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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 and revenue growth in H1 2025, with orders up 8% and adjusted EBITDA up 46% to £96 million, marking a third consecutive half of positive free cash flow.
Growth accelerated in Q2, with GTV up 10% and orders up 8%, driven by improved retention, frequency, and strong execution across key verticals.
Restaurant vertical growth accelerated, grocery reached 18% of group GTV, and retail continued to scale.
Consumer engagement metrics, including order frequency and retention, showed sustained improvement across all cohorts.
DoorDash acquisition progressing as planned, with shareholder approval and regulatory review ongoing; completion expected in Q4 2025.
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), with margin rising to 2.5% of GTV (up 60 bps), and free cash flow of £46m.
Net cash position of £624m at period end after £90m in share buybacks.
Revenue take rate declined 20 bps to 27.6% of GTV, and gross profit margin to 10.4% of GTV, reflecting mix shift and digital services tax.
Marketing and overheads as % of GTV improved by 80 bps, with spend down 14% 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 £170–190 million, reflecting strong H1 and H2 investment weighting.
Medium-term targets: mid-teens percentage GTV growth per annum and adjusted EBITDA margin of 4%+ from 2026.
Investments in restaurant growth initiatives weighted to H2, affecting EBITDA shape.
DoorDash transaction expected to complete in Q4 2025, pending regulatory approval.
Assess impact of QSR/grocery mix on take rate.
Elaborate on the nature of H2 investments.
How will DoorDash partnership affect stakeholders?
CVP elements driving UK market share gains
DoorDash partnership: Areas of potential acceleration
ML/GenAI contribution to sustainable delivery edge
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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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