ZKH stock icon

ZKH Group
ZKH

$3
3.85%

Market Cap: 483M

 

About: ZKH Group Ltd engages in providing MRO procurement service platform in China. It provides one-stop MRO procurement and management services for its customers, and offers digital and fulfillment solutions for participants along the industry value chain. It offers a broad range of MRO product offerings covering all MRO product lines on its platform, including spare parts, chemicals, manufacturing parts, general consumables, and office supplies. All of the Group's revenues are derived from the PRC.

Employees: 3,476

0
Funds holding %
of 6,702 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2023] → 1 (+0) [Q1 2024]

0% less ownership

Funds ownership: 0.27% [Q4 2023] → 0.27% (-0%) [Q1 2024]

3% less capital invested

Capital invested by funds: $198M [Q4 2023] → $193M (-$5.46M) [Q1 2024]

20% less funds holding

Funds holding: 5 [Q4 2023] → 4 (-1) [Q1 2024]

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Research analyst outlook

We haven’t received any recent analyst ratings for ZKH.

Financial journalist opinion

Neutral
PRNewsWire
4 months ago
ZKH Group Limited Announces Fourth Quarter and Fiscal Year 2023 Unaudited Financial Results
SHANGHAI , March 19, 2024 /PRNewswire/ -- ZKH Group Limited ("ZKH" or the "Company") (NYSE: ZKH), a leading maintenance, repair and operations ("MRO") procurement service platform in China, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2023. Fourth Quarter and Fiscal Year 2023 Operational and Financial Highlights in thousand RMB, except for days, percentage and basis points ("bps") Fourth Quarter Fiscal Year 2022 2023 Change 2022 2023 Change GMV[1] 2,669,138 3,207,139 20.2 % 9,372,961 11,083,035 18.2 % GMV by Platform ZKH Platform 2,457,580 2,907,077 18.3 % 8,563,478 10,112,872 18.1 % GBB Platform 211,558 300,062 41.8 % 809,483 970,163 19.8 % GMV by Business Model Product Sales (1P) 2,173,506 2,321,861 6.8 % 7,928,804 8,336,846 5.1 % Marketplace (3P) 495,632 885,279 78.6 % 1,444,159 2,746,189 90.2 % Number of Customers 36,401 42,220 16.0 % 58,004 66,562 14.8 % ZKH Platform 26,319 31,174 18.4 % 40,495 48,211 19.1 % GBB Platform 10,082 11,046 9.6 % 17,509 18,351 4.8 % Net Revenue[2] 2,259,750 2,443,961 8.2 % 8,315,236 8,721,175 4.9 % Gross Profit 376,265 417,151 10.9 % 1,317,670 1,452,434 10.2 % % of Net Revenue 16.7 % 17.1 % 41.8bps 15.8 % 16.7 % 80.8bps Operating Loss (89,078) (6,779) -92.4 % (685,706) (398,724) -41.9 % % of Net Revenue -3.9 % -0.3 % 366.5bps -8.2 % -4.6 % 367.4bps Non-GAAP EBITDA[3] (56,741) 43,272 -176.3 % (561,337) (211,896) -62.3 % % of Net Revenue -2.5 % 1.8 % 428.2bps -6.8 % -2.4 % 432.1bps Net (Loss)/Profit (83,531) 20,229 -124.2 % (731,121) (304,900) -58.3 % % of Net Revenue -3.7 % 0.8 % 452.4bps -8.8 % -3.5 % 529.6bps Non-GAAP Adjusted Net (Loss)/Profit[4] (82,224) 27,538 -133.5 % (626,141) (287,507) -54.1 % % of Net Revenue -3.6 % 1.1 % 476.5bps -7.5 % -3.3 % 423.3bps Mr.
ZKH Group Limited Announces Fourth Quarter and Fiscal Year 2023 Unaudited Financial Results