Foxconn Industrial Internet (601138) investor relations material

Executive summary

• Revenue for H1 2026 reached RMB 557.86 billion, up 54.63% year-over-year, driven by surging AI computing demand and increased market share with major clients.

• Net profit attributable to shareholders was RMB 23.74 billion, up 95.99% year-over-year, with core business profitability and order scale both improving.

• Cash flow from operating activities increased 425.32% year-over-year to RMB 7.39 billion, mainly due to higher sales collections.

• No interim dividend, bonus shares, or capital reserve transfer was proposed for the period.

Financial highlights

• Operating income: RMB 557.86 billion (+54.63% YoY); Net profit: RMB 23.74 billion (+95.99% YoY).

• Basic and diluted EPS: RMB 1.20 (+96.72% YoY); ROE: 13.36% (+5.72ppt YoY).

• Gross margin and profitability improved, with non-recurring gains of RMB 756 million mainly from asset disposals and government grants.

• Total assets at period-end: RMB 512.75 billion (+12.39% from 2025 year-end); Net assets: RMB 175.75 billion (+5.38%).

Outlook and guidance

• AI infrastructure investment globally is accelerating, with AI server shipments expected to grow 31% in 2026.

• The company will continue to focus on AI, cloud computing, and industrial internet, aiming to deepen cooperation with global cloud service providers and expand into new growth areas.

• Ongoing investment in R&D and digital transformation to maintain industry leadership and drive long-term growth.