Kanzhun Ltd
XMUN:8JN

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Kanzhun Ltd
XMUN:8JN
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Price: 13.2 EUR -0.75%
Market Cap: €11.6B

Kanzhun Ltd
Investor Relations

Kanzhun Ltd runs Boss Zhipin, a mobile-first online recruiting platform that connects job seekers with employers in China. Its main product is a direct-chat hiring app, where candidates can talk to recruiters and company representatives without going through a traditional resume-and-response process. The platform is aimed mainly at white-collar and entry-level workers, as well as employers looking to hire them quickly. The company makes money primarily by charging businesses for access to hiring tools and recruiter services, such as paid job postings, premium placement, and other recruitment features that help employers find candidates faster. Job seekers usually use the core app for free. This gives Kanzhun a two-sided marketplace model: it attracts workers with a simple job search experience, then earns revenue from employers who need steady hiring demand. What makes Kanzhun different is its role as a high-frequency matching layer between employers and candidates rather than a traditional staffing agency. It sits in the middle of the hiring process, using software and chat-based workflows to reduce friction for both sides. That makes the company more like a digital marketplace for recruitment than a simple job board.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 25, 2026
AI Summary
Q2 2026

Growth: Second-quarter revenue was RMB 2.4 billion, up 14% year-on-year, supported by user growth and higher-value services.

Profitability: Adjusted operating margin reached a record 43.8%, up 1.9 percentage points year-on-year, despite higher marketing and AI-related spending.

Monetization: The company plans to keep prioritizing user penetration in Tier 3–5 cities while introducing reasonable price increases in mature Tier 1–2 markets.

AI: AI-powered sourcing, resume screening and interviews are moving the platform closer to charging for successful hiring; AI interviews now exceed 10,000 per day.

Shareholder returns: The board approved an approximately $230 million dividend, while year-to-date repurchases exceeded $300 million, taking total 2026 returns above $530 million.

Outlook: Third-quarter revenue is expected between RMB 2.41 billion and RMB 2.5 billion, representing year-on-year growth of 11.4% to 15.6%; management expects Q3 margins to be similar to Q2.

Key Financials
Revenue
RMB 2.4 billion
Adjusted operating income
RMB 1.05 billion
Adjusted operating margin
43.8%
Paying enterprise customers
7.2 million
Monthly active users
More than 17 million
ARPPU
Not specified
Operating costs and expenses
RMB 1.5 billion
Share-based compensation expenses
RMB 186 million
Gross margin
87%
Cost of revenues
RMB 312 million
Sales and marketing expenses
RMB 581 million
Research and development expenses
RMB 431 million
General and administrative expenses
RMB 219 million
Interest and investment income
RMB 1.6 billion
Income tax expenses
RMB 550 million
Net income
RMB 1.9 billion
Adjusted net income
RMB 1.03 billion
Net cash from operating activities
RMB 945 million
Cash position
RMB 18.8 billion
Annual cash dividend
Approximately $230 million
Share repurchases
More than $300 million
Total shareholder returns
More than $530 million
AI interviews
More than 10,000 per day
OfferToday revenue target
$100 million to $115 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Peng Zhao
Founder, Chairman & CEO
No Bio Available
Mr. Yu Zhang
CFO & Executive Director
No Bio Available
Mr. Tao Zhang
CTO & Executive Director
No Bio Available
Mr. Xu Chen
Chief Marketing Officer & Executive Director
No Bio Available
Ms. Xiehua Wang
VP of Product & Executive Director
No Bio Available
Ms. Wenbei Wang
Head of Investor Relations & Capital Markets
No Bio Available
Ms. Huaiyuan Liang
Joint Company Secretary
No Bio Available

Contacts

Address
BEIJING
Beijing
21/F, GrandyVic Building, Taiyanggong Middle Road, Chaoyang District
Contacts
+861084628340
ir.zhipin.com