Jumia Technologies AG (FRA:4JMA)

Q3 2025 Jumia Technologies AG Earnings Call Transcript

Nov 12, 2025 / 01:30 PM GMT

Release Date Price: €8.5 (-6.59%)

Transcript

Key Points

Positve

Jumia Technologies AG (JMIA) reported a significant acceleration in customer demand and order growth, with physical goods GMV growing by 26% year over year.
The company achieved a 22% year-over-year increase in quarterly active customers, marking the highest increase in the past three years.
Fulfillment costs per order decreased by 22% year over year, reflecting structural efficiencies across the logistics network.
Jumia's upcountry expansion strategy is unlocking meaningful opportunities, with orders from upcountry regions representing 60% of total volume this quarter.
The company has significantly expanded its international seller partnerships, particularly with suppliers from China, increasing the gross items sourced by 52% year over year.

Negative

The average order value for physical goods decreased to $35 from $38, mainly due to reduced corporate sales in Egypt.
Marketing and advertising revenue declined by 24% year over year, reflecting lower spending from large sellers.
Gross profit margin as a percentage of GMV declined to 12% from 14% in the previous year, primarily due to reduced corporate sales in Egypt.
Jumia's liquidity position decreased by $15.8 million in Q3 2025 compared to an increase in the previous year.
The company faces challenges in maintaining advertising revenue, which currently represents just 1% of GMV, indicating room for improvement.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JMIA.N - Jumia Technologies AG
Q3 2025 Jumia Technologies AG Earnings Call
Nov 12, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and thank you for standing by. Welcome to Jumia's Results conference call for the 3rd quarter of 2025.

At this time, all participants are on a listen-only mode, and after the management's prepared remarks, there will be a question-and-answer session.

I would now like to turn the call over to Ignatius Njoku, head of investor relations for Jumia. Sir, please go ahead.

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Unidentified_2 [2]
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Thank you. Good morning, everyone.

Thank you for joining us today for our third quarter 2025 earnings

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