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DiDi Global Inc. (DIDIY) 2Q26review: Steady domestic growth with improving Brazil food delivery unit economics; Buy-20260817
高盛· 2026-08-17 11:03
17 August 2026 | 7:01AM HKT Equity Research DiDi Global Inc. (DIDIY) 2Q26 review: Steady domestic growth with improving Brazil food delivery unit economics; Buy | | | Key Data _____________________________________ DiDi reported broadly in-line 2Q26 results, with China Mobility adj. EBITA of Rmb4.2bn (+1% above GSe and Visible Alpha Consensus), where GTV margin reached 4.6% (up 0.2ppts yoy) on 8%/9% order volume/GTV growth (positive AOV growth for the third consecutive quarter) and +2ppts yoy improvement in ...