HealthyWay Inc. (2587) H1 2026 earnings summary

Executive summary

• H1 2026 revenue rose 49.7% YoY to RMB775.3m, led by content and IT services; net profit reached RMB10.2m versus RMB7.0m a year earlier.

• Strategy centered on expanding enterprise services and AI-enabled healthcare, while limiting investment in lower-margin pharmacy operations.

Financial highlights

• Revenue increased 49.7% YoY to RMB775.3m; gross profit rose to RMB243.2m from RMB161.7m.

• Operating profit was RMB10.6m versus RMB12.0m; profit before tax was RMB9.7m versus RMB10.5m.

• Net profit was RMB10.2m versus RMB7.0m; profit attributable to equity shareholders was RMB9.2m versus RMB7.1m.

• R&D costs increased 241.2% to RMB127.6m, primarily reflecting higher investment in AI Digital Employees.

Outlook and guidance

• For H2, management remained cautiously optimistic and aims to improve revenue scale and profitability, supported by network reach, enterprise services and AI applications.

• Plans include deepening precision content, real-world study support and IT services, while broadening real-world clinical data coverage across a network connecting more than 17,000 hospitals.

• AI Agent development and deployment will receive increased investment, targeting a shift from labor-intensive operations to a technology-driven model and more competitive costs.