Uxin (UXIN) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, December 23, 2025 astatine 11:48 AM CST 6 min read

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Thursday, December 18, 2025 astatine 8:00 a.m. ET

• Founder, Chairman & CEO — Dai Kun

• Chief Financial Officer — Feng Lin

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Dai Kun (Founder, Chairman & CEO): [interpreted] Hello, everyone. In the 3rd 4th of 2025, we proceed to physique beardown maturation momentum. Retail transaction measurement reached 14,020 units, representing a 134% year-over-year summation and marking the sixth consecutive 4th of year-over-year maturation supra 130%. Despite a important enlargement successful inventory, our inventory turnover remained astatine astir 30 days. Customer restitution besides remained astatine an industry-leading level; our Net Promoter Score (NPS) was 67 this quarter, sustaining a level of 65 oregon supra for 6 consecutive quarters. At the aforesaid time, profitability continued to amended with gross borderline expanding to 7.5%, the highest level we person achieved successful the past 3 years.

The enlargement of our superstore web has besides continued to progress. Earlier this week, our Jinan Superstore officially commenced operations. Together with the Wuhan and Zhengzhou Superstores that opened earlier this year, we person present completed each 3 caller superstore openings planned for 2025. Our Wuhan Superstore is expected to scope astir 1,800 retail units successful December with a section marketplace stock approaching 10%. Meanwhile, our Zhengzhou Superstore is already expected to execute astir 900 retail units successful December with marketplace stock nearing 5%. With these additions, we present person 5 superstores successful operation.

In addition, we person announced strategical partnerships with section governments successful Tianjin, Guangzhou, and Yinchuan to jointly put successful and run caller superstores. Each task is designed to enactment a capableness of much than 3,000 vehicles. We program to unfastened 4 to 6 further superstores successful 2026, marking a modulation into a signifier of accelerated nationwide expansion. We judge Uxin has established a wide way to scaling, driven by much precise pricing, higher lawsuit satisfaction, and superior operating efficiency. Our instrumentality learning-based pricing strategy ensures each conveyance is competitively priced successful existent time, and our afloat integrated factory-logistics-retail exemplary enables end-to-end control.

For the 4th quarter, we expect retail transaction measurement to transcend 18,500 units, representing year-over-year maturation of much than 110%. For the afloat twelvemonth 2025, we expect to surpass 50,000 units, reflecting maturation of much than 130%. With that, I'll crook the telephone implicit to our CFO, John.