Core Viewpoint - New Oriental-S (09901) reported a 6.1% year-on-year increase in net revenue for Q1 of FY2026, reaching $1.523 billion, while operating profit rose by 6.0% to $311 million, despite a 1.9% decline in net profit attributable to shareholders at $241 million [1] Financial Performance - For Q1 of FY2026, net revenue increased by 6.1% to $1.523 billion [1] - Operating profit rose by 6.0% to $311 million [1] - Net profit attributable to shareholders decreased by 1.9% to $241 million [1] Market Position and Business Segments - New Oriental-S maintains a leading position across various segments, including K12 and overseas businesses [1] - The adjusted operating profit margin for Q1 of FY2026 improved by 1 percentage point, primarily driven by contributions from Dongfang Zhenxuan [1] Technological Advancements - The company is leveraging generative AI for automatic lesson material generation, digital avatars of teachers, and homework grading, which is expected to enhance conversion efficiency and content quality [1] Shareholder Returns - New Oriental-S announced a three-year shareholder return plan with a dividend payout ratio of no less than 50%, reflecting management's commitment and confidence in sustained profitability [1] - Based on a net profit of $372 million for FY2025 and the current market capitalization, the corresponding return rate is approximately 2.7% [1]
港股异动 | 新东方-S(09901)午后涨超3% 机构称AI课件自动生成等场景落地将助力公司...