Prosus Surges With AI Strategy; On Track To Deliver $1.1B aEBITDA Target

LayerZeroEnjoyer · 2025-12-26T05:01:43+00:00

The Dutch ecommerce giant reported a strong first-half performance, with profits rising to $5.632 billion, driven by digital transformation and AI integration. Key revenue and earnings metrics showed significant growth, supported by strategic expansion and portfolio optimization.

LayerZeroEnjoyer

2025-12-26 05:01:43

Abstract generation in progress

The Dutch lifestyle ecommerce giant announced robust first-half performance, with profit attributable to equity holders reaching $5.632 billion—a significant jump from $4.586 billion in the prior year period. This marks a turning point for the conglomerate as it accelerates its digital transformation agenda.

CEO Fabricio Bloisi underscored the company’s forward momentum, highlighting a pivotal shift: “We’re architecting the future through AI, with over 20,000 AI agents already deployed across our operations to enhance scalability and decision-making quality. Backed by our Prosus Way culture and disciplined focus on execution, we’re positioned to achieve our FY26 targets. We’re just getting started on building an AI-first ecosystem for our 2 billion customers globally.”

Financial Performance Breakdown

The numbers tell a compelling story. On a continuing operations basis, profit expanded 23% to $5.644 billion from $4.688 billion, with earnings per ordinary share jumping to 251 US cents from 190 US cents year-on-year. Core headline earnings climbed 13% to $4.0 billion, while core headline earnings per share surged 24%.

The key metric—consolidated aEBITDA—nearly doubled to $423 million from $213 million, reflecting significant operational leverage across the ecommerce division. Within ecommerce specifically, adjusted EBITDA grew 70% to $530 million as adjusted EBIT nearly doubled to $400 million.

Revenue Engine & Portfolio Momentum

Consolidated revenue expanded 22% to $3.623 billion, with ecommerce revenue from continuing operations keeping pace. The growth was powered by strong momentum from iFood’s Latin American expansion, resilient performance from OLX across Europe, and PayU’s scaling in India.

Management is confident in delivering the full-year aEBITDA guidance of $1.1 billion. Beyond current operations, the portfolio optimization strategy—which targets unlocking approximately $2 billion in value—is expected to accelerate returns for shareholders while new ventures like Just Eat Takeaway.com and La Centrale provide fresh growth vectors.

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