Earnings and Performance Overview slide image

Earnings and Performance Overview

GAAP to Non-GAAP Measures Reconciliation Three months ended March 31, Alibaba Year ended March 31, 2022 2023 2022 2023 RMB Mn RMB Mn USD Mn RMB Mn RMB Mn USD Mn Adjusted EBITA and Adjusted EBITDA Income from operations 16,717 15,240 2,219 69,638 100,351 14,612 Share-based compensation expense (3,737) 7,546 1,099 23,971 30,831 4,489 Amortization and impairment of intangible assets 2,831 2,494 363 11,647 13,504 1,967 Impairment of goodwill 25,141 2,714 395 Equity-settled donation expense 511 75 Adjusted EBITA 15,811 25,280 3,681 130,397 147,911 21,538 Depreciation of property and equipment, and operating lease cost relating to 7,562 6,843 996 27,808 27,799 4,047 land use rights Adjusted EBITDA 23,373 32,123 4,677 158,205 175,710 25,585 Non-GAAP net income Net income (18,357) 21,996 3,203 47,079 65,573 9,548 Adjustments to reconcile net income to non-GAAP net income: Share-based compensation expense (3,737) 7,546 1,099 23,971 30,831 4,489 Amortization and impairment of intangible assets 2,831 2,494 363 11,647 13,504 1,967 Impairment of goodwill and investments 5,303 7,290 1,061 40,264 24,351 3,546 Loss(Gain) on deemed disposals/disposals/revaluation of investments and others 37,845 (11,804) (1,719) 21,671 13,857 2,017 Equity-settled donation expense 511 75 Tax effects (1) (4,086) (147) (21) (8,244) (7,248) (1,056) Non-GAAP net income Non-GAAP Free cash flow 19,799 27,375 3,986 136,388 141,379 20,586 Net cash (used in) provided by operating activities (7,040) 31,401 4,572 142,759 199,752 29,086 Less: Purchase of property and equipment (excluding land use rights and construction in progress relating to office campuses) (9,201) (2,513) (366) (42,028) (30,373) (4,423) Purchase of intangible assets (excluding those acquired through acquisitions) Changes in the consumer protection fund deposits Free cash flow (15) (22) (3) 1,171 3,379 492 (1,842) 2,306 336 (15,070) 32,267 4,698 98,874 171,663 24,996 Note: (1) Tax effects primarily comprise tax effects relating to share-based compensation expense, amortization and impairment of intangible assets and certain gains and losses from investments, and others. 16
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