📊 Financial Highlights
• Revenue: $5.26B (+38.2% Y/Y)
• Gross Profit: $2.41B (+52.1% Y/Y)
• EPS (Diluted): $0.65 🟢 (vs. $0.14 Y/Y)
• Net Income: $414.2M (+418% Y/Y)
• Adj. EBITDA: $829.2M (+84.9% Y/Y)
🛒 E-commerce (Shopee)
• Gross Orders: 3.3B (+28.6% Y/Y)
• GMV: $29.8B (+28.2% Y/Y)
• Revenue: $3.8B (+33.7% Y/Y)
• Core Marketplace Revenue: $2.6B (+46.2% Y/Y)
• Adj. EBITDA: $227.7M (vs. -$9.2M Y/Y)
💳 Digital Financial Services (Monee)
• Revenue: $882.8M (+70% Y/Y)
• Adj. EBITDA: $255.3M (+55% Y/Y)
• Loan Book: $6.9B (+94% Y/Y)
• NPL (>90 days): 1.0% (Stable Q/Q)
🎮 Digital Entertainment (Garena)
• Bookings: $661.3M (+23.2% Y/Y)
• Revenue: $559.1M (+28.4% Y/Y)
• Adj. EBITDA: $368.2M (+21.6% Y/Y) • Margin 55.7%
• Paying Users: 61.8M (+17.8% Y/Y) • Ratio 9.3% (vs. 8.1%)
📌 Guidance
• Garena bookings expected to grow >30% in FY25
• Continued profitable growth in Asia & Brazil E-commerce markets