GenScript Reports 27.3% First-Half 2026 Revenue Growth as AI Drug Discovery Business Doubles
核心洞察
GenScript Biotech reported first-half 2026 revenue of approximately US$404.2 million, up 27.3% year over year, with adjusted net profit surging 203.3% to US$62.5 million.
The AI-enabled drug discovery business doubled year over year, marking a third consecutive half-year of rapid growth driven by AI-focused biotech and pharma innovators.
Gene-to-Protein accounted for roughly 66% of GenScript Life Science Group revenue, serving as the company's primary growth engine.
GenScript Biotech Corporation (搜索) (HKEX: 1548) reported first-half 2026 revenue of approximately US$404.2 million on a comparable basis, up 27.3% year over year, while adjusted net profit rose 203.3% to approximately US$62.5 million. Announced on August 18, 2026, the results reflect strong growth across the company's core businesses, improved operating efficiency, and accelerating demand for AI-enabled drug discovery services.
The AI-enabled drug discovery business doubled year over year and maintained rapid growth for a third consecutive half-year reporting period, driven by demand from AI-focused biotechnology companies and pharmaceutical innovators. Gene-to-Protein accounted for approximately 66% of GenScript Life Science Group revenue and remained the company's primary growth engine.
"Our first-half results reflect strong execution across the portfolio, with our core businesses driving both revenue growth and improved profitability," said Sherry Shao, Rotating CEO of GenScript. "We see significant long-term opportunity as AI reshapes life sciences and increases demand for experimental validation and development services. By expanding our global Gene-to-Protein platform, automation, digital manufacturing, and delivery network, we are strengthening GenScript's role as a critical infrastructure partner for AI-enabled drug discovery."
Segment Performance
GenScript Life Science Group delivered revenue of approximately US$319.0 million, up 28.8%, with adjusted gross profit of approximately US$184.5 million, up 46.1%, and adjusted operating profit of approximately US$94.0 million, up 102.8%. Gene-to-Protein accounted for approximately 66% of segment revenue and remained the primary growth engine.
The AI-enabled drug discovery business doubled year over year, reflecting deeper engagement with AI drug discovery companies and increasing demand for protein engineering, biologics discovery, and development services. This reinforces GenScript's position as a validation and infrastructure partner within the AI drug discovery ecosystem.
ProBio (搜索) revenue increased 34.2% on a comparable basis to approximately US$61.1 million, with new orders increasing 54%. Adjusted operating loss narrowed 22.5% to US$24.3 million. Continued order growth and improving operating efficiency support ProBio's expectation of achieving positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) by 2027.
Bestzyme (搜索) reported revenue of approximately US$30.4 million, up 7.4%, with adjusted gross profit of approximately US$13.0 million, up 14.0%.
Integrated Capabilities Support Growth
The recovery in global biopharmaceutical research activity and the expanding use of AI are increasing the number and complexity of programs moving from computational design into experimental validation, development, and production. This shift is creating demand for integrated scientific, automation, and manufacturing infrastructure that can support customers across the drug-development workflow.
GenScript connects gene synthesis, protein production, antibody discovery, biologics development, automation, and global manufacturing in a single workflow. This infrastructure enables AI-focused biotechnology companies and pharmaceutical innovators to validate more candidates, identify viable programs, and advance them through early development and production without coordinating multiple service providers.
To support rising demand, GenScript continues to invest across its global discovery and manufacturing network, expanding capacity, shortening turnaround times, and enhancing automation and digital workflows. These investments are improving consistency and scalability as AI-driven customer projects grow increasingly complex.
Outlook
GenScript enters the second half of 2026 with continued momentum across GenScript Life Science Group, ProBio (搜索), and Bestzyme (搜索), supported by a growing order base across its core businesses. The company expects higher demand, increased utilization across its global network, and further operating leverage to support continued revenue growth and profitability improvement.
Ongoing investment in technology, automation, and capacity is expanding GenScript's ability to support larger and more complex AI-enabled drug discovery programs, while ProBio (搜索)'s growing order base and Bestzyme (搜索)'s enzyme engineering and AI-enabled synthetic biology capabilities provide additional platforms for long-term growth. As adoption expands across these businesses, GenScript expects to deepen customer relationships, strengthen global delivery, and build its position as a critical infrastructure partner supporting next-generation therapeutic and biotechnology innovation.