Didi Posts 530M RMB Q4 Profit as International GTV Climbs 47%

Edgen Stock·Mar 13 2026, 09:03

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Key Takeaways

Didi's fourth-quarter 2025 results signal a solid operational recovery, marked by a return to adjusted profitability and robust growth in its international division. The ride-hailing giant reported a 530 million RMB profit as total orders and transaction values climbed, underscoring a successful expansion strategy and strengthening fundamentals.

Return to Profitability: Didi reported an adjusted net profit of 530 million RMB for the fourth quarter, reversing previous losses.
Broad-Based Order Growth: Core platform orders increased by 13.5% year-over-year to 4.84 billion, reaching an average of 52.65 million daily transactions.
International Business Accelerates: The international segment was a standout performer, with its gross transaction value (GTV) growing 47.1% year-over-year to 36.6 billion RMB.

Didi Returns to Profitability with 530M RMB in Q4

Didi Global reported an adjusted net profit of 530 million RMB for the fourth quarter of 2025, confirming a significant financial turnaround for the ride-hailing company. The positive earnings were supported by strong top-line performance, as core platform Gross Transaction Value (GTV) increased 19.9% year-over-year to 123.8 billion RMB. Total orders across its China Mobility and International Business segments grew 13.5% to 4.844 billion for the quarter, which translates to an average of 52.65 million orders per day.

International GTV Expands 47.1%, Outpacing Domestic Market

Didi's international operations emerged as the primary engine of growth in the fourth quarter. The segment's GTV expanded by an impressive 47.1% to 36.6 billion RMB, while average daily orders outside of China increased 24.5% to 13.75 million. This rapid expansion highlights the success of the company's global diversification strategy.

In comparison, the more mature China mobility business registered steady but slower growth. GTV in China rose 11.2% to 87.2 billion RMB, and average daily orders grew 10.1% to 38.90 million. The divergence in growth rates indicates that international markets are becoming increasingly critical to Didi's future performance and long-term value proposition for investors.