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Mar 31

ZEEKR Q1 2025 Earnings Report

Zeekr reported a narrower net loss and improved vehicle margins during Q1 2025.

Key Takeaways

Zeekr Group delivered a strong Q1 2025 with improved margins and a notable reduction in net loss. Despite a sequential decline in revenue due to seasonality, the company made progress in profitability through integration synergies and disciplined cost control.

Net loss narrowed to $105 million, a 60.2% YoY improvement.

Vehicle margin rose to 16.5%, driven by cost efficiencies.

Total revenue reached $3.03 billion, up slightly from the prior year.

Adjusted EPS improved to -$0.03 from -$0.99 YoY.

Total Revenue
$3.03B
Previous year: $2.05B
+48.0%
EPS
-$0.03
Previous year: -$1.4
-97.9%
Vehicle Margin
16.5%
Previous year: 13.1%
+26.0%
Gross Margin
19.1%
Previous year: 16.3%
+17.2%
R&D Expenses
$401M
Previous year: $321M
+24.9%
Gross Profit
$580M
Previous year: $242M
+139.7%
Cash and Equivalents
$1.36B
Previous year: $525M
+160.0%
Total Assets
$8.42B
Previous year: $3.95B
+113.3%

ZEEKR

ZEEKR

ZEEKR Revenue by Segment

Forward Guidance

Zeekr expects continued operational efficiency and margin improvement as it integrates its brands and prepares new model launches.

Positive Outlook

  • Platform synergies expected to enhance profitability.
  • Cost-saving initiatives remain in effect.
  • New models like Zeekr 7GT and 9X to drive future growth.
  • Increased production efficiency anticipated.
  • Strong delivery base with over 1.9 million users.

Challenges Ahead

  • Seasonal delivery slowdown impacted quarterly results.
  • Price pressures due to changing product mix.
  • Battery and component revenue declined significantly.
  • Non-GAAP net loss still at $88 million.
  • High R&D expenses from platform development.

Revenue & Expenses

Visualization of income flow from segment revenue to net income