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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 3.19 billion, driven by strong cloud subscription growth and AI-related services, with improved operational efficiency and narrowed net loss to RMB 98 million.
Cloud subscription revenue grew 22.1% year-over-year, now over 50% of total revenue, with ARR up 18.5% and contract liabilities up 24.7%.
Gross margin improved by 2.4 percentage points to 65.6% year-over-year.
Team size reduced by 9%, improving per capita income by 90.4%.
Strategic focus on AI, SaaS, and international expansion, with new subsidiaries and contracts abroad.
Financial highlights
Gross profit increased 15.4% year-over-year to RMB 2,095.3 million, with cloud business margin exceeding 95%.
Net loss narrowed significantly to RMB 98 million from RMB 280 million year-over-year, with net loss margin at 3.1%.
Operating cash outflow reduced to RMB 18 million from RMB 166 million year-over-year.
Administrative expenses rose 39% year-over-year due to headcount optimization, while R&D expenses decreased 3.9%.
No interim dividend declared for the period.
Outlook and guidance
Management expects full-year profitability and operating cash flow above RMB 1 billion.
By 2030, targets include AI revenue and ARR each at 30% of total revenue, with operating cash flow over RMB 3 billion.
Subscription and AI revenue together expected to reach 80–90% of total revenue in the coming years.
International revenue targeted at 5–10% of total revenue within 3–5 years.
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 product pricing and H2 revenue contribution?
Large enterprise growth limit and market share?
Team optimization impact on implementation quality?
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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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