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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 a global AI-powered lifestyle and commerce ecosystem, leveraging unique data from billions of interactions across Latin America, India, and Europe.
Focus on embedding AI at the core of operations, aiming for a trillion-dollar scale and empowering the everyday economy.
Deep AI innovation and investment since 2018, with over 10,000 tech staff, including 1,000 in AI.
Transitioning from loyalty-based engagement to life assistance and agentic operating systems, with loyalty programs increasing customer retention and cross-selling.
Over 5 million partners, $115 billion in total payment volume, and $65 billion in gross merchandise value.
Large Commerce Models (LCM) and Technology Advancements
LCMs are proprietary large language models trained on billions of real-world commerce interactions, powering intelligence for all applications and agents.
LCMs enable deep personalization, intent recognition, predictive capabilities, and are more cost-effective than commercial LLMs.
Already deployed at scale in over 40 applications, driving significant business impact and operational efficiency.
LCMs are being rolled out across all group companies, with ecosystem-wide intelligence and further expansion planned through 2026.
LCM for ecosystems and Toqan for Partners will launch in phases through 2026, starting in Latin America and Europe.
Agentic Workforce and Toqan Platform
Toqan enables employees to build custom AI agents, democratizing automation and workflow optimization.
Over 40,000 agents created, with 5,000 used daily across operations, HR, legal, sales, and engineering, delivering over 1,000 FTE equivalent impact.
Agents automate complex tasks, saving significant time and enabling greater agility and independence.
Toqan background tasks allow agents to proactively execute work triggered by real-world events.
The platform is being extended to partners, allowing them to build and deploy their own agents.
- 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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