Pailin Bio has issued its 2026 half-year performance forecast, expecting attributable net profit of 80 million to 110 million yuan, a year-on-year decline of 53.35% to 66.07%. The company said the profit drop was mainly due to the blood products industry being affected by factors such as the expansion of centralized procurement, DRG/DIP reforms, medical insurance cost controls, and key drug monitoring, leading to reduced clinical prescriptions and a downturn in market demand, which caused the gross margin of the blood products business to fall year-on-year. In addition, a change in the value-added tax collection model, with blood products no longer eligible for the 3% simplified levy and switching to the 13% general taxation model from January 1, 2026, further dragged down the gross margin.
Pacific Shuanglin Bio pharmacy Co LtdCompany forecasts 53-66% net profit drop due to reduced clinical prescriptions and market demand downturn from centralized procurement and medical reforms.