NIO Inc. (NIO) Q4 2025 (CNY): EPS -- (exp. -0.06), Revenue 34.7bln (exp. 37.29bln)

• Adj. Net Income CNY 727mln
• delivered 27,182 vehicles and 20,797 vehicles in January and February 2026, respectively. As of February 28, 2026, the Company had delivered 47,979 vehicles in 2026, with cumulative deliveries reaching 1,045,571
• Q4 Vehicle deliveries 124,807 (vs prev. +41% Y/Y at 87,071 in Q3)

GUIDANCE:

• Q1 Rev. view 24.4-25.2bln (exp. 28.69bln)
• Expects total deliveries in Q1 to be between 80,000-83,000 units