC Capital Markets estimate the global humanoid robot sector could be worth up to $9 trillion by 2050, identifying China as the largest single market.
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Electric Vehicle Growth and Mounting Pressures
Xiaomi’s foray into electric vehicles shows rapid volume growth. The company delivered approximately 410,000 vehicles in 2025, substantially surpassing its own forecast of 300,000 units. This segment achieved its first quarterly profit in Q3 of that year. For 2026, the group is targeting 550,000 deliveries, representing a 34% year-over-year increase.
However, investor reaction to this target has been muted. A persistent price war in China’s crowded EV market continues to squeeze industry-wide margins. Compounding this challenge is an escalating tax dispute in India. Authorities there have accused Xiaomi of customs evasion on royalty payments. A preliminary claim of $72 million could potentially swell to over $150 million with the addition of penalties and interest. Approximately $610 million of the company’s assets in the country remain frozen.
Share Buybacks Fail to Halt Decline
In a direct effort to counter the falling share price, Xiaomi has embarked on an aggressive share repurchase initiative. Last month alone, the company deployed more than HKD 3.2 billion to buy back its own stock—the highest level of buyback activity in over two years. Throughout the current year, Xiaomi has repurchased shares on nearly every trading day.
Despite this substantial financial commitment, the downward trend has persisted. The equity currently trades roughly 47% below its 52-week high of €7.07 and is down approximately 18% since the start of the year.
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