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Talabat
Talabat (TALABAT) investor relations material
Talabat Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
Achieved 21% year-over-year GMV growth and 26% revenue growth in Q4 2025, with full-year GMV up 28% to $9.5bn and revenue up 33% to $3.92bn, meeting or exceeding guidance.
Adjusted EBITDA reached $156 million (6.3% of GMV) in Q4 and $615 million (6.5% of GMV) for the year; net income was $123 million in Q4 and $464 million for the year.
Total dividends for FY 2025 were $421 million, representing 90% of reported net income, with a final dividend of $219 million subject to approval.
Expanded customer base by 1.2 million (+19% y/y), with high-value and multi-vertical customers driving retention and engagement.
Strategic focus for 2026 includes grocery acceleration, new ventures, Talabat Pro subscription, AI-driven personalization, and cultural revitalization.
Financial highlights
Q4 2025 GMV reached $2.5bn, management revenue $1.0bn, adjusted EBITDA $156mn (6.3% of GMV), and net income $123mn (5.0% of GMV).
Full-year 2025 GMV was $9.5bn (+28% y/y), management revenue $3.92bn (+33% y/y), adjusted EBITDA $615mn (6.5% of GMV), and net income $464mn (4.9% of GMV).
Talabat Mart now makes up 15% of GMV and 33% of total revenue, up from 12% and 28% respectively.
Adjusted free cash flow for FY 2025 was $559mn (5.9% of GMV), up 21% y/y.
Net income for the quarter was 11% lower year-over-year due to non-recurring items, but up 34% for the full year.
Outlook and guidance
2026 guidance: GMV growth of 11%-14%, IFRS revenue growth of 14%-17%, adjusted EBITDA of $510-$540 million, net income of $280-$310 million, and free cash flow of $370-$400 million.
Guidance includes InstaShop and factors in macroeconomic headwinds, competitive intensity, and investment cycle impacts.
Strategic investments of over $100mn planned for 2026, including $45mn capex for Talabat Mart and enhancements to the subscription program.
Dividends for 2026 expected at 90% of net income, subject to board and shareholder approval.
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Next Talabat earnings date
Q1 202611 May, 2026
Talabat
Next Talabat earnings date
Q1 202611 May, 2026
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