Jumia Technologies AG (LTS:0A44)

Q1 2025 Jumia Technologies AG Earnings Call Transcript

May 8, 2025 / 12:30 PM GMT

Release Date Price: $2.97 (+23.70%)

Transcript

Key Points

Positve

Jumia Technologies AG (JMIA) has significantly reduced its losses and is on track to achieve profitability by 2027.
The company has successfully renegotiated third-party logistics contracts, improving unit economics and reducing fulfillment expenses per order by 14% year over year.
Jumia Technologies AG (JMIA) has increased its physical goods orders growth guidance to 20-25%, up from 15-20%, indicating strong demand and execution.
The company is expanding its geographic reach beyond major cities, with orders from underserved regions now representing 58% of total volumes.
Jumia Technologies AG (JMIA) is rolling out its in-house logistics platform, Jumia Deliveries, to third-party sellers, enhancing cost efficiency and creating a scalable logistics business.

Negative

Overall GMV and revenue remain pressured by currency headwinds and a sharp decrease in corporate sales in Egypt.
The average order value for physical goods orders decreased from $46.2 in Q1 2024 to $35.4 in Q1 2025.
Revenue for the quarter was down 26% year over year, primarily due to lower corporate sales and currency devaluations.
Gross profit margin decreased to 12% from 17% in Q1 2024, impacted by macroeconomic headwinds and reduced corporate sales.
Despite cost-cutting measures, Jumia Technologies AG (JMIA) still faces a significant gap to achieve profitability, with a loss before income tax projected to be $50 to $55 million for 2025.

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

JMIA.N - Jumia Technologies AG
Q1 2025 Jumia Technologies AG Earnings Call
May 08, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen.

Thank you for standing by. Welcome to Jumia's Results conference call for the first quarter of 2025. At this time, all participants are in a listen-only mode. 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. 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 first quarter 2025 earnings call. With us

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