Aier Eye Hospital Group Co (300015) H1 2026 earnings summary

Executive summary

• Achieved revenue of ¥11.95 billion, up 3.81% year-over-year; net profit attributable to shareholders was ¥1.36 billion, down 33.83% year-over-year.

• Outpatient visits reached 10.02 million, up 8.34% year-over-year; surgeries totaled 888,700, up 1.11%.

• Significant expansion in digital and AI-driven ophthalmology, with 12 AI projects and 10 products launched.

• Advanced global strategy with acquisition of Brazil's largest ophthalmology group, extending reach to Latin America.

Financial highlights

• Operating income: ¥11.95 billion, up 3.81% year-over-year.

• Net profit attributable to shareholders: ¥1.36 billion, down 33.83% year-over-year.

• Operating cash flow: ¥2.92 billion, down 14.10% year-over-year.

• Basic and diluted EPS: ¥0.1464, down 34.02% year-over-year.

• Gross margin declined due to increased medical consumables and labor costs.

Outlook and guidance

• Focus on high-quality growth, digital transformation, and AI integration in clinical scenarios.

• Continued global expansion, with dual A+H capital platform and further international M&A expected.

• Ongoing investment in talent development and digital infrastructure.