New Hope Service 2025 Results: Revenue Up 4.0%, Core Profit Slips 4.7%; Maintains 70% Payout Ratio

Bulletin Express
Mar 30

Hong Kong–listed New Hope Service (New Hope Service Holdings Limited) reported FY 2025 results to 31 December showing modest top-line growth but softer earnings as margin pressure persisted.

Key financials • Revenue reached RMB 1.54 billion, up 4.0 % year-on-year (YoY). • Gross profit rose 1.6 % to RMB 457.30 million; gross margin eased to 29.7 % from 30.4 %. • Profit attributable to shareholders fell 4.7 % to RMB 216.08 million; net margin contracted to 14.0 % from 15.3 %. • Operating cash inflow improved 31.0 % to RMB 211.70 million. • Cash and cash equivalents stood at RMB 957.81 million (FY 2024: RMB 1.05 billion); the group carried no interest-bearing debt, leaving the current ratio at 2.5x.

Segment performance 1. Property management services remained the growth engine, adding 13.2 % YoY to RMB 948.24 million and contributing 61.5 % of total revenue. Gross margin held largely steady at 24.3 %. 2. Lifestyle services gained 6.8 % to RMB 379.81 million, supported by stronger community asset management and group-meal businesses; segment margin improved 1.9 ppt to 35.0 %. 3. Commercial operational services declined 25.9 % to RMB 108.20 million, reflecting market weakness and project exits; margin held at 57.2 %. 4. Value-added services to non-property owners slid 26.5 % to RMB 104.21 million amid reduced developer demand.

Operational metrics • Contracted gross floor area (GFA) rose 7.7 % to 42.00 million sq m across 273 projects. • GFA under management increased 9.5 % to 38.47 million sq m across 258 projects. • Third-party revenue share reached 84.0 %, up 2.2 ppt YoY, while external contracted value climbed 20 % to RMB 726 million.

Dividend The board proposes a final dividend of RMB 0.077 per share. Including the interim payout, full-year dividend totals RMB 0.177 per share, equating to a 70 % payout ratio. Payment is subject to shareholder approval at the 16 June 2026 AGM, with distribution slated on or before 7 July 2026.

Balance-sheet highlights • Net assets: RMB 1.41 billion (FY 2024: RMB 1.33 billion). • Capital expenditure lifted property, plant and equipment to RMB 50.20 million (FY 2024: RMB 26.27 million). • Trade receivables expanded 12.2 % to RMB 503.52 million, paralleling business growth; impairment allowance rose to RMB 50.90 million.

Outlook Management reiterated its “Property+” ecosystem strategy, focusing on high-tier and western Chinese cities, expanding third-party projects and lifestyle service offerings, and leveraging technology to enhance operational efficiency.

No material post-balance-sheet events were reported beyond the proposed dividend. The company maintains that it has no outstanding borrowings, pledged assets, or material contingent liabilities.

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