J&T Global Express Limited (1519) Earnings Call Transcripts

J&T Global Express Limited's Latest Earnings Call - Q1 FY2026

In Q1 2026, J&T Global Express Limited reported strong operational growth, with total parcel volume reaching 8.33 billion pieces, a 26.2% increase year-on-year. The company's revenue and earnings figures were not disclosed during the call, but management highlighted robust growth in Southeast Asia, particularly with a 79.9% increase in parcel volume. Guidance for the Southeast Asia e-commerce market remains optimistic, with management projecting a 30% growth rate for 2026, indicating potential for continued stock performance.

Reported metrics

Guidance from management

Management maintained an optimistic outlook for the Southeast Asia e-commerce market, projecting a 30% growth rate for 2026, indicating confidence in continued expansion.

What management said

Hello, everyone, and welcome to J&T Express Q1 2026 Business Performance Briefing. And this is Frank, and materials for today's meeting have been sent to you via e-mail and uploaded to the company's website. Joining us today, we have Dylan, CFO at J&T Express; and Haibin, Director of Investment and Financing. We are going to have 2 parts. First of all, Haibin will present the company's business performance in Q1 2026...

All right. Thank you very much, dear investors and analysts for attending this meeting, and this is already a very good and thorough communication. If you do have any further questions, please contact IR team and stay tuned. Thank you very much, and good bye. [Statements in English on this transcript were spoken by an interpreter present on the live call.]

What analysts pressed on

Analysts expressed concerns regarding the impact of rising fuel prices on operational costs and the potential slowdown in parcel volume growth in specific markets like Indonesia and Malaysia. They also inquired about the competitive landscape and the company's strategies to navigate these challenges.

Main topics on the call

• Southeast Asia Growth — J&T Express reported a remarkable 79.9% year-on-year growth in parcel volume in Southeast Asia, driven by e-commerce shopping festivals and increased customer investments. Management stated, "the overall e-commerce busin...
• China Market Performance — Parcel volume in China increased by 8.4% year-on-year, supported by the Spring Shopping Festival. Management noted, "our business volumes in China rebounded in Q1," indicating a recovery in the market.
• Expansion in Other Markets — J&T's operations in other markets, including Latin America, saw a 100.5% increase in parcel volume. Management emphasized the potential for e-commerce growth in these regions, stating, "the per capita parcel volume is mu...
• Cost Management Amid Rising Fuel Prices — Management acknowledged rising fuel costs due to geopolitical tensions but highlighted measures to mitigate impacts, including storage strategies and potential shifts to alternative energy sources. They stated, "we are n...

Read the full J&T Global Express Limited transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 J&T Global Express Limited earnings call transcripts on record, spanning January 7, 2025 to July 8, 2026. Based on this history, J&T Global Express Limited reports quarterly. The most recent call on file is dated July 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

1519

Exchange

SEHK

Country

HK

Sector

Industrials

Industry

Air Freight and Logistics

Calls on record

7

First call

January 7, 2025

Most recent

July 8, 2026

Reporting cadence

quarterly