Reported Earnings • May 06
First quarter 2026 earnings released: EPS: US$0.033 (vs US$0.006 in 1Q 2025) First quarter 2026 results: EPS: US$0.033 (up from US$0.006 in 1Q 2025). Revenue: US$955.0m (up 24% from 1Q 2025). Net income: US$136.0m (up 467% from 1Q 2025). Profit margin: 14% (up from 3.1% in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America. Ankündigung • Apr 14
Grab Holdings Limited to Report Q1, 2026 Results on May 04, 2026 Grab Holdings Limited announced that they will report Q1, 2026 results After-Market on May 04, 2026 Ankündigung • Apr 01
WeRide And Grab Launch Singapore First Autonomous Public Ride Service In Punggol WeRide Inc. and Grab Holdings Limited commenced public operations for the Ai.R (Autonomously Intelligent Ride) service in Punggol. The Ai.R (Autonomously Intelligent Ride) service is operated by Grab Holdings Limited and features WeRide Inc.’s GXR and Robobus autonomous vehicle models. The transition to public service follows a rigorous community engagement phase. Since January 2026, more than 1,000 passengers trialled the service and provided feedback that has improved the ride experience. To date, the Ai.R fleet has safely clocked 30,000km of autonomous mileage. The development of the Ai.R service has unlocked new career paths for Grab Holdings Limited’s driver-partners, including roles such as Safety Operator and Remote Operator. During the initial phase of public rides, Safety Operators will be onboard the autonomous vehicles to help ensure a seamless journey. 14 Grab Holdings Limited driver-partners have successfully completed specialised training with WeRide Inc. and GrabAcademy to become certified Safety Operators and another batch of Grab Holdings Limited driver-partners are currently undergoing training and assessments. WeRide Inc. and GrabAcademy have also commenced Remote Operator training, where participants learn how to monitor the fleet remotely from the Ai.R Operations Command Centre. The public can register for rides on the Ai.R fleet via a dedicated reservation link on the Ai.R website. Designed in consultation with the community, the routes connect residents to key amenities and transport nodes. During the public ride phase, passengers can select their preferred routes and timings. The Ai.R fleet operates on weekdays (Monday–Friday) from 9:30 AM to 5:30 PM. Riders can choose between two full autonomous vehicle shuttle routes. A 20-minute "Mini Route" will also be offered for those looking for a shorter autonomous vehicle experience. Rides will be free till commercial service begins in mid-2026, allowing more passengers to share their feedback, as well as gathering insights into usage patterns, to help to fine-tune service and pricing standards for the introductory discounted fare. The launch of Ai.R service underscores WeRide Inc. and Grab Holdings Limited’s commitment to deploy robotaxis and autonomous shuttles in Southeast Asia. Moving from the first Milestone 1 (M1) assessment to full public operations in about seven months, the project’s momentum highlights the maturity of WeRide Inc.’s technology, Grab Holdings Limited’s operational and technical capabilities, as well as the close collaboration with the government. As active members of Singapore’s Steering Committee on Autonomous Vehicles, WeRide Inc. and Grab Holdings Limited continue to work alongside the government to ensure autonomous vehicles are safely integrated into the national transport system. Recent Insider Transactions • Mar 26
Chief Accounting Officer recently sold Mex$956k worth of stock On the 20th of March, John Pierantoni sold around 15k shares on-market at roughly Mex$64.50 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Ankündigung • Mar 23
Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million. Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million on March 23, 2026. A cash consideration of $600 million will be paid by Grab Holdings Limited. After the acquisition, Grab will have a presence across 21 cities in Taiwan. This deal combines Grab’s AI-enabled products and deep operational expertise with foodpanda’s extensive coverage across Taiwan.
J.P. Morgan SE acted as financial advisor for Delivery Hero SE (XTRA:DHER).
The transaction is subject to regulatory approvals and customary closing conditions. The transaction is expected to complete in the second half of 2026. Ankündigung • Feb 13
Grab Holdings Limited (NasdaqGS:GRAB) announces an Equity Buyback for $500 million worth of its shares. Grab Holdings Limited (NasdaqGS:GRAB) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its outstanding Class A ordinary shares. The company intends to fund the repurchases with excess cash after allocating and potentially allocating for investments to drive growth. Reported Earnings • Feb 12
Full year 2025 earnings released: EPS: US$0.065 (vs US$0.026 loss in FY 2024) Full year 2025 results: EPS: US$0.065 (up from US$0.026 loss in FY 2024). Revenue: US$3.37b (up 21% from FY 2024). Net income: US$268.0m (up US$373.0m from FY 2024). Profit margin: 8.0% (up from net loss in FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America. Ankündigung • Feb 12
Grab Holdings Limited (NasdaqGS:GRAB) entered into a definitive agreement to acquire Stash Financial, Inc. from group of shareholders for an enterprise value of $430 million. Grab Holdings Limited (NasdaqGS:GRAB) entered into a definitive agreement to acquire Stash Financial, Inc. from group of shareholders for an enterprise value of $430 million on February 11, 2026. The payment for 50.1% equity interest to be made at Closing in a combination of cash and stock, and subsequent payments will be made in cash or stock at Grab’s discretion. Stash will remain a standalone entity as part of Grab’s business.
The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the third quarter of 2026. New Risk • Jan 16
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Ankündigung • Jan 08
Grab Holdings Limited (NasdaqGS:GRAB) acquired Infermove. Grab Holdings Limited (NasdaqGS:GRAB) acquired Infermove on December 19, 2025. Following the acquisition, Infermove is set to continue its operations as an independent entity, as confirmed by Grab's CTO, Suthen Thomas. Founder of Infermove, Aaron Lu will remain at the helm, leading his team to further develop their innovative technologies.
Infermove reported revenues of CNY 10 million in 2025.
Grab Holdings Limited (NasdaqGS:GRAB) completed the acquisition of Infermove on December 19, 2025. Buy Or Sell Opportunity • Jan 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to Mex$89.99. The fair value is estimated to be Mex$113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 33% per annum over the same time period. Board Change • Jan 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Laura Franco was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Dec 16
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to Mex$90.40. The fair value is estimated to be Mex$114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 39% per annum over the same time period. Ankündigung • Dec 01
Grab Holdings Ltd Announces Board and Board Committee Changes, Effective December 1, 2025 Grab Holdings Ltd. announced updates to its board of directors. With effect from December 1, 2025, Laura Franco, former Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co., will join the Board as an independent director. Effective from the same date, Ng Shin Ein will retire from the Board. Effective from December 1, 2025, Steven Tishman, a current independent director of Grab, will serve as a member of the Audit Committee and of the Compensation Committee, and Laura Franco will serve as a member of the Nominating Committee in place of Steven Tishman. Ms. Franco served as Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co. from February 2024 to October 2025. Previously, Ms. Franco served as Chief Legal and Compliance Officer at Bumble Inc., a social networking company, from November 2020 to February 2024. Prior to that, Ms. Franco served in various positions at Paramount Global Inc. (previously ViacomCBS) (as well as CBS Corporation and Viacom Inc. prior to their merger in 2019), a media and entertainment company, since 1995, including Executive Vice President, General Counsel of the CBS business of ViacomCBS from December 2019 to November 2020 and Executive Vice President and General Counsel of CBS Corporation from March 2019 to December 2019. Prior to joining Viacom Inc. in 1995, Ms. Franco began her career at Simpson Thacher & Bartlett LLP where she practiced mergers and acquisitions and securities law. Currently, Ms. Franco serves on the board of directors of Virgin Voyages. She received her J.D. from Harvard Law School and her Bachelor of Science degree in Economics from The Wharton School of the University of Pennsylvania. New Risk • Nov 25
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 04
Third quarter 2025 earnings released: EPS: US$0.009 (vs US$0.006 in 3Q 2024) Third quarter 2025 results: EPS: US$0.009 (up from US$0.006 in 3Q 2024). Revenue: US$873.0m (up 22% from 3Q 2024). Net income: US$37.0m (up 42% from 3Q 2024). Profit margin: 4.2% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Transportation industry in South America. Ankündigung • Nov 04
Grab Holdings Limited Revises Group Earnings Guidance for Full Year 2025 Grab Holdings Limited revised group earnings guidance for full year 2025. The company now expect full-year Group revenue to come in at $3.38 to $3.40 billion from prior range of $3.33 to $3.40 billion. Ankündigung • Oct 14
Grab Holdings Limited to Report Q3, 2025 Results on Nov 03, 2025 Grab Holdings Limited announced that they will report Q3, 2025 results After-Market on Nov 03, 2025 Reported Earnings • Aug 23
Second quarter 2025 earnings released: EPS: US$0.009 (vs US$0.013 loss in 2Q 2024) Second quarter 2025 results: EPS: US$0.009 (up from US$0.013 loss in 2Q 2024). Revenue: US$819.0m (up 23% from 2Q 2024). Net income: US$35.0m (up US$88.0m from 2Q 2024). Profit margin: 4.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in South America.