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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Naspers
Naspers (NPN) investor relations material
Naspers Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary4 Aug, 2026
Capital allocation strategy
Focus on building and crystallizing NAV per share through active portfolio management and capital allocation decisions.
Approach includes new investments, managing the existing portfolio, re-evaluating and reshaping assets, and managing share count to enhance shareholder returns.
Capital is allocated to drive the highest risk-adjusted returns, balancing investment opportunities and share buybacks based on market conditions and NAV discount.
Portfolio performance and market environment
Valuations across tech segments have declined significantly, impacting returns, with sectors like media and food seeing drops of over 60%.
Historical capital allocation shows multiples of invested capital ranging from 1.0x to 3.4x across segments, with exited assets achieving up to 2.9x.
Exits have been affected by the environment, but significant cash inflows have been realized, especially from Tencent-related transactions.
Share buyback impact
Open-ended buyback program has increased NAV per share by 3% in five months and could reach 6.9% annualized accretion if continued.
Buybacks compound NAV per share accretion over multiple years, enhancing IRRs and increasing per share exposure to Tencent.
Buyback strategy leverages market discounts to NAV, magnifying returns for shareholders.
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Latest events from Naspers
- Ecosystem revenue rose 12% to nearly $10B, with EBITDA up 84% and all segments profitable.NPN
H2 2026 - Earnings per share are set for double-digit growth, led by Ecommerce and investment gains.NPNTrading Update
- Earnings per share expected to nearly double, led by strong Ecommerce and Tencent performance.NPNTrading Update
- Core headline earnings per share are set to rise 20.8%–27.8% on strong revenue and profitability.NPNTrading update
- Revenue up 20% to $4.1bn, aEBITDA and free cash flow surged, all businesses profitable.NPNH1 2026
- Revenue up 20%, dividend doubled, and all resolutions passed amid strong strategic execution.NPNAGM 2025
- 26% revenue growth, aEBIT turnaround, and strong cash flow driven by Ecommerce and portfolio actions.NPNH1 2025
- Strong growth, AI focus, and governance reforms drive profitability; all resolutions approved.NPNAGM 2024
- E-commerce turned profitable, revenue grew 19%, and buybacks plus AI drove strong value creation.NPNH2 2024
Next Naspers earnings date
H1 202723 Nov, 2026
Naspers
Next Naspers earnings date
H1 202723 Nov, 2026
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Frequently asked questions
Naspers Limited is a South African multinational corporation operating primarily in the internet and technology sectors. The company is a leading global consumer internet group and technology investor, focusing its operations and investments in areas such as online classifieds, payments and fintech, food delivery, and education technology. Naspers has a significant presence in various markets around the world, including Europe, India, and Brazil, through its international internet assets division. The company is headquartered in Cape Town, South Africa, and its shares are listed on the Johannesburg Stock Exchange.