ZA Online (06060): FY25 Net Profit Soars 82.6 % to RMB1.10 Billion; Adjusted Profit Hits RMB1.80 Billion

Bulletin Express
Mar 19

ZA Online P&C Insurance (06060) released its audited results for the year ended 31 December 2025 on 19 March 2026.

Revenue & Profitability • Insurance revenue rose 5.5 % year on year to RMB33.48 billion. • Net profit attributable to shareholders jumped 82.6 % to RMB1.10 billion. • Adjusted net profit (after JV impairment adjustments) surged 198.3 % to RMB1.80 billion.

Underwriting & Investment • Underwriting combined ratio improved by 1.1 percentage points to 95.8 %, delivering underwriting profit of RMB1.41 billion, up 42.5 %. • Total investment income climbed 59.1 % to RMB2.12 billion, aided by stronger capital-market performance.

Segment Performance • Insurance segment net profit rose 185.4 % to RMB1.68 billion. • Technology segment recorded net profit of RMB51.96 million. • Banking segment (ZA Bank) achieved a turnaround with net profit of HK$17.27 million on net revenue of HK$892 million, up 62.7 %.

Assets, Capital & Solvency • Total assets increased 3.1 % to RMB46.71 billion; equity attributable to owners grew 21.6 % to RMB25.45 billion. • Comprehensive solvency margin ratio stood at 242 %, well above regulatory minimum. • In July 2025 the company placed 215 million new H shares, raising about US$500 million to bolster capital.

Earnings per Share & Dividend • Basic earnings per share were RMB0.70 (2024: RMB0.41). • No final dividend was proposed, as the board chose to retain earnings for business expansion.

Strategic Highlights • Gross written premiums grew 6.9 % to RMB35.74 billion, maintaining 8th place in China’s P&C market. • Health ecosystem premiums advanced 22.7 % to RMB12.68 billion; digital lifestyle ecosystem contributed RMB15.97 billion. • Auto ecosystem premiums increased 34.6 % to RMB2.76 billion, with NEV policies making up 28 % of the auto book.

Looking Ahead Management reiterated its “Insurance + Technology” dual-engine strategy and confirmed continued investment in AI capabilities and R&D (RMB745 million in 2025) to support sustainable growth across insurance, technology services and digital banking operations.

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