DiDi Global Inc. released its fourth quarter and full-year 2025 financial results on March 13. During the fourth quarter, the company’s core platform—comprising its China mobility and international businesses—recorded a 13.5% year-over-year increase in total orders, reaching 4.844 billion. The daily order peak exceeded 65 million. For the full year 2025, orders on the core platform grew 14% to 18.24 billion.
The rise in order volume drove an expansion in gross transaction value (GTV). In the fourth quarter, GTV for the core platform increased 19.9% year-over-year to RMB 123.8 billion. Full-year 2025 GTV climbed 14.8% to RMB 450.8 billion.
Cheng Wei, Founder and CEO of DiDi, stated that both China mobility and international businesses achieved record order volumes in the fourth quarter. The China mobility segment has maintained double-digit growth for 12 consecutive quarters, while international mobility delivered strong growth and has been profitable for two straight years. He also noted that strategic investments in new overseas businesses during Q4 yielded better-than-expected growth. Cheng highlighted the emerging synergies among multiple services in Latin American markets and expressed confidence in deepening local operations.
In the fourth quarter of 2025, DiDi’s China mobility orders grew 10.1% year-over-year to 3.578 billion, with average daily orders rising to 38.9 million. Full-year orders increased 10.8% to 13.735 billion. This marks the 12th consecutive quarter of double-digit growth for the China mobility business since 2023.
GTV for China mobility in the fourth quarter rose 11.2% year-over-year to RMB 87.2 billion. Full-year 2025 GTV reached RMB 333.8 billion, up 10.7% from the prior year.
As China’s mobility market continues to mature, users are increasingly seeking personalized travel options and higher service quality. Over the past year, DiDi has expanded into new growth areas by introducing diverse products and innovative experiences.
The company has integrated multiple travel scenarios and launched specialized services such as chartered rides, pet-friendly travel, overseas travel, and a women-friendly initiative. Premium service categories like DiDi Light Enjoy and Select Express have been introduced to reward drivers for quality service. The AI travel assistant, XiaoDi, meets personalized rider needs by allowing users to select from over 90 service tags—such as fresh air, spacious trunks, and smooth driving—tailoring solutions for scenarios like family travel or business receptions.
DiDi has also continued to innovate with new services to enhance user experience and loyalty. In the fourth quarter, the number of core members increased more than 15% compared to the same period last year. Members now have access to over 20 benefits, including ride privileges and station perks, as well as cross-sector membership partnerships with Hilton, Huazhu Group, Haidilao, Atour Hotel, and Hainan Airlines, creating an integrated benefits system spanning ground travel, air travel, dining, and accommodation.
Additionally, through improved technology, clearer signage, and upgraded service facilities, DiDi has enhanced the travel experience at 313 airports and railway stations across 165 Chinese cities, including Beijing Capital International Airport, Shenzhen Bay Port, and Hangzhou East Station.
Bolstered by increased investment in key overseas markets throughout 2025, DiDi’s international business maintained rapid growth. International orders grew 24.5% year-over-year in the fourth quarter to 1.265 billion, with average daily orders nearing 14 million. For the full year, international orders increased 24.7% to 4.505 billion. The international mobility segment, a core part of the international business, remained profitable on an adjusted EBITDA basis for the second consecutive year.
GTV for the international business surged 47.1% year-over-year in the fourth quarter to RMB 36.6 billion. Full-year international GTV reached RMB 117 billion, up 28.2% from the previous year.
DiDi’s international operations now cover 14 countries and regions across Latin America, Asia-Pacific, and Africa, offering mobility, food delivery, and financial services to more than 100 million users.
Since entering the Brazilian market in 2018, DiDi has attracted 55 million active users and approximately 1.5 million drivers. Its services now reach over 3,300 cities and towns across Brazil. Over the past three years, the company’s two-wheel mobility service has completed more than 2 billion orders.
After relaunching its food delivery service in Brazil in April last year, DiDi has accelerated its efforts to build an all-in-one lifestyle platform in the country. As of January this year, its 99 platform’s food delivery service had expanded to more than 60 Brazilian cities, including key economic hubs such as São Paulo, Rio de Janeiro, Salvador, Belo Horizonte, and Goiânia. The company plans to extend 99 Food to 100 cities in Brazil by mid-2026.
While steadily advancing its international presence, DiDi continues to explore cutting-edge technologies such as artificial intelligence. In the fourth quarter of last year, DiDi Autonomous Driving launched round-the-clock, fully driverless passenger testing in designated zones in Guangzhou and Beijing, marking a new phase in its service capabilities. In January, the company, in partnership with GAC Aion, began mass production of a new generation of Robotaxi vehicles, which have since entered regular road testing. Moving forward, DiDi aims to advance core technology development responsibly and expand its autonomous driving technology and experience to global markets.
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