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- **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.

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