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Prosus (PRX) investor relations material
Prosus Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Vision and Strategy for AI-Driven Commerce and Ecosystem Expansion
Building an AI-centric lifestyle ecosystem to power digital commerce and the everyday economy, leveraging unique data from billions of interactions across Latin America, India, and Europe.
Focus on seamless, agent-driven interfaces and loyalty programs to increase customer frequency, retention, and cross-selling.
Over 5 million partners, $115 billion in total payment volume, and $65 billion in gross merchandise value.
Commitment to open innovation, with open source tools and platforms for internal and external partners.
Large Commerce Models (LCM) and AI Technology Advancements
LCMs are proprietary AI models trained on billions of real-world commerce interactions, enabling deep personalization and intent recognition.
LCMs generate fully personalized user experiences and are more cost-effective than commercial LLMs, driving improvements in conversion rates and operational efficiency.
LCMs are deployed at scale in platforms like iFood, powering 15 million orders and 40+ use cases, and leverage 500 million daily customer engagements.
LCMs enable rapid, data-driven business decisions, reducing campaign planning from months to minutes.
Agentic Workforce and Toqan Platform
Toqan enables employees to build custom AI agents, democratizing automation and boosting productivity across 25,000+ users.
Over 40,000 agents created, with 5,000 used daily, automating workflows in compliance, HR, legal, marketing, and more, with over 1,000 FTE equivalent impact.
Agents automate complex workflows, saving significant time and enabling broader coverage.
Background tasks allow agents to proactively execute work, transforming organizational operations.
- Revenue up 26% to $3.0bn, EBIT up 5x, and Swiggy IPO drive strong growth and cash flow.PRX
H1 202511 Feb 2026 - Ecommerce revenue up 22% to $3.6bn, aEBITDA up 70%, all segments profitable.PRX
H1 202611 Feb 2026 - E-commerce profitability, 19% revenue growth, and $773m free cash flow boost drive value.PRX
H2 20243 Feb 2026 - Strong growth, higher dividends, and all resolutions passed amid active governance debate.PRX
AGM 202423 Jan 2026 - Ecommerce revenue up 21%, adjusted EBIT $443M, FCF positive, and dividend doubled.PRX
H2 20257 Jan 2026 - Strong growth, tech focus, and AI-driven investing fuel robust returns and future potential.PRX
Status Update7 Jan 2026 - Strong growth, doubled dividend, and strategic AI focus drive positive AGM outcomes.PRX
AGM 202523 Nov 2025 - Targeting >2x e-commerce revenue and >3.5x EBITDA by 2028 through AI-driven ecosystem growth.PRX
CMD 202522 Nov 2025
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