WeRide (WRD) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, June 2, 2026 astatine 12:01 PM CDT 38 min read

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DATE

Monday, March 23, 2026 astatine 8 a.m. ET

CALL PARTICIPANTS

• Founder, Chairman, and CEO — Xu Han

• CFO and Head of International — Xuan Li

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Full Conference Call Transcript

Dr. Tony Han; and CFO and Head of International, Ms. Jennifer Li. Before we continue, I'd similar to notation you to the harmless harbor connection successful the company's net property release, which besides applies to this telephone arsenic today's telephone volition see forward-looking statements, including WeRide's strategies and aboriginal plans. These forward-looking statements are made nether the harmless harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements impact inherent risks and uncertainties.

The company's existent results could disagree materially from those stated oregon implied by these forward-looking statements arsenic a effect of assorted important factors, and delight notation to the Risk Factors conception of the company's Form 20-F filed with the SEC and announcements connected the website of the Hong Kong Stock Exchange for a afloat disclosure of these hazard factors. The institution does not presume immoderate work to update immoderate forward-looking statements, but arsenic required nether applicable law.

Please enactment that each numbers stated successful management's prepared remarks are successful RMB terms, and we volition sermon non-IFRS measures today, which are much thoroughly explained and reconciled to the astir comparable measures reported successful the company's net merchandise and filings with the SEC and the Hong Kong Stock Exchange. The company's unaudited fiscal and operating results were released earlier contiguous via Newswire and tin beryllium recovered connected the company's IR website. And with that, I'll present crook the telephone implicit to the company's Founder, Chairman and CEO, Dr. Tony Han. Please spell ahead, sir.

Xu Han: Hi, everyone. Thank you for joining america today. As a planetary person successful autonomous driving, we delivered beardown results implicit the past twelvemonth with a grounds precocious gross of RMB 685 million, increasing 90% year-over-year, driven by expanding robotaxi deployments arsenic good arsenic robust request for robobus and different autonomous driving products. Robotaxi gross has accrued 210% year-over-year, reflecting the continued commercialization of our technology. By today, our planetary robotaxi fleet size has reached a caller tallness of 1,125 vehicles. We are seeing encouraging momentum crossed some our home operations successful China and our planetary markets. As we proceed to scale, I'll locomotion you done the cardinal developments driving our growth.