Q: What is BABA-W(09988) 2026Q2 Earnings Summary?
Bullish Points:
1. Revenue for the six months ended September 30, 2025, increased by 3% to RMB 495,447 million (USD 69,595 million) from RMB 479,739 million in the same period in 2024.
2. The company completed the sale of an 85% equity interest in Trendyol GO for approximately USD 700 million (RMB 5 billion) during the six months ended September 30, 2025.
Bearish Points:
1. Operating profit decreased by 43% to RMB 40,353 million (USD 5,668 million) from RMB 71,235 million in the same period in 2024.
2. Adjusted EBITDA decreased by 36% to RMB 62,991 million (USD 8,848 million) from RMB 98,488 million in the same period in 2024.
3. Adjusted EBITA decreased by 44% to RMB 47,917 million (USD 6,731 million) from RMB 85,596 million in the same period in 2024.
4. Net profit decreased by 7% to RMB 62,994 million (USD 8,849 million) from RMB 67,569 million in the same period in 2024.
5. Net profit attributable to ordinary shareholders decreased by 6% to RMB 64,106 million (USD 9,005 million) from RMB 68,143 million in the same period in 2024.
6. Diluted earnings per share decreased by 5% to RMB 3.34 (USD 0.47) from RMB 3.50 in the same period in 2024.
7. Diluted earnings per American Depositary Share (ADS) decreased by 5% to RMB 26.73 (USD 3.75) from RMB 28.00 in the same period in 2024.
8. Cash and cash equivalents, short-term investments, and other investments decreased by RMB 23,243 million to RMB 573,889 million (USD 80,614 million) as of September 30, 2025, from RMB 597,132 million as of March 31, 2025.
9. Net cash outflow from operating activities was RMB 40,655 million (USD 5,711 million) for the six months ended September 30, 2025, compared to a net cash inflow of RMB 31,107 million in the same period in 2024.
10. Capital expenditures for the six months ended September 30, 2025, were RMB 70,177 million (USD 9,858 million), compared to RMB 29,585 million in the same period in 2024.
The final result you summarize based on positive and negative content needs to be objective, neutral, and dialectical.
For more information, you can read the original text of BABA-W(09988)'s financial report
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