CLSA Foresees Sustained Positive Surprises in JD Health's Drug Sales, Reiterates Outperform Rating

Stock News03-06

CLSA has released a research report maintaining an "Outperform" rating on JD Health (06618). The company announced its full-year results for the period ending last December, with its performance in the second half of the year exceeding expectations. Revenue increased by 28% year-on-year to RMB 38.2 billion, while adjusted EBIT grew by 88% year-on-year to RMB 1.9 billion. CLSA anticipates the company's revenue momentum will continue, projecting an 18% year-on-year revenue growth by 2026, driven primarily by pharmaceutical sales, especially original prescription drugs. The brokerage also forecasts that advertising revenue should achieve a 20% annual growth rate.

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