PA GOODDOCTOR (01833) net profit for the first three quarters was 248 million yuan, up 35% year on year.

PA GOODDOCTOR (01833) announced its results for the nine months ended September 30, 2026. The Group recorded revenue of RMB 3.508 billion, down 5.8% year on year; net profit of RMB 248 million, up 35% year on year; and adjusted net profit of RMB 258 million, up 19.5% year on year. In the commercial insurance synergy business, the Company focused on refining and iterating its membership service system deeply integrated with insurance products to enhance the differentiated competitiveness of insurance products; and through rich medical and health service benefits, it helped insurance scenario-based marketing customer acquisition. In the corporate health management business, the Company accelerated corporate customer expansion while focusing on enriching products and improving service quality as core levers to strengthen online/offline operation conversion. As of the end of the reporting period, the Company served more than 8,100 paying corporate customers in the past 12 months, up nearly 60% year on year; meanwhile, GMV of the corporate health management business continued to grow. The Company continued to consolidate its "four-to" service system, further expand its service network, improve service quality, and actively introduce third-party service providers to enrich service and product supply. In "to-online", during the reporting period, the number of AI doctor users continued to grow, reaching nearly 13 million; in "to-hospital", targeting scenarios such as offline drug purchases under corporate health management, the Company continued to promote Ping An Medical & Health Pay services through direct connections, achieving QR code payments in 169,000 pharmacies nationwide; in "to-home", the Company focused on scenarios such as medical care, health management, safety, and caregiving, and continued to deepen the capacity building of home-based elderly care services. As of the end of the reporting period, more than 320,000 customers had obtained home-based elderly care service eligibility; in "to-enterprise", the Company continued to upgrade comprehensive solutions for corporate clinics to precisely match corporate health management needs. During the reporting period, the Company continued to deepen AI capability building and application implementation, building differentiated advantages through "AI + real doctors" to provide users with professional and warm services. The Company further upgraded the AI multidisciplinary team (MDT) assistance platform for complex diseases. As of the end of the reporting period, it had covered four major categories of diseases, with the accuracy of MDT diagnosis and treatment plans for complex diseases at approximately 90%. In the future, the Company will accelerate the deep application of AI in more scenarios such as professional medical services and medical-insurance synergy product innovation.