Indonesia · Delayed Price · Currency is IDR PT GoTo Gojek Tokopedia Tbk Earnings Call Transcripts
Fiscal Year 2026
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Reported first-ever quarterly net profit and strong growth in users, revenue, and adjusted EBITDA. Fintech and on-demand services drove profitability, while prudent risk management and AI initiatives support future growth. Share buybacks to increase as cash flow strengthens.
Fiscal Year 2025
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Record Adjusted EBITDA and strong revenue growth were achieved in 2025, with fintech and on-demand services both delivering significant profitability improvements. 2026 guidance targets further EBITDA growth, while macroeconomic risks like oil prices are being closely monitored.
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Achieved record adjusted EBITDA and first adjusted pre-tax profit, with strong growth in fintech and on-demand services. Raised full-year guidance and maintained robust liquidity, while addressing macro, regulatory, and competitive challenges.
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Record GTV and revenue growth, with strong adjusted EBITDA and positive cash flow. Fintech and on-demand services achieved best-ever profitability, supported by tech upgrades and strategic partnerships. Confident in meeting full-year guidance and sustaining growth.
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Record Q1 2025 profitability was driven by strong fintech and on-demand services, with group adjusted EBITDA reaching IDR 393 billion and robust cash reserves. Premium offerings, targeted incentives, and disciplined risk management supported growth, while full-year guidance remains unchanged.
Fiscal Year 2024
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Record 2024 results with all-time highs in GTV, revenue, and adjusted EBITDA, driven by fintech and on-demand services. 2025 guidance targets further margin expansion, strong loan growth, and continued market leadership, with robust cost controls and tech innovation supporting profitability.
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Strong user and revenue growth drove positive adjusted EBITDA, with fintech and on-demand services both outperforming and fintech profitability arriving ahead of schedule. Cost discipline, cloud migration, and robust credit quality underpin a positive outlook, though macro headwinds may temper year-on-year growth.
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Q2 2024 saw accelerated growth with core GTV up 54% year-on-year and strong gains in all segments, while adjusted EBITDA loss narrowed by 95%. The company remains confident in achieving full-year adjusted EBITDA breakeven, supported by robust cost management and product innovation.