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NOAH HOLDINGS LIMITED ANNOUNCES UNAUDITED FINANCIAL RESULTS FOR THE FOURTH QUARTER 2025 AND UNAUDITED FINANCIAL RESULTS FOR FULL YEAR 2025

2026-03-24 16:45 ET - News Release

NOAH HOLDINGS LIMITED ANNOUNCES UNAUDITED FINANCIAL RESULTS FOR THE FOURTH QUARTER 2025 AND UNAUDITED FINANCIAL RESULTS FOR FULL YEAR 2025

PR Newswire

SHANGHAI, March 24, 2026 /PRNewswire/ -- Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH and HKEX: 6686), a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for global Chinese high-net-worth investors, today announced its unaudited preliminary[1] financial results for the fourth quarter of 2025 and the unaudited financial results for the full year ended December 31, 2025.

Starting from the fourth quarter of 2024, the Company has adopted refined segment reporting structure to disclose net revenue by each domestic and overseas business segment. The Company believes that this will better reflect its recent operational adjustments and organizational restructuring, providing investors with a clearer understanding of the financial performance and strategic progress of each business segment. Historical financial information has been recast to conform to the new structure, and additional business information is provided for comparison purposes.

FOURTH QUARTER 2025 FINANCIAL HIGHLIGHTS

  • Net revenues for the fourth quarter of 2025 were RMB733.2 million (US$104.9 million), a 12.5% increase from the corresponding period in 2024 and a 15.9% increase quarter-on-quarter, primarily due to an increase in performance-based income generated from overseas private equity products in the fourth quarter of 2025.
  • Income from operations for the fourth quarter of 2025 was RMB257.7 million (US$36.9 million), an 87.3% increase from the corresponding period in 2024, primarily due to a 12.5% increase in net revenues, as well as our cost control strategy on employee compensation in the fourth quarter of 2025.

  • Net income attributable to Noah shareholders for the fourth quarter of 2025 was RMB12.8 million (US$1.8 million), an 88.3% decrease from the corresponding period in 2024, primarily due to an increase in loss from fair value changes in underlying investments made by certain investment in affiliates in the fourth quarter of 2025.

  • Non-GAAP[2] net income attributable to Noah shareholders for the fourth quarter of 2025 was RMB25.1 million (US$3.6 million), an 81.1% decrease from the corresponding period in 2024.
  [1] As of the date hereof, the Company is still in the process of reviewing the financial results of the funds of funds we manage and invest in as the general partner or manager. Any changes in the fair value of those investments could affect the income from equity in affiliates, net income, net income attributable to Noah shareholders, income per ADS and the balance of investments in
   affiliates in Noah's consolidated financial statements. If there will be any fair value adjustments associated with the above, which have not been included in these unaudited preliminary financial results in this press release, the Company will include such adjustments in the audited consolidated financial statements in its Form 20-F for the fiscal year 2025 and subsequent reporting if
   necessary



 [2] Noah's Non-GAAP financial measures are its corresponding GAAP financial measures excluding the effects of all forms of share-based compensation, non-cash settlement expenses or reversal and net of relevant tax impact, if any. See "Reconciliation of GAAP to Non-GAAP Results" at the end of this press release.

FULL YEAR 2025 FINANCIAL HIGHLIGHTS

  • Net revenues in the full year 2025 were RMB2,610.2 million (US$373.3 million), a 0.4% increase compared with the corresponding period in 2024.

  • Income from operations in the full year 2025 was RMB776.7 million (US$111.1 million), a 22.5% increase from 2024, primarily due to our cost control strategy on employee compensation.

  • Net income attributable to Noah shareholders in the full year 2025 was RMB558.9 million (US$79.9 million), a 17.5% increase from 2024, primarily due to our cost control strategy on employee compensation and a decrease in loss from fair value changes in underlying investments made by certain investment in affiliates, partially offset by contingent litigation expenses related to Camsing Incident.

  • Non-GAAP net income attributable to Noah shareholders in the full year 2025 was RMB611.9 million (US$87.5 million), an 11.2% increase from 2024.

FOURTH QUARTER AND FULL YEAR 2025 OPERATIONAL UPDATES

Wealth Management Business

Noah offers global investment products and provides value-added services to global Chinese high-net-worth investors in its wealth management business. Noah primarily distributes private equity, private secondary, mutual funds and other products denominated in RMB, USD and other currencies.

  • Total number of registered clients as of December 31, 2025 was 467,870, a 1.3% increase from December 31, 2024 and a 0.4% increase from September 30, 2025. Among registered clients as of December 31, 2025, the number of overseas registered clients was 19,993, a 13.2% increase from December 31, 2024, and a 2.3% increase from September 30, 2025.

  • Total number of active clients[3] for the fourth quarter of 2025 was 10,261, an increase of 15.8% from the fourth quarter of 2024 and a 3.7% decrease from the third quarter of 2025. Among active clients during the fourth quarter of 2025, the number of overseas active clients was 3,263, a 12.0% increase from the fourth quarter of 2024 and an 8.4% decrease from the third quarter of 2025. Total number of active clients in the full year 2025 was 18,450, an increase of 7.2% from 2024. Among active clients during the full year 2025, the number of overseas active clients was 6,231, a 12.4% increase from 2024.

  • Aggregate value of investment products distributed during the fourth quarter of 2025 was RMB17.0 billion (US$2.4 billion), a 4.4% increase from the corresponding period in 2024 and a decrease of 0.1% quarter-on-quarter. Among the investment products distributed during the fourth quarter of 2025, Noah distributed RMB8.8 billion (US$1.3 billion) of overseas investment products, a 24.3% increase from the corresponding period in 2024, primarily due to a 28.9% increase in distribution of overseas mutual fund products and a 28.4% increase in distribution of overseas private secondary products, respectively.

The aggregate value of investment products distributed, categorized by product type, is as follows:

                                           Three months ended December 31,


                                  2024                      2025


                                           (RMB in billions, except
                                                 percentages)



 Mutual fund products        9.8   60.1 %         10.1          59.1 %



 Private secondary products  4.7   28.8 %          5.1          30.2 %



 Private equity products     1.3    8.0 %          1.3           7.7 %



 Other products[4]           0.5    3.1 %          0.5           3.0 %



 
            All products  16.3  100.0 %         17.0         100.0 %


 [3] "Active clients" for a given period refers to registered investors who purchase investment products distributed or receive services provided by us during that given period.



 [4] "Other products" refers to other investment products, which includes insurance products, multi-strategies products and others.

The aggregate value of investment products distributed, categorized by geography, is as follows?

  
          
            Type of products in mainland China              Three months ended December 31,


                                                                 2024                    2025


                                                                          (RMB in billions, except
                                                                               percentages)



  Mutual fund products                                      6.6   71.7 %        5.9          72.0 %



  Private secondary products                                2.4   26.1 %        2.2          26.8 %



  Other products                                            0.2    2.2 %        0.1           1.2 %



  
            All products in mainland China               9.2  100.0 %        8.2         100.0 %

                    Type of overseas products              Three months ended December 31,


                                                  2024                      2025


                                                           (RMB in billions, except
                                                                 percentages)



 Mutual fund products                        3.2   45.1 %         4.2           47.2 %


  Private secondary products                  2.3   32.4 %         2.9           33.3 %



 Private equity products                     1.3   18.3 %         1.3           14.9 %



 Other products                              0.3    4.2 %         0.4            4.6 %


               All overseas products          7.1 100.00 %         8.8         100.00 %

  • Aggregate value of investment products distributed during the full year 2025 was RMB67.0 billion (US$9.6 billion), a 5.0% increase from 2024, primarily due to a significant 107.2% increase in distribution of domestic private secondary products partially offset by a decrease in distribution of mutual fund products. Among the investment products distributed during the full year 2025, Noah distributed RMB33.7 billion (US$4.8 billion) of overseas investment products, an 8.1% increase from the corresponding period of 2024, primarily due to increases in distribution of overseas mutual fund products and in overseas private secondary products, respectively.

The aggregate value of investment products distributed, categorized by product type, is as follows:

                                           Twelve months ended December 31,


                                  2024                      2025


                                           (RMB in billions, except
                                            percentages)



 Mutual fund products       39.6   62.0 %         36.0          53.7 %



 Private secondary products 16.2   25.3 %         23.1          34.5 %



 Private equity products     4.8    7.5 %          4.9           7.3 %



 Other products              3.3    5.2 %          3.0           4.5 %



 
            All products  63.9  100.0 %         67.0         100.0 %

The aggregate value of investment products distributed, categorized by geography, is as follows?


 
            Type of products in mainland China                    Twelve months ended December 31,


                                                                   2024                             2025


                                                                (RMB in billions, except percentages)



 Mutual fund products                            25.7                78.4 %           21.2                63.7 %



 Private secondary products                       5.4             16.4 %           11.1             33.3 %



 Other products                                   1.7              5.2 %            1.0              3.0 %



 
            All products in mainland China     32.8            100.0 %           33.3            100.0 %



 
            Type of overseas products                            Twelve months ended December 31,


                                                              2024                                     2025


                                                                    (RMB in billions, except percentages)



 Mutual fund products                               13.9  44.8 %              14.8                     44.0 %



 Private secondary products                         10.8  34.7 %              12.0                     35.6 %



 Private equity products                             4.8  15.4 %               4.9                     14.5 %



 Other products                                      1.6   5.1 %               2.0                      5.9 %



 
            All Overseas products                 31.1 100.0 %              33.7                    100.0 %



  • Coverage network in mainland China included 16 cities as of December 31, 2025, compared with 11 cities as of December 31, 2024, and 16 cities as of September 30, 2025.

  • Aggregate number of overseas relationship managers was 140 as of December 31, 2025, an increase of 1.4% from December 31, 2024, and an increase of 2.9% from September 30, 2025.

Asset Management Business

Our asset management business is conducted through Gopher Asset Management Co., Ltd. ("Gopher Asset Management" or "Gopher"), a leading multi asset manager in mainland China, and Olive Asset Management Co., Ltd. ("Olive Asset Management" or "Olive"), as the overseas asset management brand focused on providing global investment solutions with offices in Hong Kong, Singapore, Tokyo and key U.S. markets. Gopher Asset Management and Olive Asset Management develop and manage assets ranging from private equity, real estate, public securities to multi-strategies investments denominated in RMB, USD and other currencies.

  • Total assets under management as of December 31, 2025 remained relatively stable at RMB141.7 billion (US$20.3 billion), compared with RMB143.5 billion as of September 30, 2025 and RMB151.5 billion as of December 31, 2024. Mainland China assets under management as of December 31, 2025 were RMB99.3 billion (US$14.2 billion), compared with RMB108.9 billion as of December 31, 2024, and RMB101.3 billion as of September 30, 2025. Overseas assets under management as of December 31, 2025 were RMB42.4 billion (US$6.1 billion), compared with RMB42.6 billion as of December 31, 2024, and RMB42.2 billion as of September 30, 2025.

Total assets under management, categorized by investment type, are as follows:

               Investment type                  As of                                                                     As of
                                     September 30,          Growth                       Allocation/         December 31,
                                       2025                                         Redemption


                                                                                               [5]         2025


                                           
          
 (RMB billions, except percentages)


  Private equity               128.1     89.3 %             0.7                                  1.8 127.0      89.6 %


  Public securities[6]           8.8      6.1 %             1.8                                  2.0   8.6       6.1 %



 Real estate                    4.7      3.3 %             0.1                                  0.7   4.1       2.9 %


  Multi-strategies               1.9      1.3 %                                               (0.1)  2.0       1.4 %


               All Investments 143.5    100.0 %             2.6                                  4.4 141.7     100.0 %


 [5] The asset allocation/redemption of overseas investment products includes the fluctuation result of foreign currencies exchange rate.



 [6] The asset allocation/redemption of public securities also includes market appreciation or depreciation.

               Investment type                  As of                                                                   As of
                                     December 31,          Growth                     Allocation/          December 31,
                                       2024                                      Redemption             2025


                                         
          
 (RMB billions, except percentages)


  Private equity               131.5     86.8 %             1.5                              6.0  127.0        89.6 %


  Public securities              9.4      6.2 %             6.6                              7.4    8.6         6.1 %


  Real estate                    6.2      4.1 %             0.2                              2.3    4.1         2.9 %


  Multi-strategies               3.9      2.6 %                                             1.9    2.0         1.4 %



 Others                         0.5      0.3 %                                             0.5


               All Investments 151.5    100.0 %             8.3                             18.1  141.7       100.0 %

Total assets under management, categorized by geography, are as follows:

              Mainland China                   As of                                             Allocation/                         As of
   Investment type                  September 30,       Growth                                                          December 31,
                                      2025                                              Redemption                 2025


                                             
       
 (RMB billions, except percentages)


 Private equity                94.8     93.6 %                                                     1.2       93.6        94.3 %


 Public securities              4.4      4.3 %          0.2                                         0.5        4.1         4.1 %


 Real estate                    0.7      0.7 %                                                     0.5        0.2         0.2 %


 Multi-strategies               1.4      1.4 %                                                               1.4         1.4 %


              All Investments 101.3    100.0 %          0.2                                         2.2       99.3       100.0 %

               Mainland China                   As of                                             Allocation/                        As of
    Investment type                  December 31,       Growth                                                          December 31,
                                       2024                                              Redemption                 2025


                                              
       
 (RMB billions, except percentages)


  Private equity                98.6     90.5 %                                                     5.0       93.6        94.3 %


  Public securities              5.3      4.9 %          1.1                                         2.3        4.1         4.1 %


  Real estate                    2.2      2.0 %                                                     2.0        0.2         0.2 %


  Multi-strategies               2.3      2.1 %                                                     0.9        1.4         1.4 %



 Others                         0.5      0.5 %                                                     0.5


               All Investments 108.9    100.0 %          1.1                                        10.7       99.3       100.0 %

                  Overseas                  As of                                                Allocation/                         As of
                                                          Growth                                                      December 31,
              Investment type               September 30,                                                Redemption                2025
                                   2025


                                          
         
        (RMB billions, except percentages)


 Private equity               33.3   78.9 %                   0.7                                  0.6           33.4       78.8 %


 Public securities             4.4   10.4 %                   1.6                                  1.5            4.5       10.6 %


 Real estate                   4.0    9.5 %                   0.1                                  0.2            3.9        9.2 %


 Multi-strategies              0.5    1.2 %                                                     (0.1)           0.6        1.4 %


              All Investments 42.2  100.0 %                   2.4                                  2.2           42.4      100.0 %

                  Overseas                  As of                                              Allocation/                          As of
                                                         Growth                                                     December 31,
              Investment type               December 31,                                              Redemption                 2025
                                   2024


                                          
         
       (RMB billions, except percentages)


 Private equity               32.9   77.2 %                  1.5                                 1.0           33.4       78.8 %


 Public securities             4.1    9.6 %                  5.5                                 5.1            4.5       10.6 %


 Real estate                   4.0    9.4 %                  0.2                                 0.3            3.9        9.2 %


 Multi-strategies              1.6    3.8 %                                                     1.0            0.6        1.4 %


              All Investments 42.6  100.0 %                  7.2                                 7.4           42.4      100.0 %

Other Businesses

Noah's other businesses mainly include providing clients with additional comprehensive services and investment products.

Ms. Jingbo Wang, co-founder and chairlady of Noah, commented, "As we reflect on 2025, it was a year defined not merely by financial recovery, but by structural evolution. Beyond the headline numbers, the more meaningful shift was in the quality of our earnings and the resilience of our operating model. Our disciplined organizational optimization and structural strengthening over the past two years have begun to translate into tangible operating resilience, reinforcing the foundation upon which we build our future.

We started the institutional integration of AI across our global platform, where AI is no longer merely an auxiliary tool but is becoming part of Noah's structural infrastructure. By embedding AI into client service, empowering our relationship managers with intelligent capabilities, and enhancing our global platform coordination, we have strengthened our organizational leverage and reinforced a model for scalable growth.

At the same time, we continued advancing our global strategy and improving the quality of our revenue mix toward a more AUM-driven structure. Overseas revenue accounted for approximately half of total revenues in 2025, reflecting the continued deepening of our international business development. Notably, our strategic shift toward investment products led to significant growth in investment products-related commissions and performance-based income, which became key contributors to our overall performance during the year.

With a solid balance sheet and a long-term capital allocation philosophy, we remain committed to sharing value with our shareholders. Based on our 2025 results, the Board has proposed a total dividend equivalent to 100% of our full-year Non-GAAP net income attributable to Noah shareholders. Combined with our ongoing share repurchase program, these actions reflect our confidence in the long-term resilience of our company.

Entering 2026, Noah stands structurally different from where we were two years ago. We are beginning to see new growth momentum emerge -- driven by the continued expansion of our international platform, improving global capabilities and the integration of AI across our organization. While the environment remains dynamic, we believe the combination of structural resilience and evolving growth drivers will support a more sustainable path over time."

FOURTH QUARTER 2025 FINANCIAL RESULTS

Net Revenues

Net revenues for the fourth quarter of 2025 were RMB733.2 million (US$104.9 million), a 12.5% increase from the corresponding period in 2024, primarily due to an increase in performance-based income generated from overseas private equity products.

Net Revenues under the segmentation is as follows:


 
            (RMB millions,                       Q4 2024 Q4 2025  YoY Change


 
            except percentages)



 Domestic public securities[7]                       146.2    191.4       30.9 %



 Domestic asset management[8]                        198.7    159.1     (20.0 %)



 Domestic insurance[9]                                 3.9      0.3     (91.5 %)



 Overseas wealth management[10]                      156.6    109.9     (29.8 %)



 Overseas asset management[11]                       101.4    216.1      113.2 %



 Overseas insurance and comprehensive services[12]    31.9     42.4       33.0 %



 Headquarters                                         13.2     14.0        6.4 %



 
            Total net revenues                     651.9    733.2       12.5 %

  • Domestic public securities is the business that distributes mutual funds and private secondary products. Net revenues for the fourth quarter of 2025 were RMB191.4 million (US$27.4 million), a 30.9% increase from the corresponding period in 2024, primarily due to an increase in performance-based income generated from the distribution of domestic private secondary products.

  • Domestic asset management is the business that manages RMB-denominated private equity funds and private secondary products. Net revenues for the fourth quarter of 2025 were RMB159.1 million (US$22.8 million), a 20.0% decrease from the corresponding period in 2024, primarily due to a decrease in recurring service fees and performance-based income generated from domestic private equity products.

  • Domestic insurance is the business that distributes insurance products, consisting mainly of life and health insurance products. Net revenues for the fourth quarter of 2025 were RMB0.3 million, a 91.5% decrease from the corresponding period in 2024, mainly due to a decrease in distribution of domestic insurance products.

  • Overseas wealth management is the business that provides offline and online wealth management services. Net revenues for the fourth quarter of 2025 were RMB109.9 million (US$15.7 million), a 29.8% decrease from the corresponding period in 2024, mainly due to a decrease in one-time commissions from the distribution of our products.

  • Overseas asset management is the business that manages USD-denominated private equity funds and private secondary products. Net revenues for the fourth quarter of 2025 were RMB216.1 million (US$30.9 million), a significant 113.2% increase from the corresponding period in 2024, primarily due to an increase in performance-based income from overseas private equity investment products.

  • Overseas insurance and comprehensive services is the business that provides comprehensive overseas services such as insurance, trust services and other services. Net revenues for the fourth quarter of 2025 were RMB42.4 million (US$6.1 million), a 33.0% increase from the corresponding period in 2024, primarily due to an increase in commission gained from distribution of overseas insurance products by commission-only brokers.
  • Headquarters reflects revenue generated from corporate operations at the Company's headquarters in Shanghai as well as administrative costs and expenses that were not directly allocated to the aforementioned six business segments. Net revenues during the fourth quarter of 2025 were RMB14.0 million (US$2.0 million), compared with RMB13.2 million for the corresponding period in 2024, maintaining a relatively stable trend.

          [7] Operates under the Noah Upright brand



          [8] Operates under the Gopher Asset Management brand



          [9] Operates under the Glory brand



          [10] Operates under the ARK Wealth Management brand



          [11] Operates under the Olive Asset Management brand



          [12] Operates under the Glory Family Heritage brand

Operating Costs and Expenses

Operating costs and expenses for the fourth quarter of 2025 were RMB475.5 million (US$68.0 million), a 7.5% decrease from the corresponding period in 2024. Operating costs and expenses for the fourth quarter of 2025 primarily consisted of (i) compensation and benefits of RMB293.6 million (US$42.0 million); (ii) selling expenses of RMB60.8 million (US$8.7 million); (iii) general and administrative expenses of RMB98.1 million (US$14.0 million); (iv) provision for credit losses of RMB3.5 million (US$0.5 million); (v) other operating expenses of RMB22.2 million (US$3.2 million); and (vi) income gained from government subsidies of RMB2.7 million (US$0.4 million).

  • Operating costs and expensesfor domestic public securities for the fourth quarter of 2025 were RMB47.7 million (US$6.8 million), a 44.0% increase from the corresponding period in 2024, mainly due to an increase in general marketing activities and a decrease in income gained from government subsidies in the fourth quarter of 2025.

  • Operating costs and expensesfor domestic asset management for the fourth quarter of 2025 were RMB37.2 million (US$5.3 million), an 8.8% decrease from the corresponding period in 2024, primarily due to a decrease in compensation and benefits in the fourth quarter of 2025.

  • Operating costs and expensesfordomestic insurance for the fourth quarter of 2025 were RMB6.9 million (US$1.0 million), a 57.1% decrease from the corresponding period in 2024. The change was consistent with the decline in revenue from domestic insurance business.

  • Operating costs and expenses for overseas wealth management for the fourth quarter of 2025 were RMB101.8 million (US$14.6 million), a 30.9% decrease from the corresponding period in 2024, primarily due to the corresponding decrease in relationship manager commissions resulting from the reduction in one-time commissions, as well as decreases in other compensation and general marketing activities.

  • Operating costs and expensesfor overseas asset management for the fourth quarter of 2025 were RMB49.8 million (US$7.1 million), a 158.5% increase from the corresponding period in 2024, which is consistent with the growth in our revenue from overseas investment products.

  • Operating costs and expensesfor overseas insurance and comprehensive services for the fourth quarter of 2025 were RMB33.3 million (US$4.8 million), an 8.8% increase from the corresponding period in 2024, primarily due to an increase in costs incurred by commission-only brokers.

  • Operating costs and expenses for headquarters for the fourth quarter of 2025 were RMB198.8 million (US$28.4 million), a 12.5% decrease from the corresponding period in 2024, primarily due to cost control measures on employee compensation, as well as decreases in provisions for credit losses related to the suspended lending business.

Income(loss) from operations

Income(loss) from operations under the segmentation is as follows:


 
            (RMB millions,                   Q4 2024 Q4 2025  YoY Change


 
            except percentages)



 Domestic public securities                      113.1    143.7       27.0 %



 Domestic asset management                       157.9    121.9     (22.8 %)



 Domestic insurance                             (12.0)   (6.5)    (45.8 %)



 Overseas wealth management                        9.2      8.1     (11.9 %)



 Overseas asset management                        82.1    166.3      102.5 %



 Overseas insurance and comprehensive services     1.3      9.1      613.4 %



 Headquarters                                  (214.0) (184.9)    (13.7 %)



 
            Total income from operations       137.6    257.7       87.3 %

  • Income from operations for domestic public securities for the fourth quarter of 2025 was RMB 143.7million (US$20.5 million), a 27.0% increase from the corresponding period in 2024.

  • Income from operations for domestic asset management for the fourth quarter of 2025 was RMB121.9 million (US$17.4 million), a 22.8% decrease from the corresponding period in 2024.

  • Loss from operationsfor domestic insurance for the fourth quarter of 2025 was RMB6.5 million (US$0.9 million), a 45.8% decrease from the corresponding period in 2024.

  • Income from operations for overseas wealth management for the fourth quarter of 2025 was RMB8.1 million (US$1.2 million), an 11.9% decrease from the corresponding period in 2024.

  • Income from operations for overseas asset management for the fourth quarter of 2025 was RMB166.3 million (US$23.8 million), a 102.5% increase from the corresponding period in 2024.

  • Income from operations for overseas insurance and comprehensive services for the fourth quarter of 2025 was RMB9.1 million (US$1.3 million), a 613.4% increase from the corresponding period in 2024.

  • Loss from operationsfor headquarters for the fourth quarter of 2025 was RMB184.9 million (US$26.4 million), a 13.7% decrease from the corresponding period in 2024.

Operating Margin

Operating margin for the fourth quarter of 2025 was 35.2%, compared with 21.1% for the corresponding period in 2024.

Interest Income

Interest income for the fourth quarter of 2025 was RMB32.6 million (US$4.7 million), a 15.6% decrease from the corresponding period in 2024.

Investment Income

Investment income for the fourth quarter of 2025 was RMB19.4 million (US$2.8 million), a 6.1% increase from the corresponding period in 2024, primarily due to an increase in unrealized income from fair value changes on certain equity investments.

Income Tax Expense

Income tax expenses for the fourth quarter of 2025 were RMB106.0 million (US$15.2 million), a 9.8% increase from the corresponding period in 2024, primarily due to a higher effective tax rate.

Net Income

  • Net Income
    • Net income for the fourth quarter of 2025 was RMB10.0 million (US$1.4 million), a 91.2% decrease from the corresponding period in 2024.

    • Net margin for the fourth quarter of 2025 was 1.4%, compared with 17.4% for the corresponding period in 2024.

    • Net income attributable to Noah shareholders for the fourth quarter of 2025 was RMB12.8 million (US$1.8 million), an 88.3% decrease from the corresponding period in 2024.

    • Net margin attributable to Noah shareholders for the fourth quarter of 2025 was 1.7%, compared with 16.8% for the corresponding period in 2024.

    • Net income attributable to Noah shareholders per basic and diluted ADS for the fourth quarter of 2025 was RMB0.18 (US$0.03) and RMB0.18 (US$0.03), respectively, compared with RMB1.56 and RMB1.55 respectively, for the corresponding period in 2024.
  • Non-GAAP Net Income Attributable to Noah Shareholders
    • Non-GAAP net income attributable to Noah shareholders for the fourth quarter of 2025 was RMB25.1 million (US$3.6 million), an 81.1% decrease from the corresponding period in 2024.

    • Non-GAAP net margin attributable to Noah shareholders for the fourth quarter of 2025 was 3.4%, compared with 20.3% for the corresponding period in 2024.

    • Non-GAAP net income attributable to Noah shareholders per diluted ADS for the fourth quarter of 2025 was RMB0.36 (US$0.05), compared with RMB1.87 for the corresponding period in 2024.

FULL YEAR 2025 FINANCIAL RESULTS

Net Revenues

Net revenues for the full year 2025 were RMB2,610.2 million (US$373.3 million), a 0.4% increase from 2024.

Net Revenues under the segmentation is as follows:


 
            (RMB millions,                   FY 2024 FY 2025  YoY Change


 
            except percentages)



 Domestic public securities                      488.8    566.5       15.9 %



 Domestic asset management                       772.0    692.5     (10.3 %)



 Domestic insurance                               42.9     18.6     (56.5 %)



 Overseas wealth management                      674.7    547.5     (18.8 %)



 Overseas asset management                       438.5    553.9       26.3 %



 Overseas insurance and comprehensive services   138.9    178.8       28.8 %



 Headquarters                                     45.2     52.4       15.9 %



 
            Total net revenues               2,601.0  2,610.2        0.4 %

  • Net revenues for domestic public securities for 2025 were RMB566.5 million (US$81.0 million), a 15.9% increase from the corresponding period in 2024, primarily due to an increase in performance-based income generated from domestic private secondary products.

  • Net revenues fordomestic asset management for 2025 were RMB692.5 million (US$99.0 million), a 10.3% decrease from the corresponding period in 2024, primarily due to a decrease in recurring service fees from domestic private equity products.

  • Net revenues fordomestic insurance for 2025 were RMB18.6 million (US$2.7 million), a 56.5% decrease from the corresponding period in 2024, mainly due to a decrease in distribution of domestic insurance products.

  • Net revenues foroverseas wealth management for 2025 were RMB547.5 million (US$78.3 million), an 18.8% decrease from the corresponding period in 2024, mainly due to a decrease in one-time commissions from the distribution of our products.

  • Net revenues foroverseas asset management for 2025 were RMB553.9 million (US$79.2 million), a 26.3% increase from the corresponding period in 2024, primarily due to an increase in performance-based income from overseas private equity products, as well as increases in one-time commissions and recurring service fees gained from the distribution of overseas private investment products.

  • Net revenues foroverseas insurance and comprehensive services for 2025 were RMB178.8 million (US$25.6 million), a 28.8% increase from the corresponding period in 2024, mainly due to an increase in commission gained from distribution of overseas insurance products by commission-only brokers.
  • Net revenues forheadquarters for 2025 were RMB52.4 million (US$7.5 million), a 15.9% increase from the corresponding period in 2024, primarily due to more value-added services that we offered to our high net worth clients.

Operating costs and expenses

Operating costs and expenses for 2025 were RMB1,833.6 million (US$262.2 million), a 6.8% decrease from 2024. Operating costs and expenses for 2025 primarily consisted of (i) compensation and benefits of RMB1,216.6 million (US$174.0 million); (ii) selling expenses of RMB242.8 million (US$34.7 million); (iii) general and administrative expenses of RMB305.6 million (US$43.7 million); (iv) provision for credit losses of RMB52.2 million (US$7.5 million); (v) other operating expenses of RMB62.9 million (US$9.0 million) ; and (vi) income gained from government subsidies of RMB46.5 million (US$6.6 million).

  • Operating costs and expenses for domestic public securities for 2025 were RMB139.1 million (US$19.9 million), an 18.1% decrease from the corresponding period in 2024, primarily due to our cost-control strategy on employee compensation in 2025.

  • Operating costs and expensesfor domestic asset management for 2025 were RMB126.2 million (US$18.0 million), a 36.3% decrease from the corresponding period in 2024, primarily due to our cost-control strategy on employee compensation in 2025, as well as a decrease in one-off expenses that Gopher paid to one of its funds as a general partner.

  • Operating costs and expensesfor domestic insurance for 2025 were RMB53.1 million (US$7.6 million), a 57.3% decrease from the corresponding period in 2024. The change was consistent with the decline in revenue from domestic insurance business.

  • Operating costs and expenses for overseas wealth management for 2025 were RMB404.9 million (US$57.9 million), a 28.9% decrease from the corresponding period in 2024, primarily due to our cost-control strategy on employee compensation in 2025, as well as a corresponding decrease in relationship manager commissions resulting from the reduction in one-time commissions.

  • Operating costs and expensesfor overseas asset management for 2025 were RMB144.7 million (US$20.7 million), a 70.4% increase from the corresponding period in 2024, which is consistent with the growth in revenue from overseas investment products managed by Olive Asset Management.

  • Operating costs and expensesfor overseas insurance and comprehensive services for 2025 were RMB124.9 million (US$17.9 million), a 33.7% increase from the corresponding period in 2024, primarily due to an increase in costs incurred by commission-only brokers.

  • Operating costs and expenses for headquarters for 2025 were RMB840.7 million (US$120.2 million), a 15.6% increase from the corresponding period in 2024, primarily due to an increase in provisions for credit losses related to the suspended lending business, as well as an increase in professional consulting and legal services fees.

Income(loss) from operations

Income(loss) from operations under the segmentation is as follows:


 
            (RMB millions,                   FY 2024 FY 2025  YoY Change


 
            except percentages)



 Domestic public securities                      319.0    427.4       34.0 %



 Domestic asset management                       574.1    566.3      (1.4 %)



 Domestic insurance                             (81.6)  (34.5)    (57.8 %)



 Overseas wealth management                      105.5    142.7       35.3 %



 Overseas asset management                       353.6    409.2       15.7 %



 Overseas insurance and comprehensive services    45.5     53.9       18.6 %



 Headquarters                                  (682.2) (788.3)      15.6 %



 
            Total income from operations       633.9    776.7       22.5 %

  • Income from operations for domestic public securities for 2025 was RMB427.4 million (US$61.1 million), a 34.0% increase from the corresponding period in 2024.

  • Income from operations for domestic asset management for 2025 was RMB566.3 million (US$81.0 million), a 1.4% decrease from the corresponding period in 2024.

  • Loss from operationsfor domestic insurance for 2025 was RMB34.5 million (US$4.9 million), a 57.8% decrease from the corresponding period in 2024.

  • Income from operations for overseas wealth management for 2025 was RMB142.7 million (US$20.4 million), a 35.3% increase from the corresponding period in 2024.

  • Income from operations for overseas asset management for 2025 was RMB409.2 million (US$58.5 million), a 15.7% increase from the corresponding period in 2024.

  • Income from operations for overseas insurance and comprehensive services for 2025 was RMB53.9 million (US$7.7 million), an 18.6% increase from the corresponding period in 2024.

  • Loss from operationsfor headquarters for 2025 was RMB788.3 million (US$112.7 million), a 15.6% increase from the corresponding period in 2024.

Operating Margin

Operating margin for 2025 was 29.8%, compared with 24.4% for 2024.

Interest Income

Interest income for 2025 was RMB127.5 million (US$18.2 million), an 18.1% decrease from the corresponding period in 2024.

Investment Income

Investment income for 2025 was RMB32.3 million (US$4.6 million), a 35.7% decrease from the corresponding period in 2024, primarily due to an increase in losses from our private equity fund investment.

Income Tax Expenses

Income tax expenses for 2025 were RMB297.8 million (US$42.6 million), a 10.9% increase from 2024, primarily due to a higher effective tax rate.

Net Income

  • Net Income
    • Net income for 2025 was RMB557.2 million (US$79.7 million), a 14.4% increase from 2024.

    • Net margin for 2025 was 21.3%, compared with 18.7% for 2024.

    • Net income attributable to Noah shareholders for 2025 was RMB558.9 million (US$79.9 million), a 17.5% increase from 2024.

    • Net margin attributable to Noah shareholders for 2025 was 21.4%, compared with 18.3% for the corresponding period in 2024.

    • Net income attributable to Noah shareholders per basic and diluted ADS for 2025 was RMB8.01 (US$1.15) and RMB7.94 (US$1.14), respectively, compared with RMB6.78 and RMB6.75, respectively, for the corresponding period in 2024.
  • Non-GAAP Net Income Attributable to Noah Shareholders
    • Non-GAAP net income attributable to Noah shareholders for 2025 was RMB611.9 million (US$87.5 million), an 11.2% increase from 2024.

    • Non-GAAP net margin attributable to Noah shareholders for 2025 was 23.4%, compared with 21.2% for the corresponding period in 2024.

    • Non-GAAP net income attributable to Noah shareholders per diluted ADS for 2025 was RMB8.69 (US$1.24), compared with RMB7.81 for the corresponding period in 2024.

BALANCE SHEET AND CASH FLOW

As of December 31, 2025, the Company had RMB4,360.9 million (US$623.6 million) in cash and cash equivalents, compared with RMB3,822.3 million as of December 31, 2024 and RMB3,837.4 million as of September 30, 2025.

Net cash inflow from the Company's operating activities during the fourth quarter of 2025 was RMB378.9 million (US$54.2 million), compared with RMB282.3 million in the corresponding period in 2024, primarily attributable to an increase in income taxes payable and the combined effect of changes in working capital items. Net cash inflow from the Company's operating activities in 2025 was RMB976.6 million (US$139.7 million), compared with RMB387.3 million in 2024, primarily attributable to changes in working capital, including increases in other current liabilities and income taxes payable.

Net cash inflow from the Company's investing activities during the fourth quarter of 2025 was RMB197.4 million (US$28.2 million), compared with net cash inflow of RMB72.9 million in the corresponding period in 2024. Net cash inflow from the Company's investing activities in 2025 was RMB299.5 million (US$42.8 million), compared to net cash outflow of RMB840.8 million in 2024, primarily due to various purchases of term deposits in 2024.

Net cash outflow from the Company's financing activities was RMB4.6 million (US$0.7 million) in the fourth quarter of 2025, compared to net cash outflow of RMB66.6 million in the corresponding period in 2024. Net cash outflow from the Company's financing activities in 2025 was RMB635.4 million (US$90.9 million), compared to net cash outflow of RMB1,134.2 million in 2024, primarily due to a decrease in payment of the final dividend to the Company's shareholders in 2025.

ANNUAL AND SPECIAL DIVIDEND

On March 24, 2026, the Company's Board of Directors (the "Board") approved, subject to shareholder approval at the AGM, an annual dividend of approximately RMB306.0 million (US$43.8 million) in total, which is equivalent to 50% of full year 2025 non-GAAP net income attributable to Noah shareholders, in accordance with the capital management and shareholder return policy (the "Policy") adopted on November 29, 2023. The Board has also approved, subject to shareholder approval at the AGM, a non-recurring special dividend of approximately RMB306.0 million (US$43.8 million) in total. The annual and special dividend payment plan will be reviewed during and announced after the Annual General Meeting, which is expected to be held in June 2026.

CONFERENCE CALL

The Company's senior management will host an earnings conference call to discuss its Q4 and full year 2025 Results and recent business activities. Details of the conference call are as follows:


 
            Dial-in details
 ?



 Conference title?                 Noah Holdings 4Q and Full Year 2025 Earnings
                                     Conference Call



 Date/Time?                        Tuesday, March 24, 2026 at 8:00 p.m., U.S. Eastern
                                     Time

                                    Wednesday, March 25, 2026 at 8:00 a.m., Hong Kong
                                     Time



 Dial in:



 - Hong Kong Toll Free:          
 800-963976



 - United States Toll Free:      
 1-888-317-6003



 - Mainland China Toll Free:     
 4001-206115



 - International Toll:           
 1-412-317-6061



 Participant Password:                                                        5020907

A telephone replay will be available starting approximately one hour after the end of the conference until March 31, 2026 at 1-855-669-9658 (US Toll Free) and 1-412-317-0088 (International Toll) with the access code 8287514.

DISCUSSION ON NON-GAAP MEASURES

In addition to disclosing financial results prepared in accordance with U.S. GAAP, the Company's earnings release contains non-GAAP financial measures excluding the effects of all forms of share-based compensation, non-cash settlement expenses or reversal and net of tax impact, if any. See "Reconciliation of GAAP to Non-GAAP Results" at the end of this press release.

The non-GAAP financial measures disclosed by the Company should not be considered a substitute for financial measures prepared in accordance with U.S. GAAP. The financial results reported in accordance with U.S. GAAP and reconciliation of GAAP to non-GAAP results should be carefully evaluated. The non-GAAP financial measures used by the Company may be prepared differently from and, therefore, may not be comparable to similarly titled measures used by other companies.

When evaluating the Company's operating performance in the periods presented, management reviewed the foregoing non-GAAP net income attributable to Noah shareholders and per diluted ADS and non-GAAP net margin attributable to Noah shareholders to supplement U.S. GAAP financial data. As such, the Company's management believes that the presentation of the non-GAAP financial measures provides important supplemental information to investors regarding financial and business trends relating to its results of operations in a manner consistent with that used by management.

ABOUT NOAH HOLDINGS LIMITED

Noah Holdings Limited (NYSE: NOAH and HKEX: 6686) is a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for global Chinese high-net-worth investors. Noah's American depositary shares, or ADSs, are listed on the New York Stock Exchange under the symbol "NOAH," and its shares are listed on the main board of the Hong Kong Stock Exchange under the stock code "6686." One ADS represents five ordinary shares, par value $0.00005 per share.

In 2025, Noah distributed RMB67.0 billion (US$9.6 billion) of investment products. Through Gopher Asset Management and Olive Asset Management, Noah had assets under management of RMB141.7 billion (US$20.3 billion) as of December 31, 2025.

Founded in 2005, the firm pioneered a business model combining wealth management and asset management and has continued to build its international platform over the years. As of December 31, 2025, Noah had 467,870 registered clients. Through its wealth management platform, the Group distributes private equity, public securities, and insurance products denominated in RMB and other currencies, while its asset management capabilities support broader global asset allocation needs. As of December 31, 2025, Noah had established branches and service capabilities across mainland China, Hong Kong, Singapore, Japan, and key U.S. markets, including New York, Los Angeles, and Silicon Valley, reflecting its international operating footprint.

For more information, please visit Noah's investor relations website at ir.noahgroup.com.

FOREIGN CURRENCY TRANSLATION

In this announcement, the unaudited financial results for the fourth quarter of 2025 and unaudited financial results for the full year ended December 31, 2025 are stated in RMB. This announcement contains currency conversions of certain RMB amounts into US$ at specified rates solely for the convenience of the reader. Unless otherwise noted, all translations from RMB to US$ are made at a rate of RMB6.9931 to US$1.00, the effective noon buying rate for December 31, 2025 as set forth in the H.10 statistical release of the Federal Reserve Board.

SAFE HARBOR STATEMENT

This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates," "confident" and similar statements. Noah may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission, in its annual report to shareholders, in announcements, circulars or other publications made on the website of The Stock Exchange of Hong Kong Limited (the "Hong Kong Stock Exchange"), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about Noah's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. These statements include, but are not limited to, estimates regarding the sufficiency of Noah's cash and cash equivalents and liquidity risk. A number of factors could cause Noah's actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: its goals and strategies; its future business development, financial condition and results of operations; the expected growth of the wealth management and asset management market in China and internationally; its expectations regarding demand for and market acceptance of the products it distributes; investment risks associated with investment products distributed to Noah's investors, including the risk of default by counterparties or loss of value due to market or business conditions or misconduct by counterparties; its expectations regarding keeping and strengthening its relationships with key clients; relevant government policies and regulations relating to its industries; its ability to attract and retain qualified employees; its ability to stay abreast of market trends and technological advances; its plans to invest in research and development to enhance its product choices and service offerings; competition in its industries in China and internationally; general economic and business conditions in China; and its ability to effectively protect its intellectual property rights and not to infringe on the intellectual property rights of others. Further information regarding these and other risks is included in Noah's filings with the U.S. Securities and Exchange Commission and the Hong Kong Stock Exchange. All information provided in this press release and in the attachments is as of the date of this press release, and Noah does not undertake any obligation to update any such information, including forward-looking statements, as a result of new information, future events or otherwise, except as required under the applicable law.

Contacts:

Noah Holdings Limited
Tel: +86-21-8035-8292
ir@noahgroup.com

-- FINANCIAL AND OPERATIONAL TABLES FOLLOW --


   
            
           Noah Holdings Limited



   
            
           Condensed Consolidated Balance Sheets



   
            
           (unaudited)




                                                                   
 As of


                                                                     September 30, December 31,   December
                                                                                                 31,2025
                                                                              2025          2025


                                                                     RMB'000       RMB'000        USD'000



   
            
           Assets


  
   Current assets:


        Cash and cash
         equivalents                                                     3,837,367     4,360,918     623,603


        Restricted cash                                                      6,071        11,143       1,593


        Short-term
         investments                                                     1,157,410       657,563      94,030


        Accounts receivable,
         net                                                               358,143       420,132      60,078


        Amounts due from
         related parties                                                   568,979       596,800      85,341


        Loans receivable,
         net                                                               117,598       112,416      16,075


        Other current assets                                               330,699       201,573      28,827


        Total current assets                                             6,376,267     6,360,545     909,547


      Long-term
       investments, net                                                    785,992     1,172,012     167,595


      Investment in
       affiliates                                                        1,469,275     1,326,131     189,634


      Property and
       equipment, net                                                    2,377,786     2,356,440     336,966


      Operating lease
       right-of-use
       assets, net                                                          98,947       103,027      14,733


      Deferred tax assets                                                  317,007       310,287      44,370


      Other non-current
       assets                                                              120,668       112,492      16,086



   
            
           Total Assets                               11,545,942    11,740,934   1,678,931



   
            
           Liabilities and Equity


  
   Current liabilities:


        Accrued payroll and
         welfare expenses                                                  346,233       407,558      58,280


        Income tax payable                                                 117,029       147,510      21,094


        Deferred revenues                                                   72,207        54,398       7,779


        Contingent
         liabilities                                                       462,042       505,496      72,285


        Other current
         liabilities                                                       340,086       312,240      44,650


      Total current
       liabilities                                                       1,337,597     1,427,202     204,088


      Deferred tax
       liabilities                                                         240,363       263,608      37,695


      Operating lease
       liabilities, non-
       current                                                              59,634        60,344       8,629


      Other non-current
       liabilities                                                           9,701         6,820         975


                               Total Liabilities                         1,647,295     1,757,974     251,387


                               Equity                                    9,898,647     9,982,960   1,427,544



   
            
           Total Liabilities and Equity               11,545,942    11,740,934   1,678,931

                                                                                                                        
    
           Noah Holdings Limited


                                                                                                                      
  
     Condensed Consolidated Income Statements


                                                                                                                           
     
            (unaudited)




                                                                                                                                                                                     
      Three months ended


                                                                                                                                                                        December 31,   December 31,            December 31,    Change


                                                                                                                                                                                2024            2025                     2025



        
            
              Revenues:                                                                                                                             RMB'000        RMB'000              USD'000



        Revenues from others:



            One-time commissions                                                                                                                                            131,086         106,411                   15,217    (18.8 %)



            Recurring service fees                                                                                                                                          158,733         162,613                   23,253       2.4 %



            Performance-based income                                                                                                                                         34,824          82,361                   11,777     136.5 %



        Other service fees                                                                                                                                                   52,434          40,250                    5,756    (23.2 %)



        Total revenues from others                                                                                                                                          377,077         391,635                   56,003       3.9 %



        Revenues from funds
  Gopher/Olive manages:



            One-time commissions                                                                                                                                              4,318           1,173                      168    (72.8 %)



            Recurring service fees                                                                                                                                          261,904         228,277                   32,643    (12.8 %)



            Performance-based income                                                                                                                                         14,490         115,929                   16,578     700.1 %



        Total revenues from funds                                                                                                                                           280,712         345,379                   49,389      23.0 %
  Gopher/Olive manages



        Total revenues                                                                                                                                                      657,789         737,014                  105,392      12.0 %



        Less: VAT related surcharges                                                                                                                                        (5,882)        (3,768)                   (539)   (35.9 %)



        
            
              Net revenues                                                                                                                            651,907         733,246                  104,853      12.5 %



        Operating costs and expenses:



          Compensation and benefits



            Relationship manager                                                                                                                                          (149,641)      (126,011)                (18,019)   (15.8 %)
  compensation



            Other compensations                                                                                                                                           (204,031)      (167,567)                (23,963)   (17.9 %)



          Total compensation and                                                                                                                                          (353,672)      (293,578)                (41,982)   (17.0 %)
  benefits



          Selling expenses                                                                                                                                                 (78,877)       (60,802)                 (8,695)   (22.9 %)



          General and administrative                                                                                                                                       (73,483)       (98,077)                (14,025)     33.5 %
  expenses





          Provision for credit losses                                                                                                                                      (18,894)        (3,524)                   (504)   (81.3 %)



          Other operating expenses                                                                                                                                         (17,198)       (22,208)                 (3,176)     29.1 %



          Government subsidies                                                                                                                                               27,791           2,686                      384    (90.3 %)



        Total operating costs and                                                                                                                                         (514,333)      (475,503)                (67,998)    (7.5 %)
  expenses



        
            
              Income from operations                                                                                                                  137,574         257,743                   36,855      87.3 %



        Other income (expense):



            Interest income                                                                                                                                                  38,563          32,558                    4,656    (15.6 %)



            Investment income                                                                                                                                                18,233          19,353                    2,767       6.1 %



            Settlement expenses, net                                                                                                                                            978           (400)                    (57)       N.A.



            Contingent litigation                                                                                                                                            14,000        (50,525)                 (7,225)       N.A.
  expenses, net



            Other income (expense)                                                                                                                                           43,829        (20,968)                 (2,998)       N.A.



        Total other income(loss)                                                                                                                                            115,603        (19,982)                 (2,857)       N.A.





        Income before taxes and                                                                                                                                             253,177         237,761                   33,998     (6.1 %)
  income from equity in
  affiliates



        Income tax expense                                                                                                                                                 (96,612)      (106,045)                (15,164)      9.8 %



        Loss from equity in affiliates                                                                                                                                     (42,884)      (121,713)                (17,405)    183.8 %



        
            Net income                                                                                                                                             113,681          10,003                    1,429    (91.2 %)



        Less: net income (loss)
  attributable to non-controlling
  interests


                                                                                                                                                                               3,930         (2,820)                   (403)       N.A.



        
            Net income attributable to                                                                                                                             109,751          12,823                    1,832    (88.3 %)
  Noah shareholders





        Income per ADS, basic                                                                                                                                                  1.56            0.18                     0.03    (88.5 %)



        Income per ADS, diluted                                                                                                                                                1.55            0.18                     0.03    (88.4 %)





        
            Margin analysis:



        Operating margin                                                                                                                                                     21.1 %         35.2 %                  35.2 %



        Net margin                                                                                                                                                           17.4 %          1.4 %                   1.4 %





        Weighted average ADS
  equivalent[1]:



        Basic                                                                                                                                                            70,296,590      69,650,605               69,650,605



        Diluted                                                                                                                                                          70,901,802      70,429,668               70,429,668



        ADS equivalent outstanding at                                                                                                                                    66,078,707      66,674,068               66,674,068
  end of period





        [1] Assumes all outstanding ordinary shares are represented by ADSs. Five ordinary shares represent one ADS.

                                                                                                                        
   
   
          Noah Holdings Limited


                                                                                                                 
        
   
   Condensed Consolidated Income Statements




                                                                                                                                                                             Twelve months
                                                                                                                                                                                 ended


                                                                                                                                                                             December 31,  December 31,  December 31,    Change


                                                                                                                                                                                      2024          2025           2025


                                                                                                                                                                               (audited)   (unaudited)   (unaudited)



          
            
              Revenues:                                                                                                                           
    RMB'000       RMB'000       USD'000



          Revenues from others:



              One-time commissions                                                                                                                                                614,258       574,255         82,117     (6.5 %)



              Recurring service fees                                                                                                                                              631,505       624,589         89,315     (1.1 %)



              Performance-based income                                                                                                                                             47,841       116,247         16,623     143.0 %



              Other service fees                                                                                                                                                  186,108       161,299         23,065    (13.3 %)



          Total revenues from others                                                                                                                                            1,479,712     1,476,390        211,120     (0.2 %)



          Revenues from funds
    Gopher/Olive manages:



              One-time commissions                                                                                                                                                 21,288         7,284          1,042    (65.8 %)



              Recurring service fees                                                                                                                                            1,015,436       990,515        141,642     (2.5 %)



              Performance-based income                                                                                                                                            104,898       155,598         22,250      48.3 %



          Total revenues from funds                                                                                                                                             1,141,622     1,153,397        164,934       1.0 %
    Gopher/Olive manages



          Total revenues                                                                                                                                                        2,621,334     2,629,787        376,054       0.3 %



          Less: VAT related surcharges                                                                                                                                           (20,352)     (19,547)       (2,795)    (4.0 %)



          
            
              Net revenues                                                                                                                              2,600,982     2,610,240        373,259       0.4 %



          Operating costs and expenses:



            Compensation and benefits



              Relationship manager                                                                                                                                              (562,523)    (498,454)      (71,278)   (11.4 %)
    compensation



              Other compensations                                                                                                                                               (786,928)    (718,098)     (102,687)    (8.7 %)



            Total compensation and                                                                                                                                            (1,349,451)  (1,216,552)     (173,965)    (9.8 %)
    benefits





            Selling expenses                                                                                                                                                    (269,038)    (242,808)      (34,721)    (9.7 %)



            General and administrative                                                                                                                                          (296,751)    (305,590)      (43,699)      3.0 %
    expenses





            Provision for credit losses                                                                                                                                          (23,882)     (52,226)       (7,468)    118.7 %



            Other operating expenses                                                                                                                                             (93,210)     (62,872)       (8,991)   (32.5 %)



          Government subsidies                                                                                                                                                     65,239        46,472          6,645    (28.8 %)



          Total operating costs and                                                                                                                                           (1,967,093)  (1,833,576)     (262,199)    (6.8 %)
    expenses





          
            
              Income from operations                                                                                                                      633,889       776,664        111,060      22.5 %



          Other income (expense):



              Interest income                                                                                                                                                     155,751       127,547         18,239    (18.1 %)



              Investment income                                                                                                                                                    50,152        32,254          4,612    (35.7 %)



              Settlement reversal                                                                                                                                                  12,454           956            137    (92.3 %)



          Contingent litigation expenses,                                                                                                                                          14,000      (50,182)       (7,176)       N.A.
net



              Other income (loss)                                                                                                                                                   1,359      (30,814)       (4,406)       N.A.



          Total other income                                                                                                                                                      233,716        79,761         11,406    (65.9 %)





          Income before taxes and                                                                                                                                                 867,605       856,425        122,466     (1.3 %)
    income from equity in affiliates



          Income tax expense                                                                                                                                                    (268,591)    (297,811)      (42,586)     10.9 %





          Loss from equity in affiliates                                                                                                                                        (112,010)      (1,395)         (199)   (98.8 %)



          
            Net income                                                                                                                                                 487,004       557,219         79,681      14.4 %



          Less: net income (loss)                                                                                                                                                  11,559       (1,638)         (234)       N.A.
    attributable to non-controlling
    interests



          
            Net income attributable to                                                                                                                                 475,445       558,857         79,915      17.5 %
    Noah shareholders







          Income per ADS, basic                                                                                                                                                      6.78          8.01           1.15      18.1 %



          Income per ADS, diluted                                                                                                                                                    6.75          7.94           1.14      17.6 %





          
            Margin analysis:



          Operating margin                                                                                                                                                         24.4 %       29.8 %        29.8 %



          Net margin                                                                                                                                                               18.7 %       21.3 %        21.3 %





          Weighted average ADS
    equivalent[1]:



          Basic                                                                                                                                                                70,169,529    69,754,984     69,754,984



          Diluted                                                                                                                                                              70,470,251    70,392,528     70,392,528



          ADS equivalent outstanding at                                                                                                                                        66,078,707    66,674,068     66,674,068
    end of period





          [1] Assumes all outstanding ordinary shares are represented by ADSs. Five ordinary shares represent one ADS.


          
            
              Noah Holdings Limited



          
            
              Condensed Comprehensive Income Statements



          
            
              (unaudited)




                                                                                              
      Three months ended


                                                                                 December 31,   December 31,            December 31,     Change


                                                                                         2024            2025                     2025


                                                                                 RMB'000        RMB'000                 USD'000



          Net income                                                                 113,681          10,003                    1,429      (91.2 %)



          Other comprehensive income (loss), net of tax:



               Foreign currency translation adjustments                              121,470        (60,013)                 (8,582)     N.A.



          Fair value fluctuation of available for sale                                                                                N.A.
Investment (after tax)
                                                                                            -            238                       34



          Comprehensive income (loss)                                                235,151        (49,772)                 (7,119)     N.A.



               Less: Comprehensive income (loss)                                                                                      N.A.
attributable to non-controlling interests


                                                                                        3,918         (2,674)                   (382)



          Comprehensive income (loss) attributable to                                231,233        (47,098)                 (6,737)     N.A.
Noah shareholders


          
            
              Noah Holdings Limited



          
            
              Condensed Comprehensive Income Statements




                                                                                 
          Twelve months ended


                                                                                            December 31,                December 31,        December 31,          Change


                                                                                         2024                         2025                 2025


                                                                                            (audited)                (unaudited)         (unaudited)


                                                                                            RMB'000                RMB'000             USD'000



          Net income                                                              487,004                           557,219               79,681             14.4 %



          Other comprehensive income, net of tax:



              Foreign currency translation                                                                     (145,751)            (20,842)              N.A.
    adjustments
                                                                                   112,131



              Fair value fluctuation of available for                                                                945                  135               N.A.
    sale Investment (after tax)
                                                                                         -



          Comprehensive income                                                    599,135                           412,413               58,974           (31.2 %)



              Less: Comprehensive income (loss)                                                                  (1,647)               (236)              N.A.
   attributable to non-controlling interests
                                                                                    11,758



          Comprehensive income attributable to                                                                   414,060               59,210           (29.5 %)
Noah shareholders


                                                                                   587,377


          
            
              Noah Holdings Limited



          
            
              Segment Condensed Income Statements



          
            
              (unaudited)




                                                                    
          
        
              Three months ended December 31, 2025




                                                                               Domestic              Domestic                  Domestic                Overseas               Overseas                  Overseas      Headquarters         Total
                                                                    public                asset                     insurance               wealth                 asset                     insurance
                                                                     securities           management                                        management             management                and
                                                                                                                                                                                           comprehensive
                                                                                                                                                                                           services


                                                                               RMB'000               RMB'000                   RMB'000                 RMB'000                RMB'000                   RMB'000       RMB'000              RMB'000





          
            
              Revenues:



          Revenues from others



          One-time commissions                                                   9,678                    385                        343                   53,050                   7,823                     35,132                            106,411



          Recurring service fees                                                92,519                 36,255                                             10,152                  23,687                                                      162,613



          Performance-based income                                              81,771                    585                                                                         5                                                       82,361



          Other service fees                                                         -                                                                  16,883                                             7,235             16,132           40,250



          Total revenues from others                                           183,968                 37,225                        343                   80,085                  31,515                     42,367             16,132          391,635



          Revenues from funds
Gopher/Olive manages



          One-time commissions                                                   1,173                                                                                                                                                       1,173



          Recurring service fees                                                 7,601                121,153                                             29,858                  69,665                                                      228,277



          Performance-based income                                                  63                    924                                                                   114,942                                                      115,929



          Total revenues from funds                                                                                                                   29,858                 184,607
    Gopher/Olive manages
                                                                                  8,837                122,077                                                                                                                               345,379



          Total revenues                                                       192,805                159,302                        343                  109,943                 216,122                     42,367             16,132          737,014



          Less: VAT related surcharges                                         (1,432)                 (244)                       (8)                                                                                    (2,084)         (3,768)


                                       Net revenues                             191,373                159,058                        335                  109,943                 216,122                     42,367             14,048          733,246



          Operating costs and expenses:



          Compensation and benefits



          Relationship manager                                                (32,202)               (7,990)                     (508)                (60,769)               (15,911)                   (8,631)                         (126,011)
compensation



          Other compensations                                                  (6,172)              (15,882)                   (3,178)                (17,645)               (18,464)                  (11,797)          (94,429)       (167,567)



          Total compensation and                                              (38,374)              (23,872)                   (3,686)                (78,414)               (34,375)                  (20,428)          (94,429)       (293,578)
   benefits



          Selling expenses                                                     (8,418)               (3,091)                     (309)                (16,058)               (10,545)                   (8,597)          (13,784)        (60,802)



          General and administrative                                             (702)               (3,800)                   (2,859)                 (2,473)                (4,118)                   (2,022)          (82,103)        (98,077)
   expenses



          Provision for (reversal of)                                             (10)               (4,282)                                                                                              2,534            (1,766)         (3,524)
   credit losses



          Other operating expenses                                               (200)               (3,124)                                           (4,888)                  (807)                   (4,758)           (8,431)        (22,208)



          Government subsidies                                                       6                    988                                                                                                                 1,692            2,686



          Total operating costs and                                           (47,698)              (37,181)                   (6,854)               (101,833)               (49,845)                  (33,271)         (198,821)       (475,503)
   expenses


                                       Income (loss) from                       143,675                121,877                    (6,519)                   8,110                 166,277                      9,096          (184,773)         257,743
operations


          
            
              Noah Holdings Limited



          
            
              Segment Condensed Income Statements



          
            
              (unaudited)




                                                                    
          
        
              Three months ended December 31, 2024




                                                                               Domestic              Domestic                  Domestic                Overseas               Overseas                  Overseas      Headquarters           Total
                                                                    public                asset                     insurance               wealth                 asset                     insurance
                                                                     securities           management                                        management             management                and
                                                                                                                                                                                           comprehensive
                                                                                                                                                                                           services


                                                                               RMB'000               RMB'000                   RMB'000                 RMB'000                RMB'000                   RMB'000       RMB'000                RMB'000





          
            
              Revenues:



          Revenues from others



          One-time commissions                                                  10,448                     55                      3,971                   92,234                   3,166                     21,212                              131,086



          Recurring service fees                                                92,505                 41,895                                              7,237                  16,887                                          209            158,733



          Performance-based income                                              29,740                  4,908                                                                       176                                                         34,824



          Other service fees                                                         -                                                                  24,823                                            10,638             16,973             52,434



          Total revenues from others                                           132,693                 46,858                      3,971                  124,294                  20,229                     31,850             17,182            377,077



          Revenues from funds
Gopher/Olive manages



          One-time commissions                                                   2,889                                                                    1,000                     429                                                          4,318



          Recurring service fees                                                12,207                145,406                                             31,287                  73,004                                                        261,904



          Performance-based income                                                  51                  6,712                                                                     7,727                                                         14,490



          Total revenues from funds                                                                                                                   32,287                  81,160
    Gopher/Olive manages
                                                                                 15,147                152,118                                                                                                                                 280,712



          Total revenues                                                       147,840                198,976                      3,971                  156,581                 101,389                     31,850             17,182            657,789



          Less: VAT related surcharges                                         (1,605)                 (271)                      (26)                                                                                    (3,980)           (5,882)


                                       Net revenues                             146,235                198,705                      3,945                  156,581                 101,389                     31,850             13,202            651,907



          Operating costs and expenses:



          Compensation and benefits



          Relationship manager                                                (29,268)                                         (4,435)                (88,651)                  (575)                   (4,540)
compensation
                                                                                                   (22,172)                                                                                                                              (149,641)



          Other compensations                                                  (8,645)              (15,709)                   (7,520)                (29,584)               (13,843)                  (11,468)         (117,262)         (204,031)



          Total compensation and                                              (37,913)              (37,881)                  (11,955)               (118,235)               (14,418)                  (16,008)         (117,262)         (353,672)
   benefits



          Selling expenses                                                     (2,689)               (3,493)                   (1,100)                (26,829)                (3,545)                   (5,036)          (36,185)          (78,877)



          General and administrative                                             (535)               (5,022)                   (2,963)                 (2,314)                (1,322)                   (3,497)          (57,830)          (73,483)
   expenses



          Provision for credit losses                                                -                                                                                                                  (1,912)          (16,982)          (18,894)



          Other operating expenses                                               (681)                 (512)                     (430)                                                                  (4,122)          (11,453)          (17,198)



          Government subsidies                                                   8,689                  6,135                        470                                                                                      12,497             27,791



          Total operating costs and                                           (33,129)              (40,773)                  (15,978)               (147,378)               (19,285)                  (30,575)         (227,215)         (514,333)
   expenses


                                       Income (loss) from                       113,106                157,932                   (12,033)                   9,203                  82,104                      1,275          (214,013)           137,574
operations


          
            
              Noah Holdings Limited



          
            
              Segment Condensed Income Statements



          
            
              (
            
            
              unaudited
        
            
          )




                                                                                            
         
            
          Twelve months ended December 31, 2025




                                                                                   Domestic              Domestic              Domestic                  Overseas               Overseas                  Overseas      Headquarters           Total
                                                                        public                asset                  insurance                wealth                 asset                     insurance
                                                                         securities           management                                      management             management                and
                                                                                                                                                                                             comprehensive
                                                                                                                                                                                             services


                                                                                   RMB'000               RMB'000               RMB'000                   RMB'000                RMB'000                   RMB'000       RMB'000                RMB'000





          
            
              Revenues:



          Revenues from others



          One-time commissions                                                      53,152                  1,243                 18,772                    320,221                  30,264                    150,603                              574,255



          Recurring service fees                                                   352,345                143,040                                           38,765                  90,439                                                        624,589



          Performance-based income                                                 115,467                    630                                                                     150                                                        116,247



          Other service fees                                                             -                                                                65,782                                            28,191             67,326            161,299



          Total revenues from others                                               520,964                144,913                 18,772                    424,768                 120,853                    178,794             67,326          1,476,390



          Revenues from funds
Gopher/Olive manages



          One-time commissions                                                       6,682                    188                                              290                     124                                                          7,284



          Recurring service fees                                                    40,708                541,537                                          122,482                 285,788                                                        990,515



          Performance-based income                                                   1,923                  6,505                                                                 147,170                                                        155,598



          Total revenues from funds                                                                                                                    122,772                 433,082                                                      1,153,397
    Gopher/Olive manages
                                                                                     49,313                548,230



          Total revenues                                                           570,277                693,143                 18,772                    547,540                 553,935                    178,794             67,326          2,629,787



          Less: VAT related surcharges                                             (3,788)                 (675)                 (124)                                                                                     (14,960)          (19,547)



          
            
              Net revenues                                 566,489                692,468                 18,648                    547,540                 553,935                    178,794             52,366          2,610,240



          Operating costs and expenses:



          Compensation and benefits



          Relationship manager                                                   (107,156)              (45,299)              (15,462)                 (254,769)               (44,221)                  (31,547)                           (498,454)
compensation



          Other compensations                                                     (26,423)              (63,870)              (22,190)                  (79,764)               (63,510)                  (48,202)         (414,139)         (718,098)



          Total compensation and                                                 (133,579)             (109,169)              (37,652)                 (334,533)              (107,731)                  (79,749)         (414,139)       (1,216,552)
    benefits



          Selling expenses                                                        (17,279)               (9,405)               (5,025)                  (59,625)               (30,361)                  (18,680)         (102,433)         (242,808)



          General and administrative                                                 (898)              (10,154)              (10,034)                   (5,829)                (5,829)                   (6,516)         (266,330)         (305,590)
    expenses



          (Reversal of) provision for                                                2,424                (9,071)                     0                                                                       5,356           (50,935)          (52,226)
    credit losses



          Other operating expenses                                                 (1,757)                 1,891                  (406)                   (4,888)                  (807)                  (25,284)          (31,621)          (62,872)



          Government subsidies                                                      11,977                  9,705                     12                                                11                         22             24,745             46,472



          Total operating costs and                                              (139,112)             (126,203)              (53,105)                 (404,875)              (144,717)                 (124,851)         (840,713)       (1,833,576)
    expenses


                                       Income (loss) from operations                427,377                566,265               (34,457)                   142,665                 409,218                     53,943          (788,347)           776,664


          
            
              Noah Holdings Limited



          
            
              Segment Condensed Income Statements



          
            
              (Audited)




                                                                                            
          Twelve months ended December 31, 2024




                                                                                   Domestic              Domestic                  Domestic              Overseas               Overseas                  Overseas      Headquarters           Total
                                                                        public                asset                      insurance            wealth                 asset                     insurance
                                                                         securities           management                                      management             management                 and
                                                                                                                                                                                                comprehensive
                                                                                                                                                                                             services


                                                                                   RMB'000               RMB'000                   RMB'000               RMB'000                RMB'000                   RMB'000       RMB'000                RMB'000





          
            
              Revenues:



          Revenues from others



          One-time commissions                                                      18,619                  1,354                     43,204                435,937                  14,785                    100,359                              614,258



          Recurring service fees                                                   365,992                188,545                                           22,694                  52,952                                        1,322            631,505



          Performance-based income                                                  38,058                  4,908                                                                   4,875                                                         47,841



          Other service fees                                                             -                                                                89,846                                            38,507             57,755            186,108



          Total revenues from others                                               422,669                194,807                     43,204                548,477                  72,612                    138,866             59,077          1,479,712



          Revenues from funds
Gopher/Olive manages



          One-time commissions                                                      13,358                                                                  5,551                   2,379                                                         21,288



          Recurring service fees                                                    56,441                556,742                                          120,669                 281,584                                                      1,015,436



          Performance-based income                                                   1,301                 21,659                                                                  81,938                                                        104,898



          Total revenues from funds                                                                                                                    126,220                 365,901                                                      1,141,622
    Gopher/Olive manages
                                                                                     71,100                578,401



          Total revenues                                                           493,769                773,208                     43,204                674,697                 438,513                    138,866             59,077          2,621,334



          Less: VAT related surcharges                                             (5,017)               (1,101)                     (337)                                                                                 (13,897)          (20,352)



          
            
              Net revenues                                 488,752                772,107                     42,867                674,697                 438,513                    138,866             45,180          2,600,982



          Operating costs and expenses:



          Compensation and benefits



          Relationship manager                                                   (128,189)              (71,316)                  (53,904)             (294,973)                (3,730)                  (10,411)                           (562,523)
compensation



          Other compensations                                                     (42,730)              (80,182)                  (41,280)             (154,506)               (55,104)                  (46,253)         (366,873)         (786,928)



          Total compensation and                                                 (170,919)             (151,498)                  (95,184)             (449,479)               (58,834)                  (56,664)         (366,873)       (1,349,451)
    benefits



          Selling expenses                                                         (8,429)              (10,574)                   (5,599)             (106,175)               (22,321)                  (12,177)         (103,763)         (269,038)



          General and administrative                                               (2,012)              (12,807)                  (23,696)              (13,589)                (3,759)                   (7,307)         (233,581)         (296,751)
    expenses



          Provision for credit losses                                                 (88)              (10,083)                                                                                          (7,307)           (6,404)          (23,882)



          Other operating expenses                                                 (1,771)              (23,829)                     (449)                                                                (9,944)          (57,217)          (93,210)



          Government subsidies                                                      13,448                 10,796                        479                                                                                    40,516             65,239



          Total operating costs and                                              (169,771)             (197,995)                 (124,449)             (569,243)               (84,914)                  (93,399)         (727,322)       (1,967,093)
    expenses


                                       Income (loss) from operations                318,981                574,112                   (81,582)               105,454                 353,599                     45,467          (682,142)           633,889


          
            
              Noah Holdings Limited



          
            
              Additional Business Information



          
            
               (unaudited)




                                              
          Three months ended December 31, 2025


                                                                                       Wealth               Asset                Other       Total
                                                                            Management           Management           Businesses

                                                                                        Business            Business


                                                                                       RMB'000              RMB'000              RMB'000     RMB'000





          
            
              Revenues:



          Revenues from others



          One-time commissions                                                          106,411                                              106,411



          Recurring service fees                                                        162,613                                              162,613



          Performance-based income                                                       82,361                                               82,361



          Other service fees                                                             27,150                                   13,100       40,250



          Total revenues from others                                                    378,535                                   13,100      391,635



          Revenues from funds Gopher/Olive
manages



          One-time commissions                                                              422                  751                            1,173



          Recurring service fees                                                         45,156              183,121                          228,277



          Performance-based income                                                            -             115,929                          115,929



          Total revenues from funds                                                                                                       345,379
    Gopher/Olive manages
                                                                                          45,578              299,801



          Total revenues                                                                424,113              299,801               13,100      737,014



          Less: VAT related surcharges                                                  (1,642)               (244)             (1,882)     (3,768)



          
            
              Net revenues                                      422,471              299,557               11,218      733,246



          Operating costs and expenses:



          Compensation and benefits



          Relationship manager                                                        (122,938)             (3,073)                       (126,011)
compensation



          Other compensations                                                         (109,118)            (53,243)             (5,206)   (167,567)



          Total compensation and benefits                                             (232,056)            (56,316)             (5,206)   (293,578)



          Selling expenses                                                             (45,119)            (10,900)             (4,783)    (60,802)



          General and administrative                                                   (63,806)            (24,849)             (9,422)    (98,077)
    expenses



          (Reversal of) provision for credit                                                758              (4,282)                         (3,524)
    losses



          Other operating expenses                                                     (10,445)             (3,927)             (7,836)    (22,208)



          Government subsidies                                                              698                  988                1,000        2,686



          Total operating costs and expenses                                          (349,970)            (99,286)            (26,247)   (475,503)


                                       Income (loss) from operations                      72,501              200,271             (15,029)     257,743


          
            
              Noah Holdings Limited



          
            
              Additional Business Information



          
            
              (unaudited)




                                                                       
          Three months ended December 31, 2024


                                                                                  Wealth                     Asset                Other       Total
                                                                       Management                 Management           Businesses

                                                                                   Business                  Business


                                                                                  RMB'000                    RMB'000              RMB'000     RMB'000





          
            
              Revenues:



          Revenues from others



          One-time commissions                                                     131,086                                                    131,086



          Recurring service fees                                                   158,733                                                    158,733



          Performance-based income                                                  34,824                                                     34,824



          Other service fees                                                        40,451                                         11,983       52,434



          Total revenues from others                                               365,094                                         11,983      377,077



          Revenues from funds Gopher/Olive
manages



          One-time commissions                                                       3,422                        896                            4,318



          Recurring service fees                                                    91,264                    170,640                          261,904



          Performance-based income                                                       -                    14,490                           14,490



          Total revenues from funds
    Gopher/Olive manages
                                                                                     94,686                    186,026                          280,712



          Total revenues                                                           459,780                    186,026               11,983      657,789



          Less: VAT related surcharges                                             (2,397)                     (271)             (3,214)     (5,882)



          
            
              Net revenues                                 457,383                    185,755                8,769      651,907



          Operating costs and expenses:



          Compensation and benefits



          Relationship manager                                                   (140,276)                   (9,365)                       (149,641)
compensation



          Other compensations                                                    (136,829)                  (56,279)            (10,923)   (204,031)



          Total compensation and benefits                                        (277,105)                  (65,644)            (10,923)   (353,672)



          Selling expenses                                                        (56,588)                  (10,871)            (11,418)    (78,877)



          General and administrative                                              (41,706)                  (20,334)            (11,443)    (73,483)
    expenses



          Provision for credit losses                                             (15,724)                     (577)             (2,593)    (18,894)



          Other operating expenses                                                (13,576)                     (465)             (3,157)    (17,198)



          Government subsidies                                                      21,645                      6,135                   11       27,791



          Total operating costs and expenses                                     (383,054)                  (91,756)            (39,523)   (514,333)


                                       Income (loss) from operations                 74,329                     93,999             (30,754)     137,574


          
            
              Noah Holdings Limited



          
            
              Additional Business Information



          
            
              (unaudited)




                                                                                            
     Twelve months ended December 31, 2025


                                                                                  Wealth                 Asset                       Other         Total
                                                                       Management             Management                  Businesses

                                                                                   Business              Business


                                                                                  RMB'000                RMB'000                     RMB'000       RMB'000





          
            
              Revenues:



          Revenues from others



          One-time commissions                                                     574,255                                                         574,255



          Recurring service fees                                                   624,589                                                         624,589



          Performance-based income                                                 116,247                                                         116,247



          Other service fees                                                       106,870                                            54,429        161,299



          Total revenues from others                                             1,421,961                                            54,429      1,476,390



          Revenues from funds Gopher/Olive
manages



          One-time commissions                                                       4,029                  3,255                                     7,284



          Recurring service fees                                                   289,620                700,895                                   990,515



          Performance-based income                                                       -               155,598                                   155,598



          Total revenues from funds                                                293,649                859,748                                 1,153,397
    Gopher/Olive manages



          Total revenues                                                         1,715,610                859,748                      54,429      2,629,787



          Less: VAT related surcharges                                             (6,279)                 (677)                   (12,591)      (19,547)



          
            
              Net revenues                               1,709,331                859,071                      41,838      2,610,240



          Operating costs and expenses:



          Compensation and benefits



          Relationship manager                                                   (490,947)               (7,507)                                (498,454)
compensation



          Other compensations                                                    (476,917)             (215,432)                   (25,749)     (718,098)



          Total compensation and benefits                                        (967,864)             (222,939)                   (25,749)   (1,216,552)



          Selling expenses                                                       (173,427)              (48,034)                   (21,347)     (242,808)



          General and administrative                                             (197,361)              (71,669)                   (36,560)     (305,590)
    expenses



           (Reversal of) provision for credit                                          225                (9,040)                   (43,411)      (52,226)
losses



          Other operating expenses                                                (36,053)                 (208)                   (26,611)      (62,872)



          Government subsidies                                                      35,711                  9,735                       1,026         46,472



          Total operating costs and expenses                                   (1,338,769)             (342,155)                  (152,652)   (1,833,576)


                                       Income (loss) from operations                370,562                516,916                   (110,814)       776,664


          
            
              Noah Holdings Limited



          
            
              Additional Business Information



          
            
               (unaudited)




                                                                       
          Twelve months ended December 31, 2024


                                                                                  Wealth                      Asset                Other         Total
                                                                       Management                  Management           Businesses

                                                                                   Business                   Business


                                                                                  RMB'000                     RMB'000              RMB'000       RMB'000





          
            
              Revenues:



          Revenues from others



          One-time commissions                                                     614,258                                                       614,258



          Recurring service fees                                                   631,505                                                       631,505



          Performance-based income                                                  47,841                                                        47,841



          Other service fees                                                       141,631                                          44,477        186,108



          Total revenues from others                                             1,435,235                                          44,477      1,479,712



          Revenues from funds
Gopher/Olive manages



          One-time commissions                                                      20,110                       1,178                             21,288



          Recurring service fees                                                   351,998                     663,438                          1,015,436



          Performance-based income                                                   1,089                     103,809                            104,898



          Total revenues from funds                                                373,197                     768,425                          1,141,622
    Gopher/Olive manages



          Total revenues                                                         1,808,432                     768,425               44,477      2,621,334



          Less: VAT related surcharges                                             (7,726)                    (1,081)            (11,545)      (20,352)



          
            
              Net revenues                               1,800,706                     767,344               32,932      2,600,982



          Operating costs and expenses:



          Compensation and benefits



          Relationship manager                                                   (531,172)                   (31,351)                         (562,523)
compensation



          Other compensations                                                    (534,031)                  (213,668)            (39,229)     (786,928)



          Total compensation and benefits                                      (1,065,203)                  (245,019)            (39,229)   (1,349,451)



          Selling expenses                                                       (195,830)                   (46,811)            (26,397)     (269,038)



          General and administrative                                             (184,688)                   (70,795)            (41,268)     (296,751)
    expenses



          Provision for (reversal of) credit                                      (22,157)                    (3,698)               1,973       (23,882)
    losses



          Other operating expenses                                                (43,107)                   (23,948)            (26,155)      (93,210)



          Government subsidies                                                      54,324                      10,797                  118         65,239



          Total operating costs and expenses                                   (1,456,661)                  (379,474)           (130,958)   (1,967,093)


                                       Income (loss) from operations                344,045                     387,870             (98,026)       633,889

                 
       
         
             Noah Holdings Limited


            
   
         
          Supplemental Revenue Information by Geography


                   
          
        
               (unaudited)




                                  
         Three months ended


                                            December 31,                   December 31,  Change
                                                    2024                            2025


                                            (in thousands of RMB, except
                                             percentages)




                   Revenues:


 Mainland China                                  367,969                         368,582      0.2 %


 Hong Kong                                       195,970                         301,467     53.8 %


 Others                                           93,850                          66,965   (28.6 %)


                   Total revenues                657,789                         737,014     12.0 %

                                 
    
            
              Noah Holdings Limited


                          
     
      
              Supplemental Revenue Information by Geography




                                                                         
          Twelve months ended


                                   December 31,                                            December 31,              Change
                                                                    2024                                        2025


                                                               (audited)                                (unaudited)


                                   (in thousands of RMB, except
                                    percentages)




                 Revenues:



 Mainland China                                               1,369,258                                   1,349,519   (1.4 %)



 Hong Kong                                                      925,846                                     986,362     6.5 %



 Others                                                         326,230                                     293,906   (9.9 %)


                 Total revenues                                2,621,334                                   2,629,787     0.3 %

                                  
          
   
              Noah Holdings Limited


                     
          
            
     Supplement Revenue Information by Product Types


                                       
       
      
               (unaudited)




                                                          
          Three months ended


                                                                     December 31,                  December 31,  Change
                                                                             2024                           2025


                                                                     (in thousands of RMB, except
                                                                      percentages)





 
            
              Mainland China:



 Public securities products [1]                                          147,840                        192,805     30.4 %



 Private equity products                                                 198,976                        159,302   (19.9 %)



 Insurance products                                                        3,971                            343   (91.4 %)



 Others                                                                   17,182                         16,132    (6.1 %)



 Subtotal                                                                367,969                        368,582      0.2 %





 
            
              Overseas:



 Investment products [2]                                                 140,621                        266,575     89.6 %



 Insurance products                                                      106,058                         69,929   (34.1 %)



 Online business [3]                                                       9,782                         10,846     10.9 %



 Others                                                                   33,359                         21,082   (36.8 %)



 Subtotal                                                                289,820                        368,432     27.1 %



 
            
              Total revenues                              657,789                        737,014     12.0 %


          [1] Includes mutual funds and private secondary products.



          [2] Includes non-money market mutual fund products, discretionary products, private secondary products,
private equity products, real estate products and private credit products.



          [3] Includes money market mutual fund products, securities brokerage business.

                                                
 
   
              Noah Holdings Limited


                                      
       
   
     Supplement Revenue Information by Product Types




                                                    
    Twelve months ended


                                                         December 31,                                   December 31,              Change
                                                                                            2024                             2025


                                                                                     (unaudited)                     (unaudited)


                                                         (in thousands of RMB, except
                                                          percentages)





 
            
              Mainland China:



 Public securities products [1]                                                         493,769                          570,280     15.5 %



 Private equity products                                                                773,208                          692,423   (10.4 %)



 Insurance products                                                                      43,204                           18,772   (56.6 %)



 Others                                                                                  59,077                           68,044     15.2 %



 Subtotal                                                                             1,369,258                        1,349,519    (1.4 %)





 
            
              Overseas:



 Investment products [2]                                                                598,578                          754,644     26.1 %



 Insurance products                                                                     501,799                          400,213   (20.2 %)



 Online business [3]                                                                     30,032                           43,798     45.8 %



 Others                                                                                 121,667                           81,613   (32.9 %)



 Subtotal                                                                             1,252,076                        1,280,268      2.3 %



 
            
              Total revenues                                           2,621,334                        2,629,787      0.3 %


          [1] Includes mutual funds and private secondary products.



          [2] Includes non-money market mutual fund products, discretionary products, private secondary products,
private equity products, real estate products and private credit products.



          [3] Includes money market mutual fund products, securities brokerage business.


 
            
              Noah Holdings Limited



 
            
              Supplemental Information



 
            
              (unaudited)




                                                       
 As of


                                                         December 31, December 31,  Change
                                                                 2024          2025





 Number of registered clients                                462,049       467,870    1.3 %

                             
  Three months ended


                               December 31,                    December 31,         Change
                                       2024                             2025


                               (in millions of RMB, except number of active clients
                                and percentages)



 Number of active clients            8,862                           10,261           15.8 %



 Transaction value:



 Private equity products             1,255                            1,298            3.4 %



 Private secondary products          4,732                            5,129            8.4 %



 Mutual fund products                9,810                           10,027            2.2 %



 Other products                        454                              511           12.6 %



 Total transaction value            16,251                           16,965            4.4 %




                             
  Twelve months ended


                               December 31,                    December 31,         Change
                                       2024                             2025


                               (in millions of RMB, except number of active clients
                                and percentages)



 Number of active clients           17,210                           18,450            7.2 %



 Transaction value:



 Private equity products             4,775                            4,856            1.7 %



 Private secondary products         16,201                           23,158           42.9 %



 Mutual fund products               39,573                           36,045          (8.9 %)



 Other products                      3,263                            2,971          (9.0 %)



 Total transaction value            63,811                           67,030            5.0 %

                  
          
            
              Noah Holdings Limited



  
    
              Supplement Information of Overseas Business



  
    
               (unaudited)




                                                             
          Three months ended


                                                                        December 31,       December 31,    Change
                                                                                2024                2025




  
  Net Revenues from Overseas (RMB, million)                                   289.8               368.4      27.1 %


  
  Number of Overseas Registered Clients                                      17,654              19,993      13.2 %


  
  Number of Overseas Active Clients                                           2,914               3,263      12.0 %


     Transaction Value of Overseas Investment Products (RMB,
      billion)                                                                     7.1                 8.8      24.3 %


  
  Number of Overseas Relationship Managers                                      138                 140       1.4 %


     Overseas Assets Under Management (RMB, billion)                              42.6                42.4     (0.5 %)

                                
           Noah Holdings Limited



  
    
              Supplement Information of Overseas Business



  
    
               (unaudited)




                                                             
     Twelve months ended


                                                                   December 31,        December 31,    Change
                                                                           2024                 2025




  
  Net Revenues from Overseas (RMB, million)                            1,252.1              1,280.3       2.3 %


  
  Number of Overseas Registered Clients                                 17,654               19,993      13.2 %


  
  Number of Overseas Active Clients                                      5,544                6,231      12.4 %


     Transaction Value of Overseas Investment Products (RMB,
      billion)                                                               31.1                 33.7       8.1 %


  
  Number of Overseas Relationship Managers                                 138                  140       1.4 %


     Overseas Assets Under Management (RMB, billion)                         42.6                 42.4     (0.5 %)


        
            
              Noah Holdings Limited



        
            
              Reconciliation of GAAP to Non-GAAP Results



        
            
              (In RMB, except for per ADS data and percentages)



        
            
              (unaudited)




                                                                                       Three months ended


                                                                                       December 31,       December 31,    Change


                                                                                               2024                2025


                                                                                       RMB'000            RMB'000





        Net income attributable to Noah shareholders                                       109,751              12,823     (88.3 %)



        Adjustment for share-based compensation                                             30,705              14,173     (53.8 %)



        Adjustment for settlement expense reversal                                           (978)                400     N.A.



        Less: tax effect of adjustments                                                      7,030               2,320     (67.0 %)



        Adjusted net income attributable to Noah shareholders (non-                                                    (81.1 %)
  GAAP)
                                                                                            132,448              25,076





        Net margin attributable to Noah shareholders                                        16.8 %              1.7 %



        Non-GAAP net margin attributable to Noah shareholders                               20.3 %              3.4 %





        Net income attributable to Noah shareholders per ADS,                                 1.55
  diluted
                                                                                                                0.18     (88.4 %)



        Non-GAAP net income attributable to Noah shareholders                                 1.87
  per ADS, diluted
                                                                                                                0.36     (80.7 %)


        
            
              Noah Holdings Limited



        
            
              Reconciliation of GAAP to Non-GAAP Results



        
            
              (In RMB, except for per ADS data and percentages)



        
            
              (unaudited)




                                                                                       
 Twelve months ended


                                                                                         December 31         December 31  Change


                                                                                                2024                 2025


                                                                                         RMB'000             RMB'000





        Net income attributable to Noah shareholders                                        475,445              558,857     17.5 %



        Adjustment for share-based compensation                                             109,030               66,881   (38.7 %)



        Adjustment for settlement expense reversal                                         (12,454)               (956)  (92.3 %)



        Less: tax effect of adjustments                                                      21,836               12,862   (41.1 %)



        Adjusted net income attributable to Noah shareholders
  (non-GAAP)
                                                                                             550,185              611,920     11.2 %





        Net margin attributable to Noah shareholders                                         18.3 %              21.4 %



        Non-GAAP net margin attributable to Noah shareholders                                21.2 %              23.4 %





        Net income attributable to Noah shareholders per ADS,
  diluted
                                                                                                6.75                 7.94     17.6 %



        Non-GAAP net income attributable to Noah shareholders
  per ADS, diluted
                                                                                                7.81                 8.69     11.3 %

View original content:https://www.prnewswire.com/news-releases/noah-holdings-limited-announces-unaudited-financial-results-for-the-fourth-quarter-2025-and-unaudited-financial-results-for-full-year-2025-302723967.html

SOURCE Noah Holdings Limited

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