8/20/2026

speaker
Conference Moderator
Moderator

Thank you, operators. Hello, everyone. Welcome to G&T Express 2026 Interview Results Conference Call.

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Haibin Chen
Director of Strategic Investment and Capital Market, G&T Express

I'm Haibin Chen, Director of Strategic Investment and Capital Market of G&T Express. The company's results and investor relations presentation were released earlier today and are now available on the company's IR website at ir.gtexpress.com. Before we start the call, we would like to remind you that the call may include forward-looking statements which are underlined by a number of leaks and uncertainties and may not be realized in the future for various reasons. Information about general market conditions is coming from a variety of sources outside of J&T. This presentation also contains unaudited non-IFRS financial measures that should be considered in addition to but not as substitute for the company's financials prepared in accordance with IFRS. I have with me J&T Executive President Steven Tan, Vice President Charles Ho, and CFO Stephen Kay. Our management will share strategies, operating highlights, and financial performance for the first half of 2026. This will be followed by a Q&A session. Please note that we have live slides showing through webcast this time. With that, let me turn the call over to Steven. Steven will read through his prepared remarks in Chinese before I translate for him in English. Okay.

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Steven Tan
Executive President, G&T Express

Welcome to today's press conference. I would like to thank the company on behalf of the company for its constant attention and support, and I am very honored to report to you the financial and financial performance of the Group in the past six months. In the first half of 2026, the company's full-scale express logistics network achieved two milestone breakthroughs. is the company's first time to achieve 100 million package volume in the second quarter. It is one of the few couriers in the world that can deal with one-level package capacity in a modern way. Second, the company's market revenue outside of China is up to 50% for the first time, marking the company's forward-looking development. became one of the world's most outstanding express companies and entered a new era of development. In the first half of 2026, the company delivered high-performance growth with high-performance growth. The company processed 175 billion packages, a total growth of 25.1%. The company's total revenue reached 76.7 billion a year, a total growth of 39.5%. We observed that in the first half of 2026, The global e-commerce and express market are still full of opportunities. In the current market of the company, Latin America has 18 people in a year. Southeast Asia has 48. Compared to China's 159, there is still considerable room for growth. In order to seize the opportunity of commercial and logistics globalization, in the first half of 2020, the company will accelerate the global market with China's advanced logistics experience. First of all, Southeast Asia. In the first half of 2026, the company handled 55.2 billion packages in Southeast Asia. The company continues to become the core logistics partner of T-Talk, LaLada, Zoom, and ShareIn, as well as many mainstream e-commerce platforms, deeply grasping e-commerce growth secrets. B B B B B B China China China China The company has increased by 0.5%. The company has increased by 0.5%. The company has increased by 0.5%. The company has increased by 0.5%. The company has increased by 0.5%. The company has invested heavily in unmanned vehicle maintenance, smart customers, and AI applications. Finally, the other markets. In the first half of 2020, the company handled 3.6 billion packages in other markets, with a growth of 119.9%. The market share rose to 8.9%, and the share rose by 2.7%. The company is cooperating with global e-commerce companies such as TikTok, Shein, Chrome, Huawei, AliExpress, and MercadoLibre. The company is promoting and expanding its network coverage on other networks. On the one hand, it is actively investing in performance production to meet the long-awaited express demand. On the other hand, through business mode output and local innovation, We will continue to strengthen global network infrastructure and deepen China's experience in global business. Hello everyone, welcome to today's results briefing.

Disclaimer

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