CATL released H1 2026 report: revenue of 276.9B yuan up 54.8% YoY, net profit 43.28B yuan up 42%. Domestic power battery market share reached 46.7%, overseas share 33.7%. EX1000.COM
Financial Performance and Dividend Plan
CATL officially released its semi-annual report for 2026 on July 24, delivering impressive results. The report shows that the company achieved revenue of 276.9 billion yuan in the first half, a significant year-over-year increase of 54.8%. Net profit attributable to parent company shareholders reached 43.28 billion yuan, up 42% year-over-year. Basic earnings per share stood at 9.51 yuan.
In terms of shareholder returns, CATL plans to distribute a cash dividend of approximately 6.493 billion yuan, representing 15% of the consolidated net profit attributable to shareholders for H1 2026. Based on approximately 4.598 billion eligible shares, the company will pay 14.11 yuan for every 10 shares.
Power Battery Business: Domestic Share Hits New High
According to data from the China Automotive Power Battery Industry Innovation Alliance, from January to June 2026, CATL's share of the domestic passenger vehicle power battery installation market reached 46.7%, up 5.6 percentage points from the same period last year. In the domestic ternary battery installation segment, its market share reached 75.2%, up 4.3 percentage points year-over-year.
Key product highlights:
- The Qilin battery has become the top choice for high-end pure-electric models thanks to its high energy density, ultra-fast charging, and safety performance
- The Xiaoyao Super Hybrid Battery helped clients launch popular range-extender and hybrid models with large battery capacities and long electric ranges
- The company continues to win client recognition through advanced products and premium service
| Metric | H1 2026 Data | YoY Change |
|---|---|---|
| Revenue | 276.9B yuan | +54.8% |
| Net Profit | 43.28B yuan | +42% |
| Domestic Battery Market Share | 46.7% | +5.6pp |
| Domestic Ternary Battery Share | 75.2% | +4.3pp |
| Overseas Market Share (Jan-May) | 33.7% | +3.7pp |
Overseas Expansion: Global Customer Portfolio Continues to Grow
CATL has also made significant progress in international markets. According to SNE Research data, from January to May 2026, the company's share of the global power battery market outside China reached 33.7%, up 3.7 percentage points year-over-year.
As its overseas production bases mature, CATL is leveraging leading products and technical services to deeply support major global automakers. Its cooperation partners now cover numerous international brands, including:
- Volkswagen Group
- Stellantis Group
- BMW Group
- DMG (Mercedes-Benz)
- Volvo
- Toyota Motor
This diversified global customer structure not only provides CATL with stable order volumes but also gives it stronger resilience against fluctuations in any single market.
Implications for Central Asia and Russia Markets
For automotive importers and distributors in Central Asia and Russia, CATL's strong growth sends several important signals:
- China's power battery supply chain has achieved global competitiveness, with technology and production capacity both at industry-leading levels
- Partnering with Chinese brands equipped with CATL batteries means products have reliable power sources and after-sales support
- Maturing overseas production bases will shorten delivery cycles and reduce logistics costs, benefiting rapid response in Central Asian markets
EX1000.COM will continue to track the latest developments in China's power battery and NEV industry chain, providing timely and accurate industry information for Central Asian and Russian markets.
