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Prosus (PRX) investor relations material
Prosus H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary24 Nov, 2025
Executive summary
Achieved up to 70% growth, with consolidated revenue rising to $3.6bn and aEBITDA up 70% to $530m, driven by strong performances in iFood, OLX, and PayU.
All major business segments are profitable, with aEBITDA margin improving by 4 percentage points and core headline EPS up 24% due to share repurchases.
Free cash flow improved by $399m YoY, marking the largest ever FCF generation excluding Tencent, and total FCF reached $1.3bn.
Ecosystem strategy is driving growth, with significant synergies and cross-sell potential across LatAm, Europe, and India.
Focus remains on disciplined execution, innovation, and building a $100 billion business outside of Tencent.
Financial highlights
Consolidated ecommerce revenue reached $3.6bn in H1 FY26, up from $3.0bn in H1 FY25, with group aEBITDA increasing from $213m to $423m.
IFRS operating profit increased to $219m from $132m YoY, and headline earnings from continuing operations reached $2.7bn.
Central cash position grew to $18.3bn as of 30 September 2025, with net cash at $1.8bn.
Asset sales reached $1.2bn, with a target of at least $2bn for the year, and over $40bn in buybacks completed.
Core headline earnings grew 13% to $4.0bn, supported by share repurchases and improved profitability.
Outlook and guidance
On track to achieve FY26 targets of $7.3–$7.5bn ecommerce revenue and $1.1–$1.2bn aEBITDA, excluding JET.
Buyback program remains open and flexible, with optimization to focus on selling non-core assets rather than Tencent.
No specific guidance for JET yet; updates expected in 45 days after operational review.
Continued focus on disciplined investment, portfolio optimization, and share buybacks.
No plans for large M&A in the near term; focus is on integrating and growing current assets.
Detail AI's impact on ecosystem profitability
Update on capital post-JET/La Centrale deals
LatAm ecosystem: key drivers for sustained growth?
How will Jet's investment efficiency improve
Which non-Tencent assets fund future buybacks?
How will AI create competitive edge in classifieds?
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H2 202622 Jun, 2026
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Frequently asked questions
Prosus N.V. operates in internet platforms and focused on classifieds, payments and fintech, food delivery, travel, education, etail health and social platforms. The company operates through the following segments: Consumer Internet; Online Classifieds; Payments & Fintech; and Ventures. The Consumer Internet segment consists of the E-commerce operations outside China, where the company is represented by Tencent Holdings Limited. The Online Classifieds segment represents the online classified operations covering property, automotive and general goods segments. The Foods Delivery segment provides food ordering services to restaurant customers via online platforms.
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