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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.
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.
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