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Dec 31, 2024

Cheche Group Q4 2024 Earnings Report

Cheche Group reported revenue growth and a significant reduction in operating and net losses in Q4 2024.

Key Takeaways

In Q4 2024, Cheche Group achieved $134.8 million in revenue, marking a 13.4% year-over-year increase. Operating loss narrowed sharply to $0.4 million, while net loss decreased to $1.4 million. The company also posted an adjusted net loss of $0.4 million, with strong growth in written premiums and policy volume.

Revenue rose 13.4% YoY to $134.8 million.

Operating loss narrowed by 93.7% YoY to $0.4 million.

Net loss decreased by 67.4% YoY to $1.4 million.

Adjusted net loss was $0.4 million, a 38.6% improvement YoY.

Total Revenue
$135M
Previous year: $122M
+10.3%
EPS
-$0.01
Previous year: -$0.01
+0.0%
Written Premiums
$1B
Previous year: $865M
+15.6%
Policies Issued
5.1M
Previous year: 4.8M
+6.3%
NEV Embedded Policies
441K
Previous year: 155K
+184.5%
Cash and Equivalents
$21M
Previous year: $37.3M
-43.7%
Total Assets
$176M
Previous year: $126M
+40.1%

Cheche Group

Cheche Group

Cheche Group Revenue by Geographic Location

Forward Guidance

For FY 2025, Cheche expects revenues between $493M and $521M, and a return to adjusted operating profitability.

Positive Outlook

  • Revenue expected to grow 3.7% to 9.4% YoY
  • Total written premiums forecasted to rise up to 11.1%
  • NEV written premiums projected to more than double
  • Expecting shift from adjusted operating loss to profit
  • Expanding partnerships across major NEV manufacturers

Challenges Ahead

  • Foreign exchange losses impacted bottom line in Q4
  • Ongoing cost pressures in administrative operations
  • Adjusted net loss persists despite narrowed GAAP loss
  • Listing-related and compliance costs still relevant
  • Market uncertainties may affect premium growth