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  • UAE Flag
    FIRST LOOK NOTES
    18 Aug 2026
    Talabat Holding PLC
    BUY
    AED 1.19
    AED 1.45
    +21.85%

    UAE Equity Research - Talabat Holding PLC 2Q26 - First Look Note

    Talabat’s GMV (including Instashop) grew 11.4% YOY to USD 2,916 Mn in 2Q26. Investment programme on track, with USD 58 Mn deployed in 1H26 out of the USD 120 Mn planned capex and operating investments, comprising c. USD 75 Mn in opex for distribution centres and dark stores and c. USD 45 Mn in capex.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    13 Aug 2026
    Talabat Holding PLC
    BUY
    AED 1.10
    AED 1.30
    +18.18%

    UAE Equity Research - Talabat Holding PLC 2Q26 - Earnings Call Insight

    TALABAT’s Gross Merchandise Value (GMV), including Instashop, grew 11.4% YOY to USD 2,916 Mn in 2Q26, driven by an increase in the customer base and sustained ordering activity, supported by higher multi-vertical engagement and stronger Talabat Pro adoption.
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  • UAE Flag
    FIRST LOOK NOTES
    18 Feb 2026
    Talabat Holding PLC
    BUY
    AED 0.79
    AED 1.30
    +64.56%

    UAE Equity Research - Talabat Holding PLC 4Q25 - First Look Note

    Talabat’s GMV (excluding Instashop) grew 21.1% YOY to USD 2,476 Mn in 4Q25. Capex and operating investments for 2026 are expected to total USD 120 Mn, with c. USD 75 Mn allocated to opex, for distribution centers and dark stores, and c. USD 45 Mn for capital expenditures.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    16 Feb 2026
    Talabat Holding PLC
    BUY
    AED 0.80
    AED 1.30
    +62.50%

    UAE Equity Research - Talabat Holding PLC 4Q25 - Earnings Call Insight

    Talabat’s Gross Merchandise Value (GMV) excluding Instashop grew strongly from USD 2,044 Mn in 4Q24 to USD 2,476 Mn in 4Q25. This increase was mainly driven by double-digit growth in both the Food vertical and Grocery & Retail verticals, with the higher double-digit growth in the non-GCC region compared to the GCC region growth.
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  • UAE Flag
    FIRST LOOK NOTES
    12 Nov 2025
    Talabat Holding PLC
    BUY
    AED 0.87
    AED 1.80
    +106.19%

    UAE Equity Research - Talabat Holding PLC 3Q25 - First Look Note

    GMV grew 25.6% YOY to USD 2.4 Bn (Talabat only), supported by strong growth across both GCC and non-GCC markets, and across Food and Grocery & Retail verticals.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    11 Nov 2025
    Talabat Holding PLC
    BUY
    AED 0.90
    AED 1.80
    +99.56%

    UAE Equity Research - Talabat Holding PLC 3Q25 - Earnings Call Insight

    Talabat’s Gross Merchandise Value (GMV) excluding Instashop grew strongly from USD 1,929 Mn in 3Q24 to USD 2,422 Mn in 3Q25. This increase was mainly driven by double-digit growth in the core GCC markets and food verticals, strong performance in non-GCC markets, increased customer acquisition, and higher order frequency.
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  • UAE Flag
    FIRST LOOK NOTES
    14 Aug 2025
    Talabat Holding PLC
    BUY
    AED 1.21
    AED 2.00
    +65.29%

    UAE Equity Research - Talabat Holding PLC 2Q25 - First Look Note

    Talabat’s GMV (excluding InstaMart) grew 31.7% YOY to USD 2,439 Mn in 2Q25 compared to USD 1,852 Mn in 2Q24. Talabat generated USD 190 Mn in adjusted free cash flow (pro forma Talabat only) in 2Q25, compared to USD 129 Mn in 2Q24. The Company revised its 2025 guidance, now expecting GMV growth of 27-29% and management revenue growth of 29-32%.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    13 Aug 2025
    Talabat Holding PLC
    BUY
    AED 1.28
    AED 2.00
    +56.25%

    UAE Equity Research - Talabat Holding PLC 2Q25 - Earnings Call Insight

    Talabat’s Gross Merchandise Value (GMV) excluding Instamart grew strongly from USD 1,852 Mn in 2Q24 to USD 2,439 Mn in 2Q25. This increase was mainly driven by double-digit growth in the core GCC markets and food verticals, strong performance in non-GCC markets, increased customer acquisition, and higher order frequency.
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  • UAE Flag
    FIRST LOOK NOTES
    15 May 2025
    Talabat Holding PLC
    BUY
    AED 1.52
    AED 2.00
    +31.58%

    UAE Equity Research - Talabat Holding PLC 1Q25 - First Look Note

    The Company maintains debt-free balance sheet with healthy cash balance of USD 507 Mn as of 1Q25, providing financial support for future organic and inorganic growth.
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