Singapore's Intchains Q4 revenue falls on impairment charges

Reuters
Feb 27
Singapore's Intchains Q4 revenue falls on impairment charges

Overview

  • Singapore altcoin mining firm's Q4 2025 revenue fell due to market fluctuations

  • Company reported Q4 2025 net loss of RMB130.7 mln, down from net income in 2024

Outlook

  • Intchains plans to launch new altcoin mining machines in H2 2026

  • Company aims to improve margins through cost optimization in 2026

  • Intchains expects to accelerate ETH staking activities in 2026

Result Drivers

  • MARKET FLUCTUATIONS - Revenue decreased 51.3% in Q4 2025 due to cyclical market fluctuations and softer demand for altcoin mining products

  • INVENTORY IMPAIRMENTS - Increased cost of revenue due to impairment charges on excess inventory of altcoin mining machines

  • ETH PRICE DECLINE - Loss in fair value of cryptocurrencies due to a decrease in ETH price during Q4 2025

Company press release: ID:nGNX97p9jZ

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

RMB 36.10 mln

Q4 Net Income

-RMB 130.70 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the blockchain & cryptocurrency peer group is "buy"

  • Wall Street's median 12-month price target for Intchains Group Ltd is $3.50, about 155.5% above its February 25 closing price of $1.37

  • The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 7 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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