ZKH Group (ZKH) Q2 FY26 earnings call

Management delivered an inflection quarter marked by first-ever operating profitability and double-digit top-line momentum across core MRO categories. Growth was reinforced by rapid expansion among regional SMEs, higher private-label penetration, and operational discipline. The forward stance focuses on accelerating full-year platform scale, expanding localized US operations, and commercializing proprietary industrial AI infrastructure.