Alibaba Health Information Technology
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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.
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H2 2026 earnings summary14 May, 2026

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.

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Frequently asked questions

Alibaba Health Information Technology Limited is a China-based company specializing in healthcare-related technology and services. The company operates digital health platforms, offering online pharmaceutical retail, healthcare consultation, and medical services. It also develops and provides technology solutions for healthcare providers, including data analytics and digital infrastructure. The company is headquartered in Hong Kong, and its shares are listed on the Hong Kong Stock Exchange.