Hong Kong · Delayed Price · Currency is HKD JD Health International Earnings Call Transcripts
Fiscal Year 2026
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H1 revenue reached CNY 40.9bn, with product revenue up 15.6% YoY and non-IFRS operating income up 40.3%. Margin gains continued for a ninth quarter; H2 growth is expected to exceed the industry, while supplements face headwinds.
Fiscal Year 2025
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Revenue grew 26.3% year-over-year to RMB 73.4 billion, with non-IFRS profit up 36.3% and gross margin at 24.8%. Strategic partnerships, AI-driven services, and expanded product offerings fueled growth, while the company sees significant market potential ahead.
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Revenue grew 24.5% year-over-year to RMB 35.3 billion, with non-GAAP net profit up 35%. AI-driven services and omnichannel retail expansion fueled user growth to 200 million, while gross margin and operating efficiency improved.
Fiscal Year 2024
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Revenue grew 8.6% to RMB 58.16 billion in 2024, with net profit up 15.9% and active users surpassing 183 million. The company expanded its omnichannel and AI-driven healthcare services, expects double-digit revenue growth in 2025, and continues to lead in B2C pharmaceuticals.
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Revenue grew 4.6% year-over-year to RMB 28.3 billion, with strong gains in core pharmaceuticals, service revenue, and user base. Gross margin and net profit reached record highs, driven by omni-channel expansion, digital innovation, and favorable policy support.