W

WeRide Inc
NASDAQ:WRD

Watchlist Manager
WeRide Inc
NASDAQ:WRD
Watchlist
Price: 7.075 USD 12.3% Market Closed
Market Cap: $2.4B

WeRide Inc
Investor Relations

WeRide Inc., a pioneering force in autonomous vehicle technology, was founded in 2017 and quickly established itself as a key player in China's burgeoning driverless car industry. Headquartered in Guangzhou, the company has charted a rapid journey towards developing fully autonomous vehicles that aim to redefine urban transportation. At its core, WeRide's operations are focused on creating AI-driven systems that allow for safe, efficient, and environmentally-friendly travel. The company's technology integrates cutting-edge sensors, deep learning, and advanced algorithms to ensure vehicles can navigate complex road networks with little to no human intervention. By collaborating with prominent automakers and city governments, WeRide has been instrumental in testing and deploying its technology in public spaces, a move that underscores its commitment to transforming transportation.

WeRide generates revenue primarily through partnerships, licensing its autonomous driving solutions to automotive manufacturers, and launching pilot programs in major cities. One of its flagship initiatives, a robotaxi service, provides a glimpse into the potential avenues for monetization that WeRide is exploring. By offering rides to the public, it not only collects substantial data to refine its technology but also taps into the growing appetite for self-driving transportation. Additionally, WeRide is also exploring the integration of its systems into public transit networks and logistics, capturing a slice of the rapidly evolving smart mobility market. Its strategic funding rounds, supported by major investors, fuel its R&D endeavors, allowing for continuous innovation and expansion into new regions, particularly in Asia and beyond. Through these multifaceted approaches, WeRide is carving out a significant niche in the evolving landscape of autonomous driving.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 23, 2026
AI Summary
Q4 2025

Revenue: Q4 revenue was CNY 314 million, up 123% YoY; full year 2025 revenue was CNY 685 million, up 90% YoY.

Growth drivers: Robotaxi and robobus product sales drove the jump in product revenue (Q4 product revenue CNY 211 million, up 309%); robotaxi full-year revenue was CNY 148 million, up 210% YoY.

Unit economics: Operating efficiency improved materially — total cost of ownership fell ~38%, BOM cost for the new GXR cut 15%, and remote-assistance ratio improved from 1:10 to 1:40.

Scale & footprint: Global robotaxi fleet at 1,125 vehicles and total AV fleet (robotaxis, robobuses, robovans, robosweepers) at 2,113; international robotaxi fleet >250 vehicles and deployments in 12 countries (permits in 8).

Outlook / guidance: Company expects global robotaxi fleet to reach 2,600 by end of 2026 (subject to approvals); authorized up to USD 100 million share repurchase program.

Profitability & cash: Group gross margin ~28% in Q4 and ~30% for full year; full-year gross profit CNY 207 million; ended 2025 with total capital reserves CNY 7.13 billion (CNY 6.97 billion cash and equivalents).

Key risks / execution: Management highlighted regulatory, hardware/software integration, and operational scale as meaningful barriers that differentiate incumbent L4 operators from ADAS-only peers.

Key Financials
Revenue (Q4 2025)
CNY 314 million
Revenue (Full Year 2025)
CNY 685 million
Product revenue (Q4 2025)
CNY 211 million
Service revenue (Q4 2025)
CNY 103 million
Product revenue (Full Year 2025)
CNY 360 million
Service revenue (Full Year 2025)
CNY 325 million
Robotaxi revenue (Q4 2025)
CNY 51 million
Robotaxi revenue (Full Year 2025)
CNY 148 million
Global robotaxi fleet size
1,125 vehicles
Total AV fleet (robotaxis, robobuses, robovans, robosweepers)
2,113 vehicles
International robotaxi fleet
surpassed 250 vehicles
China commercial & testing fleet
more than 800 robotaxis
China service coverage
over 1,000 square kilometers
Average daily orders per vehicle
15 trips (past 6 months)
Peak daily trips per vehicle
26 trips
Average passenger waiting time
under 10 minutes
Total cost of ownership (China fleet)
decreased by approximately 38%
BOM cost of latest robotaxi GXR
cut by 15%
Remote assistance ratio
improved from 1:10 to 1:40
Per vehicle production time
under 10 minutes
Group gross profit (Q4 2025)
CNY 89 million
Group gross margin (Q4 2025)
28%
Group gross profit (Full Year 2025)
CNY 207 million
Group gross margin (Full Year 2025)
30%
Operating expenses (Q4 2025)
CNY 655 million
Operating expenses (Full Year 2025)
CNY 2.04 billion
R&D expenses (Q4 2025)
CNY 411 million
R&D expenses (Full Year 2025)
CNY 1.37 billion
Administrative expenses (Q4 2025)
CNY 217 million
Administrative expenses (Full Year 2025)
CNY 596 million
Selling expenses (Q4 2025)
CNY 27 million
Selling expenses (Full Year 2025)
CNY 74 million
Net loss (Q4 2025)
CNY 5,565 million
Net loss (Full Year 2025)
CNY 1.65 billion
Total capital reserves (as of Dec 31, 2025)
CNY 7.13 billion
Cash and cash equivalents and time deposits
CNY 6.97 billion
Investments in wealth management products
CNY 144 million
Restricted cash
CNY 19 million
Short-term bank loans
CNY 324 million
Share repurchase authorization
up to USD 100 million
Planned incremental vehicles with Uber (Middle East/overseas)
at least 1,000 more by 2027 (in addition to current ~200 in region)
Other Earnings Calls

Management

Dr. Xu Han
Founder, Chairman & CEO
No Bio Available
Dr. Yan Li
Co-founder, Director & CTO
No Bio Available
Ms. Xuan Li
Chief Financial Officer
No Bio Available
Dr. Hua Zhong
Senior Vice President
No Bio Available
Dr. Qingxiong Yang
Vice President
No Bio Available

Contacts

Address
GUANGDONG
Guangzhou
No. 51, Luoxuan Road, Guangzhou International Biotech Island, 21st Floor, Tower A, Guanzhou Life Science Innovation Center
Contacts
+862029093388
www.weride.ai
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett