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WeRide Inc. (WRD) Q4 2025 Earnings Call Transcript

WeRide Inc. delivered strong Q4 results with 123% y/y revenue growth and robust expansion, but I maintain a Hold rating due to execution risks. WRD's $1B cash position and minimal debt support aggressive global AV fleet expansion, targeting 2,600 vehicles and deeper penetration in Europe, the Middle East, and APAC. Gross margin improved to 28.5%, and operating losses narrowed, yet profitability remains distant; progress hinges on scaling and improving unit economics.

WeRide Inc. Announces Fourth Quarter and Full Year 2025 Unaudited Financial Results WeRide Inc. Announces Fourth Quarter and Full Year 2025 Unaudited Financial Results

WRD emerges as winner in robotaxi race, backed by global expansion, partnerships and fleet growth as AV market surges toward $41.75T by 2034.

WeRide showcased its Robotaxi GXR at NVIDIA GTC 2026 today, which will be introduced across key Southeast Asian markets together with shareholder Grab.

WRD expands Geely Farizon partnership to deliver 2,000 Robotaxi GXR vehicles by 2026, boosting its global autonomous fleet.

NEW YORK, March 13, 2026 (GLOBE NEWSWIRE) -- WeRide Inc. (“WeRide” or the “Company”) (Nasdaq: WRD; HKEx: 0800), a global leader in autonomous driving technology, today announced that each of the proposed resolutions submitted for shareholders' approval (the “Proposed Resolutions”) as set forth in the notice of extraordinary general meeting, notice of Class A meeting and notice of Class B meeting, each dated February 6, 2026, Beijing time, have been adopted at the meetings held in Guangzhou, Guangdong Province, China today.