What is the market's earnings forecast for Uxin next quarter?

What guidance did Uxin's management provide for the next earnings period?

What is the revenue and EPS growth rate for Uxin year over year?

What does Uxin do and what are its main business segments?

What factors drove the changes in Uxin's revenue and profit?

Did Uxin beat or miss consensus estimates last quarter?

What is Uxin's latest dividend and current dividend yield?

What were the key takeaways from Uxin’s earnings call?

- **Record Growth**: Q3 2025 retail volume up 134% YoY to 14,020 units; full-year 2025 guidance >50,000 units (+130% YoY). 
- **Profitability Breakthrough**: 7.5% gross margin (highest in 3 years), targeting 10%+ within 4-5 years. 
- **Superstore Expansion**: 5 stores operational, 4-6 new openings in 2026, with government partnerships for 3,000+ vehicle capacity stores. 
- **Operational Excellence**: 30-day inventory turnover, 67 Net Promoter Score, Zhengzhou Superstore achieved 900 units in 3 months. 
- **Strategic Ambition**: Aiming to match Carvana's 500,000 units/year scale in 4-5 years, with 70% offline/30% online sales mix. 


**【CEO Summary Section】**
- **Revenue Growth**: Retail transaction volume reached 14,020 units in Q3 2025, up 134% YoY and 35% QoQ. Full-year 2025 guidance: >50,000 units (+130% YoY). Q4 2025 forecast: >18,500 units (+110% YoY). 
- **Gross Margin Expansion**: 7.5% (highest in 3 years), driven by stable new car pricing and improved superstore performance. Target: 10%+ gross margin. 
- **Superstore Expansion**: 5 superstores operational (Wuhan, Zhengzhou, Jinan, Xi'an, Hefei). 4-6 new openings planned for 2026. New partnerships with Tianjin, Guangzhou, Yinchuan governments for 3,000+ vehicle capacity stores. 
- **Operational Efficiency**: 30-day inventory turnover, 67 Net Promoter Score (industry-leading). Zhengzhou Superstore achieved 900 units in 3 months, faster than Wuhan ramp-up. 

**【CFO Financial Commentary】**
- **Revenue Performance**: Q3 2025 retail revenue: RMB 820 million (+84% YoY). Total revenue: RMB 879 million (+77% YoY). ASP: RMB 58,000 (stable vs. prior quarter). 
- **Profitability**: Gross margin 7.5% (vs. 7% YoY, 5.2% QoQ). Adjusted EBITDA loss: RMB 5.3 million (-43% YoY, -68% QoQ). 
- **Wholesale Business**: 1,884 units sold (+81% YoY), contributing RMB 33.2 million revenue. 

**【Q&A Key Highlights】**
- **Gross Margin Sustainability**: Target 10%+ margin achievable within 4-5 years. Drivers: stable new car prices, data-driven pricing accuracy, value-added services penetration. 
- **Zhengzhou Superstore Outperformance**: 900 units/month in 3 months vs. Wuhan's 6-month ramp-up. Benefits: scaled data for pricing models, optimized store operations. 
- **Carvana Comparison**: Similarities: inventory model, pricing precision, customer focus. Differences: Uxin's 70% offline/30% online mix vs. Carvana's fully online model. Uxin aims to match Carvana's 500,000 units/year scale in 4-5 years. 
- **Superstore Breakeven Timeline**: 9 months to breakeven, 18-24 months to reach full capacity. 


Uxin Limited (UXIN) Q3 2025 Earnings Call Transcript

- **Revenue Growth Supercharge**: Q4 2024 retail volume up 178% YoY, full-year +134%, outpacing 10% industry growth
- **Profitability Breakthrough**: 7% gross margin (vs. 4.8% Q4 2023), first positive adjusted EBITDA in Q4
- **Expansion Ambitions**: 2025 plans to open 2-4 new superstores and achieve full-year positive EBITDA
- **Financial Strength**: $19M of $27.8M financing drawn; govt support and inventory financing reduce capital strain
- **Market Resilience**: Used-car market set for 4x growth vs. new car ratio; Uxin's superstore model leads industry

**【CEO Business Overview】**
- **Market Outperformance**: Q4 2024 retail transaction volume grew 178% YoY to 8,554 units, vs. 10% industry growth. Full-year volume rose 134% to 21,773 units.
- **Superstore Model Success**: 
  - Inventory scaled 3x YoY with 30-day turnover
  - NPS improved to 65 (from 60)
  - 2025 plans to expand Xi'an/Hefei superstores to 50% capacity and open 2-4 new stores in Wuhan/Zhengzhou
- **Financial Milestones**: Q4 2024 achieved 7% gross margin (vs. 4.8% Q4 2023) and first positive adjusted EBITDA
- **Long-Term Vision**: Target 100%+ annual retail growth and full-year positive EBITDA in 2025

**【CFO Financial Highlights】**
- **Q4 2024 Results**: 
  - Total revenue RMB597M (+45% YoY)
  - Retail revenue RMB553M (+73% YoY)
  - 7% gross margin (up 220bps YoY)
  - Positive adjusted EBITDA vs. RMB43.8M loss Q4 2023
- **2024 Full-Year**: 
  - Retail revenue RMB1.59B (+56% YoY)
  - Adjusted EBITDA loss narrowed 54% to RMB80.8M
  - Secured $27.8M financing ($19M drawn)
- **Q1 2025 Guidance**: 
  - Retail volume 7,400-7,500 units (+140% YoY)
  - Revenue RMB490-500M
  - Full-year 100%+ volume growth target

**【Key Q&A Takeaways】**
- **Cash Position**: $19M of $27.8M financing drawn; leveraging govt subsidies and inventory financing
- **Share Price**: Reflects investor confidence in China's used-car sector and Uxin's differentiated superstore model
- **Trade Tensions**: Minimal direct impact; used-car demand may increase amid economic uncertainty

Uxin Limited (UXIN) Q4 2024 Earnings Call Transcript

- **Revenue Growth Accelerates**: Q3 2024 retail transaction volume up 163% YoY to 6,005 units; Q4 guidance of 7,800-8,100 units (+150% YoY)
- **Profitability Improves**: Gross margin expands to 7%, adjusted EBITDA loss narrows 80% YoY to RMB 9.2 million
- **Expansion Ambitions**: 2 new superstores in Zhengzhou (H2 2025) and Wuhan (H1 2025), targeting 6-12 months to breakeven
- **Market Leadership**: 15%+ market share in key cities, 40%+ sales conversion rate, industry-leading 66% NPS
- **Operational Excellence**: 30-day inventory turnover vs. 55-60 day industry average, 79% YoY growth in retail revenue

**【CEO Opening Remarks】**
- Q3 2024 retail transaction volume: 6,005 units (47% sequential growth, 163% YoY growth)
- Gross profit margin expanded to 7%, up from previous quarters
- Inventory turnover days maintained below 30 days (industry average 55-60 days)
- Q4 2024 retail volume guidance: 7,800-8,100 units (over 150% YoY growth)
- New superstores planned in Zhengzhou (opening H2 2025) and Wuhan (opening H1 2025)
- Net Promoter Score (NPS) at 66%, highest in industry for 11 consecutive quarters
- Superstore sales conversion rate exceeds 40%

**【CFO Financial Commentary】**
- Q3 2024 total revenue: RMB 497 million (24% sequential growth, 40% YoY growth)
- Retail vehicle sales revenue: RMB 440 million (37% sequential growth, 79% YoY growth)
- Adjusted EBITDA loss: RMB 9.2 million (73% sequential improvement, 80% YoY improvement)
- Q4 2024 revenue guidance: RMB 560-580 million
- Targeting company-wide adjusted EBITDA profitability in Q4 2024

**【Q&A Highlights】**
1. **Market Growth Outlook**
   - Short-term slowdown due to new car price competition and economic uncertainty
   - Long-term confidence in 10+/-% annual growth driven by low per capita car ownership (1/3 of U.S. rate)
   - Uxin's market share in key cities exceeds 15%, vs. ~3% for U.S. peers

2. **New Store Expansion**
   - Zhengzhou store: H2 2025 opening, 6-12 months to breakeven
   - Wuhan store: H1 2025 opening, 6-12 months to breakeven
   - Capital requirements: gradual inventory build with minimal upfront investment
   - Impact: incremental revenue growth with manageable margin dilution

3. **Inventory Management**
   - Inventory planning based on city car ownership (e.g., 500k vehicles = 1,200/month target)
   - Targeting 30-day turnover despite scaling inventory
   - 2024 inventory growth: +13% QoQ, outpaced by +20%+ sales growth


Uxin Limited (UXIN)-25 Nov 24-2025 Q2 Earnings call transcript

- **142% YoY Retail Sales Growth**: Driven by inventory expansion and market recovery, with Q1 sales of 4,090 units.
- **Operational Excellence**: 30-day inventory turnover and industry-leading NPS of 65 reflect superior service and efficiency.
- **Profitability Improvement**: Adjusted EBITDA loss reduced 27% YoY to RMB 33.9 million; targeting positive EBITDA by Q3.
- **Strategic Expansion**: USD 7.5 million financing to support inventory growth, with new superstores planned for Zhengzhou and beyond.
- **Value-Added Services**: Expanding high-margin services like financing and insurance to enhance profitability.

**【CEO Summary Section】**
- **Retail Sales Growth**: Q1 FY2025 retail sales reached 4,090 units, up 31% sequentially and 142% year-over-year, driven by market recovery and inventory expansion.
- **Operational Efficiency**: Inventory turnover days improved to 30, significantly better than the industry average of 55-60 days. Net Promoter Score (NPS) rose to 65, the highest in 9 consecutive quarters.
- **Strategic Focus**: 
  - **Inventory Expansion**: Planning to double inventory by end-2024 to meet demand.
  - **Direct Sourcing**: 60% of vehicles acquired from individual owners, enhancing margins.
  - **Value-Added Services**: Expanding financing, insurance, and maintenance to boost gross margin.
- **Superstore Expansion**: New superstore in Zhengzhou and 1-2 more partnerships expected, targeting regional market dominance.

**【CFO Financial Commentary】**
- **Revenue Performance**: Total revenue RMB 401 million, with retail revenue up 74% YoY to RMB 325 million despite lower average selling price (RMB 79,000 vs. RMB 111,000 YoY).
- **Profitability**: Adjusted EBITDA loss narrowed to RMB 33.9 million (down RMB 5.9 million QoQ, RMB 12.8 million YoY). Gross margin stable at 6.4%, with potential for improvement as market recovers.
- **Q2 Guidance**: Retail volume expected 5,800-6,000 units (40%+ QoQ growth), revenue RMB 480-500 million. Targeting EBITDA loss < RMB 10 million, with positive EBITDA by Q3.
- **Financing**: Secured USD 7.5 million to support inventory growth, with additional funding in progress.

**【Q&A Key Highlights】**
- **Growth Sustainability**: CEO attributes growth to easing new car price wars, brand strength, and proactive inventory expansion. Q2 inventory to increase 2x-3x YoY.
- **Cash Management**: CFO highlights improved operating cash flow, cost reductions (RMB 2 million/month YoY), and efficient use of funds for inventory. New superstores will leverage local government partnerships to manage startup costs.
- **Market Trends**: CEO notes used car demand rebounding as new car price wars ease. Uxin's model of high turnover and quality service positions it to capture market share despite economic challenges.

Actual								-0.9286	-25.278	-0.9443	4.5807	1.3431	-0.0562	-0.0435	-0.0873					-0.0595	-0.0001	0		0		0
Forecast													-1.0107	-1.0422	-1.0469
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+94.44%	+95.83%	+91.66%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Actual	--	--	--	--	--	--	--	43.00M	53.64M	79.74M	79.73M	93.44M	86.96M	68.18M	50.04M	--	--	--	--	44.18M	55.19M	70.83M	--	91.86M	--	123.48M
Forecast	--	--	--	--	--	--	--	--	--	--	--	--	84.19M	100.05M	119.56M	--	--	--	--	--	--	--	--	--	--	--
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+3.29%	-31.85%	-58.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

UXIN

UXIN fundamentals

UXIN Q3 2025 Earnings

Earnings Call

You can ask Aime

UXIN

UXIN fundamentals

UXIN Q3 2025 Earnings

Earnings Call

UXIN Earnings Call Summary for Q3/20258:00 AM on Dec 18, 2025

UXIN Earnings Call Summary for Q4/20248:00 AM on Apr 30, 2025

UXIN Earnings Call Summary for Q2/20258:00 AM on Nov 25, 2024

UXIN Earnings Call Summary for Q1/20258:00 AM on Sep 23, 2024

UXIN Earnings Call Summary for Q3/20248:00 AM on Apr 25, 2024

You can ask Aime