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<Foresight>M Stanley's Predictions for BABA-W's Results for 2FQ Ending Sep (Table)
Recommend 23 Positive 30 Negative 16 |
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Breakdown│2QFY26 Forecast (RMB)│YoY Change Revenue│241.395 billion│+2.1% (1) China E-commerce Group Revenue│126.373 billion│+10.5% -Customer Management│78.34 billion│+10% (2) International Digital Commerce Group Revenue│36.12 billion│+14% (3) Cloud Intelligence Group Revenue│39.085 billion│+32% (4) All Others│61.107 billion│-28% ----------------------------------------- Adjusted EBITA │6.057 billion│-85.1% (1) China E-Commerce Group Adjusted EBITA│8.846 billion│-80.1% (2) International Digital Commerce Group Adjusted EBITA│-│- (3) Cloud Intelligence Group Adjusted EBITA│3.322 billion│+24.8% (4) All Others※ Adjusted EBITA│-4.95 billion│+190.3% ------------------------------------------ Adjusted EBITA Margin│2QFY26 Forecast│YoY Change Overall Adjusted EBITA Margin│2.5%│-14.8 ppts (1) China E-Commerce Group Adjusted EBITA Margin│7%│-31.9 ppts (2) International Digital Commerce Group Adjusted EBITA Margin│0%│+9.2 ppts (3) Cloud Intelligence Group Adjusted EBITA Margin│8.5%│+0.5 ppts (4) All Others Adjusted EBITA Margin│-8.1%│-6.1 ppts ※ All Others include training of the Qianwen model and subsidiary businesses like Quark, Amap, and DingTalk. AAStocks Financial News |
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