Core Insights - Damai Entertainment reported a total revenue of approximately 4.047 billion RMB for the fiscal year ending September 30, 2025, representing a year-on-year growth of 33% [1] - The company's net profit attributable to shareholders reached approximately 520 million RMB, marking a 54% increase compared to the previous year [1] - The performance of the live entertainment and technology business, along with IP derivative business, served as significant growth drivers for the company [1] Revenue Breakdown - Revenue from live entertainment and technology business amounted to 1.339 billion RMB, reflecting a year-on-year increase of 15% [1] - The total gross merchandise volume (GMV) on the Damai platform showed steady growth, maintaining the company's leading position in the industry [1] - The company successfully completed over 2,500 large-scale live performances during the reporting period, with a 19% increase in service sessions year-on-year [1] User Engagement and Technological Advancements - As of the report date, the Damai platform has reached a user base of 300 million, solidifying its position as a global industry leader [1] - The Damai App underwent a comprehensive upgrade on May 21, enhancing its entertainment consumption service system driven by AI technology [1] IP Derivative Business Growth - The IP derivative business, centered around Aliyu, generated revenue of 1.16 billion RMB, achieving a remarkable year-on-year growth of 105% [2] - The core business of Aliyu experienced over 100% year-on-year revenue growth, with profits also nearly doubling [2] Film and Television Production - Revenue from the drama production segment was approximately 484 million RMB, showing a significant increase of about 423 million RMB year-on-year [2] - The company has completed filming for series such as "Tang Palace Mystery: The Whisper of the Mist," with over 20 projects currently in the pipeline [2] Strategic Outlook - The company plans to continue focusing on content IP as a core driver, emphasizing business innovation and user value [2] - Future strategies include expanding overseas markets, increasing the scale of IP derivative businesses, and enhancing the overall entertainment ecosystem through quality content and AI integration [2]
大麦娱乐上半财年归母净利润同比增长54% IP衍生业务收入同比增长105%