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Alibaba Health Information Technology (241) investor relations material
Alibaba Health Information Technology H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue grew 12.0% year-over-year to RMB34,255.1 million, driven by pharmaceutical direct sales and digital services.
Net profit increased 35.2% year-over-year to RMB1,936.3 million; adjusted net profit rose 19.3% to RMB2,326.2 million.
Taobao and Tmall Healthcare Platform saw rising annual active users and merchant participation.
Launched "Hydrion," a large medical AI model, expanding smart healthcare infrastructure.
Financial highlights
Gross profit reached RMB8,210.1 million, up 10.5% year-over-year; gross margin was 24.0%.
Fulfillment, selling, and marketing expenses increased, but as a percentage of revenue, both declined, reflecting improved efficiency.
Basic EPS was RMB12.02 cents, up from RMB8.91 cents; diluted EPS was RMB11.95 cents.
Cash and cash equivalents rose to RMB5,434.1 million from RMB2,218.3 million.
Final dividend of RMB5.95 cents and special dividend of RMB13.52 cents per share proposed.
Outlook and guidance
Plans to deepen AI integration and expand the closed-loop healthcare ecosystem.
Focus on enhancing accessibility, efficiency, and new "AI + Healthcare" models.
- Revenue and net profit surged, with strong digital health and e-commerce growth; margin improved.241
H1 202611 Dec 2025 - Net profit jumped 72.8% on 10.2% revenue growth, led by e-commerce platform gains.241
H1 20251 Dec 2025 - FY2025 net profit jumped 62.2% on 13.2% revenue growth, led by digital health expansion.241
H2 20256 Jun 2025
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