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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H1 202726 Nov, 2026
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