On December 30, Didi announced its unaudited second quarter results as of June 30, 2021 and its unaudited third quarter results as of September 30, 2021. In addition, Didi once again disclosed information about the start of preparations for the delisting of the New York Stock Exchange and the listing of Hong Kong stocks. On December 3, Didi announced that the board of directors supported the company’s delisting from the New York Stock Exchange and had approved the company to carry out related work. The board of directors also authorized the company to start preparations for listing on the Hong Kong Main Board.
The above quarterly results show that in the second quarter of 2021, Didi's total revenue will be 48.2 billion yuan. In the third quarter of 2021, Didi's total revenue was 42.7 billion yuan, a quarter-on-quarter decrease of 11.48%.
Didi’s current revenue consists of three parts, China’s travel business (China’s online car-hailing, taxi, driving and ride-hailing, etc.), international business (international travel and food delivery, etc.) and other businesses (bike sharing and motorcycles, service, freight, autonomous driving and financial services).
From the perspective of different income components, among Didi's total revenue of 48.2 billion yuan in the second quarter of 2021, the total revenue of China's travel business is 44.8 billion yuan, the total revenue of international business is 800 million yuan, and the total revenue of other businesses is 2.6 billion yuan. Yuan.
Among Didi's total revenue of 42.7 billion yuan in the third quarter of 2021, the total revenue of China's travel business is 39 billion yuan, the total revenue of international business is 1 billion yuan, and the revenue of other businesses is 2.7 billion yuan.
In the second quarter of 2021, under non-GAAP, Didi’s adjusted earnings before interest, tax and amortization (EBITA) was a loss of 2.3 billion yuan, compared with a gain of 200 million yuan in the same period last year. Among them, in the second quarter of 2021, China's travel business realized a profit of 1.7 billion yuan, a loss of 1.2 billion yuan in international business, and a loss of 2.8 billion yuan in other businesses.
In contrast, under the non-GAAP caliber, Didi’s adjusted EBITDA in the third quarter of 2021 was a loss of 7.5 billion yuan, compared with a loss of 17 million yuan in the same period last year. Among them, in the third quarter of 2021, China's travel business lost 29 million yuan, international business lost 1.8 billion yuan, and other businesses lost 5.7 billion yuan.
Among them, mainly affected by changes in the fair value of the Orange Heart investment, Didi confirmed a net investment loss of 20.8 billion yuan in the third quarter. Affected by this, Didi's net loss attributable to ordinary shareholders in the third quarter of 2021 was 30.6 billion yuan.
From the perspective of the total transaction volume (GTV) of the core platform, in the second quarter of 2021, the total transaction volume of Didi's core platform was 73.3 billion yuan, the total transaction volume of China's travel business was 64.6 billion yuan, and the total transaction volume of international business was 8.7 billion yuan. billion.
In the third quarter of 2021, the total transaction volume of Didi's core platform was 68.7 billion yuan, the total transaction volume of China's travel business was 58.4 billion yuan, and the total transaction volume of international business reached 10.3 billion yuan.
In terms of order volume, in the second quarter of 2021, the total order volume of the core platform is 3.004 billion orders, the total order volume of China Travel is 2.57 billion orders, and the total order volume of international business is 434 million orders.
In the third quarter of 2021, the total order volume of the core platform was 2.855 billion orders, the total order volume of China Travel was 2.356 billion orders, and the total order volume of international business was 499 million orders.
In addition, Didi also announced that Zhang Yi, Senior Legal Director of Alibaba and General Counsel of Ali Local Life Service Company, was appointed as a director of Didi's board of directors, and Zhang Yong, chairman and CEO of Alibaba's board of directors, resigned from the board of directors of Didi.