Meitu Inc (HK:1357)
:1357
Earnings Data
Report Date
Sep 02, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed robust operating and product momentum: double‑digit revenue growth, strong core product expansion (+41.6% YoY), large increases in adjusted net profit (+64.7% YoY), meaningful subscriber growth (paying subscribers +34.1%, productivity paying subscribers +67.4%), and clear globalization traction. Management also disclosed rising costs, modest margin compression, flat advertising revenue, a noncash accounting charge impacting IFRS profit, and a small operational disclosure lapse. Management articulated a clear strategy (productivity + globalization, model‑agnostic approach, AI agents) and provided guidance to control expenses while shifting revenue mix to higher‑value productivity offerings. On balance, the positive growth, improving monetization and global product wins outweigh the transitory negatives and one‑offs reported.Company Guidance
Strong Revenue Growth
Total revenue rose 28.8% year‑over‑year to RMB 3.86 billion in FY2025, driven by core photo, video and design products which grew 41.6% YoY to RMB 2.95 billion.
Material Increase in Adjusted Profitability
Adjusted net profit attributable to owners increased 64.7% YoY to approximately RMB 970 million, reflecting improved operating leverage as gross profit grew faster than operating expenses.
Healthy Gross Profit and Margin
Gross profit increased 24.6% YoY to RMB 2.84 billion with a gross margin of 73.6% (restated 2024 margin 76%), indicating a still-high margin profile for core imaging businesses despite a modest mix-driven decline.
User and Subscriber Expansion
Monthly active users (MAU) grew 3.8% YoY to 276 million and paying subscribers rose 34.1% YoY to 16.91 million, with paying subscribers of productivity tools up 67.4% YoY.
Productivity Adoption and ARPU Momentum
Subscription penetration for productivity tools reached 9% (up 3.1 percentage points YoY). Management reported higher ARPU trends driven by productivity tools and token/agent consumption, and expects further ARPU upside from premium production offerings.
International Expansion and Global Recognition
Revenue from international markets grew 37.4% YoY and accounted for 38% of total revenue (up 2 percentage points). Meitu topped app store charts (overall in 52 countries and category charts in over 110) and ranked #1 in photo/video/design on a16z’s GenAI mobile apps list (4 apps included), demonstrating globalization traction.
AI Agent Product Traction
DesignKit e‑commerce agent showed ~50% save rate (users save at least 1 output per 2 outputs); Kaipai agent penetration increased to ~11%, and agents were cited as a primary driver of recent revenue growth on web and app portals since December 2025.
Capital Allocation & Governance Signal
Board approved a share buyback plan of up to HKD 300 million (valid 1 year), signaling management confidence in business prospects and capital returns to shareholders.
HK:1357 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HK:1357 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 27, 2026 | HK$4.73 | HK$4.73 | 0.00% |
Aug 19, 2025 | HK$10.34 | HK$10.17 | -1.63% |
Mar 18, 2025 | HK$6.19 | HK$6.19 | 0.00% |
Aug 28, 2024 | HK$2.31 | HK$2.27 | -2.12% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Meitu Inc (HK:1357) report earnings?
Meitu Inc (HK:1357) is schdueled to report earning on Sep 02, 2026, TBA (Confirmed).
What is Meitu Inc (HK:1357) earnings time?
Meitu Inc (HK:1357) earnings time is at Sep 02, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Meitu Inc stock?
The P/E ratio of Meitu is N/A.
What is HK:1357 EPS forecast?
HK:1357 EPS forecast for the fiscal quarter 2026 (Q2) is 0.15.