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LENOVO GROUP Opens Up 2.5% Post-Results as 1FH NP Surges 40%; AI-Related Rev. Disclosed for 1st Time
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LENOVO GROUP (00992.HK) opened 2.5% higher this morning (20th) at HKD9.87, with a pre-market trading volume of 1.788 million shares, involving HKD17.576 million. The company released its interim results for the period ending September 2025 before this morning's bell rang. Its turnover climbed by 18% YoY to a record high of USD39.282 billion, while its net profit surged by 40.5% YoY to USD846 million, with EPS standing at US6.89 cents. An interim dividend of HK8.5 cents was declared, unchanged YoY. It is worth noting that LENOVO GROUP disclosed its AI-related business revenue for the first time. It is understood that its AI business accounted for 30% of total revenue in 2FQ ending September, an increase of 13 ppts YoY. In the smart devices sector, LENOVO GROUP's AI terminal device revenue accounted for 36% of IDG's overall revenue. In terms of infrastructure, AI server revenue achieved high double-digit growth, and the Neptune liquid-cooling technology business revenue soared by 154% YoY. AI service revenue in the SSG business also achieved triple-digit growth YoY. AAStocks Financial News |
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