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<Research>Nomura Expects BABA-W's 1QFY26 Instant E-commerce Biz to Log Loss ~RMB10B
Nomura has released a report predicting that BABA-W (09988.HK)'s instant e-commerce business, including food delivery services, will incur a loss of around RMB10 billion in 1QF...
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<Research>Nomura Expects BABA-W's 1QFY26 Instant E-commerce Biz to Log Loss ~RMB10B
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Nomura has released a report predicting that BABA-W (09988.HK)  +1.100 (+0.969%)    Short selling $1.71B; Ratio 15.246%   's instant e-commerce business, including food delivery services, will incur a loss of around RMB10 billion in 1QFY26 (June quarter).

BABA-W's takeaway business reached a peak of 80 million daily orders in early July, with 16% being non-food orders and 84% coming from takeaways. In comparison, MEITUAN-W (03690.HK)  -1.400 (-1.109%)    Short selling $1.14B; Ratio 20.121%   's takeaway business achieved a peak of 120 million daily orders in early July, with 83% being takeaway orders.

Related NewsM Stanley Lowers JD.com (JD.US)'s TP to USD28; Impact of Food Delivery War Most Significant in 2Q25
In Nomura's estimate, the China retail business revenue of Taobao Tmall Group will grow by 10% YoY in 1FQ, while the EBITA profit margin will decline by 2.6 ppts YoY due to increased investment in instant e-commerce. After integrating the newly merged Ele.me and Fliggy, however, the EBITA may drop by 20% YoY because of the around RMB10 billion loss caused by investment in instant e-commerce.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-16 12:25.)

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