McFTSE (02556) Fayingxi expects profit attributable to shareholders for the medium term to be about $182 million to 222 million yuan, up 386% to 494% year-on-year

According to the Zhitong Finance App, Maifushi (02556) announced that the Group's revenue is expected to be between RMB 1,858 billion and RMB 2,054 billion for the six months ending June 30, 2026, an increase of between 100% and 121% over the same period in 2025. Among them, AI application business revenue is expected to be between RMB 1,068 billion and RMB 1,180 billion, an increase of between 112% and 134% over the same period in 2025; and profit attributable to parent company owners is expected to be between RMB 182 million and RMB 222 million, an increase of between 386% and 494% over the same period in 2025.

The board of directors believes that the expected strong growth in AI application business revenue is mainly due to the continued implementation of the Group's “full-stack token factory” strategy, stable operation of AI employees 7×24 hours, accelerated penetration of the scenario token billing model into smart products such as GEO, foreign trade, business analysis, etc., and the customer's willingness to pay and average consumption continued to increase; after the release of core products such as AI Agentforce Smart Platform 3.0, KnowForce AI Knowledge Center, and GenAI OS since the first quarter of 2026, the product matrix has further advanced Improvement drives simultaneous growth in the number of customers and customer unit prices; and the customer revenue retention rate remains high, and the increase in purchases from old customers and the expansion of new customers are progressing simultaneously, and the AI application business has entered the stage of large-scale expansion.

The strong increase in profits due to the expected parent company owners is mainly due to the continued increase in the share of high-margin AI application business revenue, and the share of multiple fee models represented by scenario tokens is gradually expanding. Scenario Token's pricing anchor is the value of business results obtained by customers. As ontology mapping is optimized, vertical model iteration, and application effects are improved, the pricing space for Scenario Token is further opened up, driving continuous improvement in the overall gross profit level of the AI application business; and within the Group, through its own AI application products, the ratio of sales expenses to revenue and management expenses to revenue was further optimized compared to the same period last year. The Group fully applies self-developed AI employees in marketing, sales, customer service, training, etc., and the overall human efficiency continues to improve while the number of personnel remains stable.