AIBRIEF
International gross transaction value jumped 61% in Q2 while China ride hailing GTV rose 9.5%, as DiDi's 99 platform, its Brazilian ride and delivery unit, passed 60 million users and 99 Food hit 100 cities.
DiDi's Q2 2026 numbers, drawn from the company's earnings release, lay out a sharp split: China ride-hailing gross transaction value rose 9.5% year-over-year to 90.4 billion yuan (about $12.6 billion at mid-2026 rates), while international GTV jumped 61%. Orders followed the same pattern: China up 8.1% to 3.648 billion, international up 29% to 1.403 billion, daily international volume clearing 15 million (Lei Phone).
The shift is most visible in Brazil, where DiDi's 99 platform now serves more than 60 million users, roughly one in four Brazilians, the company said. A year after launch, 99 Food has hit 100 cities. Sixty-one percent of its food users previously used 99 ride-hailing or 99's digital bank; 39% are net new to the platform. That mix is the cross-sell flywheel DiDi has been chasing. The company added 99 Compras, an instant-commerce service, in São Paulo in late July with 3,000-plus merchants including Carrefour (Sina Finance).
The core platform still grew faster: orders up 13.2% to 5.052 billion, GTV 22.2% to 133.9 billion yuan (about $18.7 billion). DiDi's charging network led China's public-charging market in April and May, covering 290-plus cities and 74,000-plus stations (163.com).
Whether international momentum, propped up last quarter by the Mexico World Cup (100 million ride orders, 15.3 million delivery orders), holds as event traffic fades is the next test. The numbers, all company-reported and not independently audited, point to a company whose center of gravity has crossed an ocean.