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YesAsia Holdings (2209) investor relations material
YesAsia Holdings H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue grew 23.2% YoY to $301.51M, driven by strong B2C growth and beauty product sales, with net profit up 30.0% YoY to $18.30M and net margin improving to 6.1%.
B2C segment contributed $215.07M (+30.5% YoY), led by Latin America, while B2B segment reached $82.75M (+6.2% YoY).
Offline expansion included a flagship US store in California and experiential events in Madrid and Seoul, boosting brand presence and engagement.
Influencer-driven marketing generated $85.7M in revenue, up 92% YoY.
Financial highlights
Gross profit rose 28.2% YoY to $93.98M, with gross margin improving by 120 bps to 31.2%.
Operating profit increased 30.1% to $24.3M.
Basic EPS grew 28.0% YoY to 4.39 US cents; diluted EPS up 28.6% YoY to 4.32 US cents.
Revenue from Europe and Latin America surged, with Latin America up 178.4% YoY.
Cash and cash equivalents at period end were $13.7M; net cash generated from operations was $4.0M.
Outlook and guidance
US market expected to remain key despite tariff shocks; Europe and Latin America identified as new growth engines.
K-beauty expected to remain a global growth driver, with the beauty market projected to reach $590B by 2030.
Plans for further offline expansion and immersive marketing events globally.
Focus on supply chain agility and leveraging AI for customer service scalability.
- Record revenue and profit growth fueled by K-Beauty and B2B expansion in non-core markets.2209
H2 2025 - Revenue up 49.3% and net profit up 26.7%, led by K-beauty and global B2B expansion.2209
H1 2025 - Record revenue and profit growth driven by K-Beauty, influencer programs, and global expansion.2209
H1 2024 - Revenue up 71.7% and net profit up 151.5% on global expansion and non-core market growth.2209
H2 2024
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