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Kingdee International Software Group Company (268) investor relations material
Kingdee International Software Group Company H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary12 Aug, 2025
Executive summary
Revenue rose 11.2% year-over-year to RMB 3,192.5 million in H1 2025, driven by strong cloud subscription growth and improved operational efficiency from AI integration.
Net loss attributable to owners narrowed by 55.1% year-over-year to RMB 97.7 million, with basic loss per share at RMB 2.78 cents, reflecting economies of scale and cost controls.
Cloud subscription revenue grew 22.1% year-over-year to RMB 1,684.3 million, now representing 52.8% of total revenue, with ARR up 18.5%.
AI-powered products and services were launched, contributing to business momentum and a contracted AI service value of RMB 150 million in H1.
Team size was reduced by 9% to improve efficiency, while capital income per capita rose by 90.4%.
Financial highlights
Gross profit margin increased by 2.4 percentage points to 65.6%, with gross profit at RMB 2,095.3 million.
Net operating cash outflow improved 89% year-over-year to RMB 18.2 million.
Administrative expenses rose 39% year-over-year due to headcount optimization, while R&D expenses decreased 3.9% year-over-year.
Subscription renewal rates remained high: 108% for large enterprises, 94% for mid-sized, and 93% for small enterprises.
No interim dividend declared for the period.
Outlook and guidance
Focus remains on "AI First, Subscription First, and Globalization" strategies to drive high-quality transformation and global leadership in enterprise management AI by 2030.
AI revenue is projected to account for 30% of total revenue by 2030.
Subscription and AI revenue together are targeted to reach 80%-90% of total revenue in the coming years.
International revenue is expected to reach 5%-10% of total revenue within three to five years.
Management targets profitability by 2025 and expects operating cash flow to exceed RMB 1 billion for the full year.
AI product pricing and H2 revenue contribution
Large enterprise business growth sustainability
International business growth and regional focus
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Next Kingdee International Software Group Company earnings date
H2 202517 Mar, 2026
Next Kingdee International Software Group Company earnings date
H2 202517 Mar, 2026
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Frequently asked questions
Kingdee International Software Group Company Limited is a provider of enterprise management software and cloud services. The company offers solutions such as enterprise resource planning (ERP), financial management, supply chain management, and human resources management software. It also provides cloud-based services to support digital transformation for businesses across various industries. The company is headquartered in Shenzhen, China, and its shares are listed on the SEHK.
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