EarningsQ2 2026 Earnings Report
DE:4JMA Q2 2026 EPS Results
Actual EPS-€0.07
Consensus EPS-€0.07
Beat/MissMet expectations
One Year Ago EPS-€0.11
DE:4JMA Q2 2026 Revenue Results
Actual Revenue€46.30M
Expected Revenue€46.66M
Beat/MissMissed by -€353.15K
YoY Revenue Growth+12.25%
Earnings Announcement Details
QuarterQ2 2026
Date08/12/2026
TimeBefore Open
Conference CallWednesday, August 12, 2026
DE:4JMA Upcoming Earnings
Jumia Technologies AG's next earnings date is estimated for November 18, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:4JMA Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful progress toward profitability with strong usage, monetization and operating leverage: GMV +23% (adj.), gross profit +28%, adjusted EBITDA loss narrowed 36% and high‑growth advertising/warehousing revenue lines. These positive trends were offset by material near‑term headwinds — supply shortages in phones/electronics, temporary fuel surcharges, a demand shock in Ivory Coast, and a reduction in liquidity that prompted a $50M capital raise. Management maintained adjusted EBITDA and cash‑flow targets (breakeven in Q4'26) while moderating GMV guidance. On balance, the operational and profitability momentum outweighs the transitory external challenges.Company Guidance
GMV and Usage Growth
Gross merchandise value (GMV) grew 23% year‑over‑year (adjusted for perimeter effects). Physical goods orders rose 28% YoY and quarterly active customers increased 23% YoY (adjusted for perimeter effects), demonstrating continued platform usage momentum.
Gross Profit and Monetization Expansion
Gross profit increased 28% year‑over‑year to $30.7M, with gross profit margin up ~92 basis points to 14.2% of GMV. Marketplace revenue rose 34% YoY to $28.8M and take‑rate improvements plus higher-margin categories supported profitability.
Significant Improvement in Adjusted EBITDA
Adjusted EBITDA loss narrowed to $8.7M from $13.6M in Q2'25, a 36% year‑over‑year improvement, supporting management's path to Q4'26 breakeven and full‑year adjusted EBITDA profitability in 2027.
Revenue and High‑Growth Revenue Streams
Total revenue was $52M, up 14% YoY (15% on a constant currency basis). Marketing & advertising revenue jumped 88% YoY to $3.5M and value‑added services revenue increased 61% YoY to $1.9M, indicating diversification into higher‑margin monetization streams.
Unit Economics and Fulfillment Efficiency
Gross profit per physical goods order increased to $4.9 from $4.8 YoY. Fulfillment cost per physical goods order declined 7% YoY (4% on a constant currency basis) to $2.04, reflecting productivity gains and scale despite temporary surcharges.
Country‑Level Execution and Strong Markets
Notable country performances: Nigeria physical goods GMV +36% YoY, Kenya +23% YoY, Egypt ~45–50% YoY (strong recovery), Ghana +77% YoY. Upcountry penetration remains strong with 61% of orders from upcountry regions (up from 59% prior quarter).
Supply Diversification and International Sourcing
International sourcing scaled to 5.8M gross items in Q2, up 96% YoY (adjusted), expanding the Chinese seller base and Turkey apparel supply — helping assortment and competitive pricing.
Capital Raise and Balance Sheet Support
Announced a $50M capital raise anchored by a $25M IFC investment, plus existing and new investor participation — strengthening liquidity and institutional credibility to derisk the path to profitability.
DE:4JMA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed