Earnings Call Summary | D-MARKET Electronic Services & Trading(HEPS.US) Q1 2024 Earnings Conference
Earnings Call Summary | D-MARKET Electronic Services & Trading(HEPS.US) Q1 2024 Earnings Conference
The following is a summary of the D-Market Elektronik Hizmetler Ve Ticaret A.S. (HEPS) Q1 2024 Earnings Call Transcript:
以下是D-Market Elektronik Hizmetler Ve Ticaret A.S. (HEPS)2024年第一季度業績會的總結:
Financial Performance:
金融業績：
D-Market Elektronik reported solid Q1 2024 financials with significant growth in Gross Merchandise Value (GMV) and Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA).
GMV growth was reported at 138% year-on-year, with an adjusted inflation growth of 43%.
Gross contribution margin improved by 150 basis points to 12%, the highest since IPO.
EBITDA rose by 120 basis points year-on-year to 2.4% of GMV, and adjusted for inflation improved by 70 basis points to 0.8%.
D-Market Elektronik報告了紮實的2024年第一季度財務報表，商品總價值（GMV）和利息、稅金、折舊和攤銷前利潤（EBITDA）大幅增長。
商品總價值增長了138%，調整後通脹增長爲43%。
毛利率提高了150個點子至12%，是自IPO以來的最高值。
EBITDA環比增長了120個點子，達到GMV的2.4%，考慮通脹後，增長了70個點子，達到0.8%。
Business Progress:
業務進展：
The company's loyalty program, Hepsiburada Premium, demonstrates growing satisfaction as indicated by a strong Net Promoter Score (NPS) and increased customer frequency.
Hepsiburada has accelerated its differentiation through service offerings such as HepsiJet, which significantly increased its parcel delivery performance, including a next-day delivery ratio of 82% for retail orders.
The inclusion of consumer finance loans and a Buy Now, Pay Later (BNPL) solution through Hepsipay, which saw significant utilization and tripled the total lending volume year-over-year.
該公司的忠誠度計劃“Hepsiburada Premium”表現出增加的效果，體現在強勁的淨推薦比分和增加的客戶頻率上。
Hepsiburada通過服務業務的提供如HepsiJet實現了差異化戰略，其中HepsiJet顯著提高了包裹交付的表現，零售訂單的次日交付率達到了82%。
通過Hepsipay提供消費金融貸款和“買了再付”(BNPL)解決方案，看到了顯著的使用和年度總放貸量的三倍增長。
Opportunities:
機會：
HEPS's commercial business expects to continue strong growth, particularly highlighting expansions in loyalty programs, premium delivery services through HepsiJet, and financial services via Hepsipay to capture more of Turkey's $34 billion consumer loan market.
HEPS的商業業務預計將繼續保持強勁增長，特別是在忠誠度計劃、通過HepsiJet提供高端快遞服務以及通過Hepsipay提供金融服務等方面進行擴展，以捕捉土耳其340億美元的消費貸款市場的更多份額。
Risks:
風險：
Cooling consumer demand hinted at in projections for Q2 2024 could represent a potential slowdown in growth trajectory, although the company has planned for this in its guidance.
預計2024年第二季度市場需求的降溫可能代表增長軌跡上的潛在減緩，但公司已在其指引中計劃了這一點。
More details: D-MARKET Electronic Services & Trading IR
更多詳情：D-MARKET電子服務和交易IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。