JD Logistics Inc (FRA:822)

Q2 2025 JD Logistics Inc Earnings Call (Chinese, English) Transcript

Aug 14, 2025 / 10:00AM GMT

Release Date Price: €1.45 (+0.14%)

Transcript

Key Points

Positve

JD Logistics Inc (JDLGF) reported a total revenue of RMB51.56 billion for Q2 2025, marking a year-over-year growth rate of 16.6%.
Revenue from external customers increased by 10.2% year-over-year, reaching RMB33.8 billion.
The company achieved a non-IFRS profit margin of 5.0%, reflecting ongoing profitability resilience.
JD Logistics Inc (JDLGF) expanded its overseas footprint by launching Joy Express in Saudi Arabia, enhancing last-mile fulfillment capacities in the Middle East.
The company continued to invest in technological innovation, integrating digital and intelligent technologies across the logistics value chain to drive cost reductions and efficiency improvements.

Negative

Despite revenue growth, the company faces challenges in maintaining stable profitability amid a competitive logistics market.
The logistics industry is subject to risks and uncertainties, which may impact future performance and financial outcomes.
The company's expansion into international markets, such as Saudi Arabia, involves significant investment and operational challenges.
JD Logistics Inc (JDLGF) must continuously adapt to the evolving business landscape and customer demands, which can strain resources.
The reliance on technological advancements requires ongoing investment, which may impact short-term financial performance.

Operator

Good ladies and gentlemen, thank you for standing by. Welcome to the JD Logistics second quarter 2025 results conference call. (Operator Instructions)

I will now turn to go over to Ms. Hug, head of the IR team at JD Logistics.

Sean Shibiao Zhang JD Logistics

Inc - Director of Investor Relations

(interpreted) Thank you, operator. Good day, ladies and gentlemen. Welcome to our second quarter 2025 results conference call. Joining us today are our Executive Director and CEO, Mr. Hu Wei; and CFO, Mr. Wu Hao. Before we start, we would like to remind you that today's discussion may contain forward-looking statements, which involve a number of risks and uncertainties. Actual results and outcomes may differ materially from those mentioned in today's announcement and this discussion. The company does not undertake any obligation to update this forward-looking information, except as required by law.

During today's call, management will also discuss certain non-IFRS financial measures for comparison purposes only. For a definition of non-IFRS financial

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