Nio’s loss widens while vehicle sales climb 46%

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China-based electric-vehicle maker Nio reported a widening third-quarter loss Tuesday, even as revenue and deliveries surged.

Nio said it lost 4.56 billion Chinese renminbi, wider than the 4.11 billion renminbi it lost in the year-earlier quarter, while revenue more than doubled to 19.07 billion renminbi as vehicle sales rose 46%.

On an adjusted basis, the EV maker, which focuses on higher-end models, said it lost 2.28 renminbi per share, or 31 U.S. cents per share.

Analysts polled by Visible Alpha expected a loss of 2.49 renminbi on revenue of 19.3 billion renminbi.

The company’s vehicle margin was 11%, versus 16.4% in the year-earlier quarter.

Nio shares
NIO,
+3.21%
rose 3% in early trade, though the stock has dropped 23% this year.

“Nio’s profitability is one of the biggest concerns among investors right now,” said Rosalie Chen, an analyst at the research service Third Bridge.

On a conference call, company executives said 50% of sales volume is in just three areas — Jiangsu, Zhejiang and Shanghai — which they said shows that its products are well-recognized in competitive markets, but also the need to enhance brand awareness elsewhere, according to a FactSet transcript.

They also noted aggressive pricing by competitors such as BMW
BMW,
+1.56%
and Mercedes
MBG,
+1.54%,
but that Nio doesn’t want to boost volumes at the expense of margins.

Nio is expecting revenue to rise between 0.1% and 4% in the fourth quarter, on a deliveries increase between 17.3% and 22.3%.

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