Pony Ai Inc. Class A · HKEX:2026
Pony Ai Inc. Class A — Investor Presentation (May 2025)
22 slides from Pony Ai Inc. Class A's investor presentation, May 2025
Slide 1: Company Presentation
Company Presentation May 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Pony AI Inc. (the “Company”) solely for informational purposes and has not been independently verified. No representations, warranties or undertakings, express or implied, are made by the Company or any of its officers, directors, affiliates, adviser
Slide 3: Key Business Update
Key Business Update We expect to grow our Robotaxi fleet size to reach 1,000 vehicles by year-end of 2025 Scaling up Operations & Cutting-edge Technological Key Operating Performance Expanding User and Ecosystem Development Robotaxi services revenues 2,000+ square kilometers World’s First of commerc
Slide 4: Our Management Team
Our Management Team Dr. Jun PENG Dr. Tiancheng LOU Chairman of the Board, Director, Co-founder, Co-founder, Chief Executive Officer Chief Technology Officer A Thought Leader in the A Leading Expert Autonomous Driving Space with who Pioneered the Development of over 20 Years of Experience Level 4 Aut
Slide 5: Our Vision
OUR VISION We aim to mass commercialize our revolutionary autonomous driving technology to deliver safe, sustainable, and accessible mobility to people and business around the world 4
Slide 6: Pony.ai is a Leading Autonomous Driving Company
Pony.ai is a Leading Autonomous Driving Company Core Virtual Driver Technology, with Tech Stack Sharable Across Three BUs Robotruck Partnership with China’s leading truck manufacturer and China’s largest freight logistics company for Robotruck development and commercialization Robotaxi Pony Urban mo
Slide 7: Robotaxi Value Chain At-a-Glance
Robotaxi Value Chain At-a-Glance Autonomous Auto OEMs Vehicle Supply Passengers TNCs and Pony Virtual Driver Fleet Company Safe, Sustainable, and Customer Acquisition & Driving & Dispatching to Ensure Fleet Ownership & Accessible Mobility Customer Interface Great Passenger Experience Maintenance Cus
Slide 8: Cornerstones for Autonomous Driving
Cornerstones for Autonomous Driving There are Four Key Elements for a Successful Autonomous Driving Business: 1 Technology 2 Policy Support 3 Mass Production 4 Scale Operation Achieving the highest safety The ONLY company with Leading player in the world Deep knowhow in Robotaxi standard1 across Chi
Slide 9: Pony.ai Has Proven Commercial-Ready L4 Technology
Pony.ai Has Proven Commercial-Ready L4 Technology Full Driverless Technology is Proven to Operate in 24x7 and under All -weather Conditions across Complex Urban Scenarios Fully Driverless Public Operations in All Tier-1 Cities in China 7.3 million+ / 39.0 million+ Unprotected left turn in a chaotic
Slide 10: Gen 7 Robotaxi Set for Mass Production in Partnership with Toyota, BAIC and GAC
Gen 7 Robotaxi Set for Mass Production in Partnership with Toyota, BAIC and GAC Joint Venture with Toyota Collaboration with BAIC New Energy Collaboration with GAC Aion ⚫ On August 4th, 2023, Toyota, GAC Toyota ⚫ Robotaxi Vehicle Platform – ARCFOX ⚫ Integration of autonomous driving systems Motor an
Slide 11: Leading Scaled Ride-Hailing Operations with Established Fleet Management Systems
Leading Scaled Ride-Hailing Operations with Established Fleet Management Systems Operational Achievements Fleet Management Systems Fleet Retrofit & Fleet Scheduler Management System Fleet Control Center Remote Assistance System ~15 300,000+ ~70% Average daily Number of registered Repeat orders1 rece
Slide 12: Robotruck Go-to-Market Strategies
Robotruck Go-to-Market Strategies Partnership with SANY Partnership with Sinotrans Technology ⚫ China’s largest freight logistics company1 ⚫ China’s leading truck manufacturer 1 ⚫ Strategic partnership to ⚫ Entered into a strategic partnership in commercialize our hub-to-hub freight May 2022 on the
Slide 13: Robotruck Commercial Operations: ~5.7 million Regulatory Permissions
Robotruck Commercial Operations Regulatory ~5.7 million Permissions For Offering Fare-Charging Autonomous Robotruck Services in Cities Such as Driving Kilometers 1 Beijing and Tianjin Note: 1. As of Ma rch 3 1, 2 025 . 12
Slide 14: Licensing and Applications
Licensing and Applications Our L4 autonomous driving technology allows seamless adaptation across diversified products Complete Suite of Intelligent Solutions Intelligent Domain Controller Proprietary Domain Controller Our L4 autonomous driving technology enables us to deliver the most comprehensive
Slide 15: Our Global Expansion Footprint
Our Global Expansion Footprint South Korea Luxembourg JV with a Seoul-based tech Secured autonomous vehicle testing permit company, to deploy Robotaxi in from Luxembourg in partnership with Emile South Korea (began road testing in Weber, Luxembourg’s leading transport Seoul‘s Gangnam district during
Slide 16: Strong Technology Leadership Empowered by PonyWorld
Strong Technology Leadership Empowered by PonyWorld PonyWorld Enhances Reinforcement Learning with Human Feedbacks, Interaction Prompts and Comprehensive Metrics We pioneered PonyWorld, to train Reinforcement learning allows our Virtual PonyWorld generates test data autonomous driving systems by ena
Slide 17: AlphaGo to AlphaZero Lessons: Learning by Practicing in PonyWorld
AlphaGo to AlphaZero Lessons: Learning by Practicing in PonyWorld is the Keystone AlphaZero Overwhelmingly Defeated AlphaGo 100:0. Learning by watching human’s game records （棋谱） Learning by practicing in generated games （棋局） As good as top human player Outperforms human players by a wide margin • Le
Slide 18: PonyWorld — A Path to Fully Driverless Level 4 Solutions
PonyWorld — A Path to Fully Driverless Level 4 Solutions The performance ceiling of “learning by watching” is only as good as that of a human driver, remaining at least an order of magnitude less capable than the requirements for L4/Robotaxi, even with unlimited data and computing power. ADAS/L2/FSD
Slide 19: Financial Highlights
Financial Highlights
Slide 20: Robust Revenues Growth to Start the Year of 2025
Robust Revenues Growth to Start the Year of 2025 Core Robotaxi services Growth to fuel the Group’s revenues Robotaxi Services Robotruck Services Licensing and Applications Total Revenue Revenue from: Revenue from: Revenue from: ▪ (a) project-based engineering ▪ (a) paid transportation services ▪ (a)
Slide 21: Potential to Improve Overall Profitability
Potential to Improve Overall Profitability Profitability Analysis and Strategic Focus • Gross margin decrease primarily due to changes in the revenue mix with increased ADC sales for new robot delivery clients; We are actively working on initiatives to reduce gross margin variability • Operating exp
Slide 22: Ample Cash to Support Growth
Ample Cash to Support Growth Current cash reserve is sufficient to support Gen 7 supply chain preparation and future growth Cash Reserve Free Cash Flow4 (US$mm) (US$mm) 825.1 79.9 738.5 108.3 (41.1) 209.0 (54.2) 0.20 (0.1) 250.8 (41.2) 0.20 (4.8) (59.0) 536.0 379.2 4Q24 1Q25 1Q24 1Q25 Cash and Cash