)
Shanghai Fosun Pharmaceutical (600196) investor relations material
Shanghai Fosun Pharmaceutical Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for H1 2026 reached RMB 20.44 billion, up 4.75% year-over-year, driven by innovative drugs and international business growth.
Net profit attributable to shareholders was RMB 1.72 billion, up 1.15% year-over-year; adjusted net profit (excluding non-recurring items) rose 19.09%.
Cash flow from operations increased 13.59% year-over-year to RMB 2.42 billion.
Innovative drug revenue grew 13.84% year-over-year, now 33.21% of pharma revenue; overseas revenue up 16.45%, now 31.21% of total.
Financial highlights
Operating income: RMB 20.44 billion (+4.75% YoY); at constant FX, +7.17%.
Net profit attributable to shareholders: RMB 1.72 billion (+1.15% YoY).
Adjusted net profit (excl. non-recurring): RMB 1.14 billion (+19.09% YoY).
Total assets: RMB 125.43 billion (+4.48% from year-end 2025).
Basic/diluted EPS: RMB 0.65.
Gross margin: 49.66%.
R&D investment: RMB 3.25 billion (+25.66% YoY), with innovative drug R&D up 48.38%.
Outlook and guidance
Focus on innovative drugs in oncology, immunology, and neurodegenerative diseases.
Key clinical data readouts expected for AR1001, FXS7553, FXS6837, SRT-007, HLX10, HLX43 in H2 2026.
Continued international expansion, supply chain optimization, and AI-driven operational efficiency.
- Q1 2026 saw strong revenue and profit growth, driven by innovation and pipeline advances.600196
Q1 2026 - Revenue and net profit rose, driven by innovative drugs and global expansion.600196
H2 2025 - Net profit rose 25.5% year-over-year despite revenue decline, led by asset sales and innovation.600196
Q3 2025 - Net profit rose 38.96% to RMB 1,702 million despite a 4.63% revenue drop, led by asset sales and innovation.600196
H1 2025 - Q3 net profit jumped 55.4% YoY, led by innovation and healthcare services growth.600196
Q3 2024 - Revenue and profit fell, but innovative drug and overseas growth offset COVID declines.600196
H1 2024 - Net profit rose 25.42% year-over-year despite a 7.26% revenue decline from VBP and asset sales.600196
Q1 2025 - Net profit rose 16.08% year-over-year as innovation and global expansion offset revenue softness.600196
H2 2024
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage