ARR operational transformation shows results! iFlytek Medical (02506) reports a 74.9% growth in AI health assistants in the first half of the year, leading the industry, with cloud imaging revenue doubling.

On August 18, iFlytek Medical (02506) announced its mid-term results for 2026. During the reporting period, the company achieved operating revenue of 446 million yuan, a year-on-year increase of 49.4%; gross profit of 236 million yuan, a year-on-year increase of 53.5%; and a comprehensive gross profit margin of 52.9%, an increase of 1.4 percentage points compared to the previous year. Behind the overall substantial revenue growth, the business structure has continued to optimize, and the pulling effect of high-growth sectors has become increasingly evident, with the ARR operational transformation showing initial results. In the first half of the year, the AI Health Assistant generated revenue of 182 million yuan, growing by 74.9%, which was the fastest growth rate among the three main businesses, becoming the core engine driving overall revenue growth. By product, imaging cloud revenue increased by over 200% year-on-year, mainly due to the successful implementation of full access in public hospitals across Guangxi through the new project, coupled with the resumption of operations after the adjustment of charging standards in Anhuis imaging cloud. AI post-diagnosis patient management has become operational in leading hospitals such as Qilu Hospital of Shandong University and the First Affiliated Hospital of the University of Science and Technology of China, maintaining a high patient payment conversion rate, with continuous increases in operational revenue contribution. As the imaging cloud and post-diagnosis management replicate on a larger scale, the revenue share of the AI Health Assistant segment is expected to further increase, providing stronger momentum for the company's long-term growth.