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Deliveroo (ROO) investor relations material
Deliveroo H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary7 Aug, 2025
Executive summary
Achieved 9% year-on-year GTV growth and 46% increase in adjusted EBITDA to £96m, with positive free cash flow for the third consecutive half and orders up 8%.
Growth accelerated to 10% in Q2, driven by improved retention, frequency, and consumer engagement.
Restaurant and grocery verticals accelerated, with grocery now 18% of group GTV; retail and advertising businesses continued to scale.
Shareholders approved the DoorDash acquisition, with completion expected in Q4 2025 pending regulatory approval.
Operations in Hong Kong discontinued in March 2025; all results presented on a continuing operations basis.
Financial highlights
H1 2025 GTV reached £3,789m (+9% YoY), revenue £1,047m (+8% YoY), and gross profit £394m (+7% YoY).
Adjusted EBITDA was £96m (+46% YoY), margin expanded to 2.5% of GTV (up 60bps), and free cash flow was £46m.
Net cash at £624m after £90m in share buybacks; no debt outstanding.
Gross margin dropped 20bps to 10.4% due to take rate dilution and digital services tax.
Marketing and overheads as % of GTV improved by 80bps, with spend down year-on-year.
Outlook and guidance
Full-year 2025 GTV growth expected at the top end of high single digits in constant currency.
Adjusted EBITDA guidance narrowed to the upper half of £170m–£190m, with H2 investments weighted toward restaurant growth.
Medium-term targets: mid-teens percentage GTV growth per annum and adjusted EBITDA margin of 4%+ from 2026.
Assess impact of QSR/grocery mix on take rate.
Elaborate on the nature of H2 investments.
How will DoorDash partnership affect stakeholders?
How did auto order acceptance reduce order defects?
How will UAE differ from Hong Kong market?
Assess sustainability of UK order growth.
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H2 202512 Mar, 2026
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Frequently asked questions
Deliveroo plc operates an online food delivery platform. It enables customers to get access to a range of meals, which are delivered by the company's riders at a convenient time and location desired by the customers. The company serves restaurants, as well as famous local eateries. The company offers their selection of restaurants to customers through its website or mobile applications. The company generate revenue by charging restaurants a service fee per order, based on various factors such as restaurants' selected subscription tier and other non-order related services.
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