Summary: We hosted a post-result NDR for Yidu Tech on 1 December.
　　Big Data Platform and Solutions: the adjusted revenue （after stripping out one-off international sales of pandemic-related medical supplies in 1HFY21） increased 21.1% YoY to CNY158m in 1HFY22. The management guided that its future segmental revenue growth momentum will be back by: 1） annual 10%-20% recurring maintenance charge based on contract sales, and 2） improving monetization with the further increase in disease registry coverage.
　　Health Management Platform and Solutions: the segmental revenue surged 642.6% YoY to CNY190m, mainly driven by the expansion of insurance solutions and health management platform solutions. Besides, the gross profit margin surged to 25.3% （-2.3% in 1HFY21）。 Management expects the margin to stabilise, backed by: 1） heavy investment in new projects in 1HFY22, 2） 2B2C business model that benefits Yidu from enjoying lower customer acquisition costs in the long run.
　　Life Science Solution: segmental revenue grew by 106.3% YoY to CNY146m in 1HFY22. Yidu Tech leverages on Yiducore to empower its customers in optimizing the whole life cycle of life science research and development. In data analytical driven clinical development, Yidu provides end-to-end clinical development, including clinical operation, monitoring, trial design, statistical analysis, and data management. Management highlighted its advantages in wide data access, AI-empowered Yiducore, accumulated models, and statistical algorithms.