Key Facts on Alibaba’s Financial Position
Alibaba Group (NYSE: BABA) accounted for 45% of its consolidated revenue from its key e-commerce platforms, Taobao and Tmall, in fiscal 2025. Despite operating several unprofitable ventures, Alibaba has maintained a competitive earnings multiple compared to the general market, with its e-commerce business generating significant cash flow to support growth initiatives, particularly in AI cloud hosting, which has grown 30% year-over-year and is already profitable.
In its latest quarter, Alibaba achieved a 5% overall business growth, with continuing operations rising by 15%. The company has reduced its fully diluted share count by 13% since the end of fiscal 2021 through stock buybacks over 14 consecutive quarters. Notably, its Taobao Instant Commerce segment experienced a remarkable 60% growth in the same period, showcasing potential in emerging markets despite some ventures not yet yielding profits.
