Beijing DeepZero Technology (2723) investor relations material

Executive summary

• H1 2026 revenue rose 43.6% YoY to RMB398.247m; profit for the period increased 125.2% to RMB8.195m, while adjusted net profit rose 30.6% to RMB17.462m.

• Listed on the Hong Kong Stock Exchange on 27 May 2026; commercialisation advanced with 20+ Agentic Software products and services and new contracts up over 300% YoY.

• Overseas revenue reached RMB95.2m, up 38.1% YoY, as offerings expanded across industries and markets.

Financial highlights

• Revenue was RMB398.247m, up 43.6% YoY; gross profit rose 30.3% to RMB97.754m.

• Profit from operations was RMB7.784m versus RMB1.550m; profit before tax was RMB7.695m versus RMB1.359m, and profit for the period was RMB8.195m versus RMB3.639m.

• Adjusted net profit, a non-IFRS measure excluding listing expenses, was RMB17.462m versus RMB13.367m; listing expenses were RMB9.267m versus RMB9.728m.

• R&D expenses rose 44.3% to RMB33.678m; selling and marketing expenses increased 9.9% to RMB25.267m, while administrative expenses were flat at RMB25.068m.

• Basic and diluted EPS was RMB0.10 versus RMB0.05.

Outlook and guidance

• The “Double-hundred” strategy shifts from validation to scaling, targeting more quality customers and deeper Agentic Software adoption and value per customer.

• Priorities include strengthening AI talent and the AI Product Manager + FDE deployment model, expanding overseas through platform partnerships, and pursuing strategic AI acquisitions prudently alongside organic growth.

• IPO proceeds are allocated through 31 December 2029 to R&D, domestic and overseas sales networks, strategic acquisitions and working capital; no specific material investment or capital asset plan was in place at 30 June.