Super loads city expansion to 14 by June 2026
Management reiterated visibility of expanding super loads to 14 cities by June 2026, up from 9 currently.
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What management said would happen.
expansion
Core business operating leverage to sustain
Management expects core business incremental EBITDA margins to remain high, funding growth investments.
Super loads mature cohorts break even in 3-4 months
Mature super loads cohorts break even within 3-4 months; 6-9 month cohorts deliver 30-40% EBITDA margins.