Prosus NV Reports Full Year 2026 Revenue of $9.7 Billion and EBITDA of $1.3 Billion

Earnings

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Summary · why it matters

Prosus NV reported full year 2026 revenue of $9.7 billion and EBITDA of $1.3 billion, with free cash flow increasing by $2 billion over the last three years. The company disposed of $2 billion in assets, raised its dividend by 100%, and completed a $46 billion buyback. Key businesses OLX and iFood drove growth, with OLX achieving 48% profitability, while PayU showed a modest 2% profitability rate. CEO Fabricio Bloisi highlighted that AI innovation is central to strategy, with development of large language and commerce models, and the ecosystem contributed over 40% year-over-year growth in travel, classifieds, and payments. Prosus plans a $5 billion buyback in fiscal 2027 and aims to increase free cash flow and EBITDA through disciplined capital allocation.

Prosus N.V. ▲

Impact on stocks 1

Digital Finance & Tokenization▲ · 1 stocks

▲ PositiveCapitalrelevance

Reported strong revenue and EBITDA, raised dividend, completed $46B buyback, and announced $5B buyback for FY2027.

Off-coverage companies 3

iFoodPrivate▲ Positive

Demandrelevance

iFood is highlighted as a key business driving growth.

OLXPrivate▲ Positive

Demandrelevance

OLX achieved 48% profitability and is a key growth driver.

PayUPrivate± Mixed

Demandrelevance

PayU showed only 2% profitability, but is part of the ecosystem contributing to growth.