DiDi Global (DIDI) investor relations material

Executive summary

• Achieved record high core platform transactions of 5,052 million, up 13.2% year-over-year for Q2 2026.

• Profit for Q2 2026 was RMB0.9 billion, reversing a loss of RMB2.5 billion in Q2 2025, mainly due to a one-time provision for a shareholder class action lawsuit in the prior year.

• China Mobility and International segments both delivered strong transaction and GTV growth, with international outpacing domestic.

• Continued focus on safety, efficiency, and AI/autonomous driving initiatives.

Financial highlights

• Revenues rose 10.8% year-over-year to RMB62.5 billion in Q2 2026.

• Core Platform GTV reached RMB133.9 billion, up 22.2% year-over-year.

• Platform Sales from China Mobility grew 21.6% to RMB21.9 billion; International Platform Sales up 18.4% to RMB3.3 billion.

• Adjusted EBITDA (Non-IFRS) was RMB1.3 billion, down from RMB3.2 billion in Q2 2025.

• Adjusted profit (Non-IFRS) was RMB0.3 billion, down from RMB3.1 billion in Q2 2025.

Outlook and guidance

• Plans to increase consumer and driver engagement and expand affordable offerings in China Mobility.

• International business to focus on ecosystem synergies and expansion of food delivery and local services.

• Continued investment in AI and autonomous driving, and strengthening driver protection initiatives.