ALI HEALTH (00241) announced its interim results for the six months ended September 30, 2025, demonstrating robust and high-quality growth. The group's total revenue reached RMB16.697 billion, reflecting a 17.0% year-on-year increase. Net profit amounted to RMB1.266 billion, surging 64.7% YoY, with the net profit margin expanding from 5.4% to 7.6%. Adjusted net profit stood at RMB1.356 billion, up 38.7% YoY.
As of September 30, 2025, the annualized active consumers on the Tmall Health platform—operated by the company—continued to grow steadily. The platform's gross merchandise volume (GMV) achieved stable, high-quality growth over the past six months, while annualized average revenue per user (ARPU) also increased.
During the reporting period, ALI HEALTH's self-operated business capitalized on supply-side structural optimization in categories like healthcare products, improving operational efficiency. Revenue from this segment rose 18.6% YoY to RMB14.38 billion. The group also deepened collaborations with pharmaceutical companies, expanded partnerships with leading brands, and enhanced user engagement. Both annual active users and member ARPU for the self-operated business showed sustained growth.
Additionally, the group continued investing in AI applications for the healthcare sector. As Alibaba Group's flagship platform in healthcare, ALI HEALTH is advancing AI-driven tools and solutions for B2B medical verticals, addressing growing industry and physician demand. These efforts aim to accelerate breakthroughs in medical AI and drive high-quality business development.
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