Delton Technology (Guangzhou) (1989) Q1 2026 earnings summary

Executive summary

• Revenue for Q1 2026 reached ¥1.91 billion, up 71.35% year-over-year, driven by strong AI computing demand.

• Net profit attributable to shareholders was ¥392.55 million, a 63.31% increase year-over-year.

• Significant capital inflow from a Hong Kong listing boosted cash reserves and total assets.

Financial highlights

• Operating income rose to ¥1.91 billion from ¥1.12 billion year-over-year.

• Net profit (excluding non-recurring items) was ¥390.76 million, up 67.88% year-over-year.

• Operating cash flow increased 51.82% to ¥320.02 million.

• Total assets at quarter-end were ¥11.48 billion, up 52.17% from year-end 2025.

• Shareholders’ equity rose 81.21% to ¥7.21 billion.

Outlook and guidance

• Revenue growth attributed to sustained AI computing demand, expected to continue driving performance.