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Talabat (TALABAT) investor relations material
Talabat Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
Achieved strong Q2 2025 results with GMV up 33% and revenue up 36% year-over-year, driven by growth strategy and operational efficiency; InstaShop excluded from main results for comparability.
Monthly active users increased 25% year-over-year, with multi-vertical and subscription adoption rising.
Launched Talabat Pro family plan, enhancing retention and value for multi-member households.
Operations commenced on 3 September 2024, following restructuring and IPO on Dubai Financial Market.
Acquired multiple subsidiaries under common control, including Instashop Ltd, to consolidate MENA operations.
Financial highlights
Q2 2025 GMV reached $2.5B, up 33% year-over-year; revenue since inception reached $2.62B.
Adjusted EBITDA was $166M (6.8% of GMV), up 31% year-over-year; adjusted net income $116M (4.8% of GMV), up 25%.
Net profit for the period was $362.5M; basic and diluted EPS at 1.69 cents.
Adjusted free cash flow rose 47% year-over-year to $190M (7.8% of GMV); conversion rate at 115%.
Dividends of $110M for Q4 2024 paid; minimum $400M dividend guidance for FY 2025.
Outlook and guidance
FY 2025 GMV growth guidance raised to 27–29% (up to $9.6B); revenue growth guidance at 29–32%.
Adjusted EBITDA margin expected at 6.5% (up to $623M); net income margin at 5% (up to $479M).
Guidance excludes InstaShop for 2025; will be included from next year.
Restructuring and acquisitions position the group for continued MENA growth.
New tax regimes (DMTT) in 2025 may impact future effective tax rates.
How did useful life review impact intangible assets?
Explain the rationale for GCC segment aggregation.
Detail the terms of the loan from the Ultimate Parent.
How does Talabat plan to scale postpaid in Egypt?
What's driving the faster growth in G&R?
Assess sustainability of vendor-funded deals.
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