PT Goto Gojek Tokopedia Tbk (OTCPK:GTOFF)

Q2 2025 GoTo Gojek Tokopedia PT Tbk Earnings Call Transcript

Aug 13, 2025 / 12:00 PM GMT

Release Date Price: $0.008

Transcript

Key Points

Positve

PT Goto Gojek Tokopedia Tbk (GTOFF) reported a 43% year-on-year growth in group core GTV and a 23% rise in net revenue.
The company achieved a new high in adjusted EBITDA of 427 billion rupiah, marking a significant year-on-year improvement.
Positive group EBITDA was generated for the third consecutive quarter, totaling 292 billion rupiah.
The fintech segment delivered a record adjusted EBITDA of 88 billion rupiah, growing by 87% from the prior quarter.
The company successfully completed a complex cloud migration, reducing cloud costs by at least 50% and enhancing platform agility.

Negative

The macroeconomic environment shows some softening, which could impact fintech and on-demand services.
Despite growth, the company faces intensified competition in the mobility and delivery sectors, affecting margins.
The transition to positive net income remains a challenge, with share-based compensation and non-cash items affecting net profit.
Consumer confidence indices have trended lower, and retail sales growth has slowed, potentially impacting future growth.
The company must continue to manage credit risk carefully, especially in light of the broader economic environment.

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

GOTO.JK - GoTo Gojek Tokopedia PT Tbk
Q2 2025 GoTo Gojek Tokopedia PT Tbk Earnings Call
Aug 13, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone. This is Joel Ellis, head of investor relations. Welcome to the PT go to Gojek Tokopedia TBK 2nd quarter 2025 earnings conference call.

Please be advised that today's conference is being recorded.

On today's call, Patrick Waluyo, President director and group CEO, and Simon Ho, Group CFO, will will deliver prepared remarks. Following their commentary, we will open up the call for questions and be joined by Catherine Hindra Suchao, our deputy CEO and Vice President director, Hans Patuo, our President of on-demand Services and Chief Operating Officer, and Sudanal Reheja, our President of Financial Technology Services.

We would like to highlight that the information presented today

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