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- **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

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

UXIN

UXIN fundamentals

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