View ValuationGrab Holdings 향후 성장Future 기준 점검 4/6Grab Holdings (는) 각각 연간 23.2% 및 15.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.3% 로 예상됩니다.핵심 정보23.2%이익 성장률21.98%EPS 성장률Transportation 이익 성장29.3%매출 성장률15.7%향후 자기자본이익률11.26%애널리스트 커버리지Good마지막 업데이트08 Jul 2026최근 향후 성장 업데이트공시 • Nov 04Grab Holdings Limited Revises Group Earnings Guidance for Full Year 2025Grab 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.모든 업데이트 보기Recent updates공시 • Jul 06Grab Holdings Limited Announces Dara Khosrowshahi Steps Down from Its Board of Directors, Effective July 6, 2026Grab Holdings Limited announced that Dara Khosrowshahi has stepped down from its Board of Directors, effective July 6, 2026. Mr. Khosrowshahi joined the board of Grab's subsidiary, Grab Holdings Inc. (GHI), in 2018 upon the sale of Uber Technologies Inc. (Uber)'s Southeast Asia business to GHI in 2018 until Grab's public listing, when he started to serve on Grab's Board. Dara steps down from the Board as the Company continues with its effort to complete its proposed acquisition of foodpanda's Taiwan business. Uber's economic interest in Grab is unchanged by this Board transition. With this change, the Board comprises six directors, of whom four are independent.New Risk • Jun 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (40% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (Mex$956k sold).Reported Earnings • May 06First 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.공시 • Apr 14Grab Holdings Limited to Report Q1, 2026 Results on May 04, 2026Grab Holdings Limited announced that they will report Q1, 2026 results After-Market on May 04, 2026공시 • Apr 01WeRide And Grab Launch Singapore First Autonomous Public Ride Service In PunggolWeRide 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 26Chief Accounting Officer recently sold Mex$956k worth of stockOn 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.공시 • Mar 23Grab 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.공시 • Feb 13Grab 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 12Full 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.공시 • Feb 12Grab 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 16New major risk - Share price stabilityThe 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.공시 • Jan 08Grab 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 02Now 20% undervalued after recent price dropOver 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 02High number of new directorsThere 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 16Now 21% undervalued after recent price dropOver 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.공시 • Dec 01Grab Holdings Ltd Announces Board and Board Committee Changes, Effective December 1, 2025Grab 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 25New major risk - Share price stabilityThe 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.공시 • Nov 13+ 1 more updateGrab Holdings Limited, Annual General Meeting, Dec 05, 2025Grab Holdings Limited, Annual General Meeting, Dec 05, 2025, at 09:00 Singapore Standard Time. Location: grab`s global headquarters, 3 media close, level 2, singapore 138498, SingaporeReported Earnings • Nov 04Third 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.공시 • Nov 04Grab Holdings Limited Revises Group Earnings Guidance for Full Year 2025Grab 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.공시 • Oct 14Grab Holdings Limited to Report Q3, 2025 Results on Nov 03, 2025Grab Holdings Limited announced that they will report Q3, 2025 results After-Market on Nov 03, 2025Reported Earnings • Aug 23Second 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.이익 및 매출 성장 예측BMV:GRAB N - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,9158211,1091,1771712/31/20274,9835978359832412/31/20264,119418846760223/31/20263,552380-163-53N/A12/31/20253,370268-4479N/A9/30/20253,228122148263N/A6/30/20253,072111609727N/A3/31/20252,91723811936N/A12/31/20242,797-105739852N/A9/30/20242,686-96481573N/A6/30/20242,584-213467554N/A3/31/20242,487-294138233N/A12/31/20232,359-434-686N/A9/30/20232,208-855-1288N/A6/30/20231,976-1,091-373-288N/A3/31/20231,730-1,504-582-509N/A12/31/20221,433-1,683-872-798N/A9/30/20221,053-2,352-1,234-1,148N/A6/30/2022828-2,994-1,442-1,352N/A3/31/2022687-3,215-1,339-1,252N/A12/31/2021675-3,449-1,039-954N/A9/30/2021749-2,985-676-626N/A6/30/2021787-2,608-447-409N/A3/31/2021646-2,552-564-525N/A12/31/2020469-2,608-683-643N/A12/31/2019-845-3,747N/A-2,112N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: GRAB N 의 연간 예상 수익 증가율(23.2%)이 saving rate(9%)보다 높습니다.수익 vs 시장: GRAB N 의 연간 수익(23.2%)이 MX 시장(9.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: GRAB N 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: GRAB N 의 수익(연간 15.7%)이 MX 시장(연간 6.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: GRAB N 의 수익(연간 15.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: GRAB N의 자본 수익률은 3년 후 11.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/09 06:41종가2026/07/07 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Grab Holdings Limited는 39명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Angus MackintoshAletheia Analyst Network LimitedJiong ShaoBarclaysYanfang JiangBenchmark Company36명의 분석가 더 보기
공시 • Nov 04Grab Holdings Limited Revises Group Earnings Guidance for Full Year 2025Grab 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.
공시 • Jul 06Grab Holdings Limited Announces Dara Khosrowshahi Steps Down from Its Board of Directors, Effective July 6, 2026Grab Holdings Limited announced that Dara Khosrowshahi has stepped down from its Board of Directors, effective July 6, 2026. Mr. Khosrowshahi joined the board of Grab's subsidiary, Grab Holdings Inc. (GHI), in 2018 upon the sale of Uber Technologies Inc. (Uber)'s Southeast Asia business to GHI in 2018 until Grab's public listing, when he started to serve on Grab's Board. Dara steps down from the Board as the Company continues with its effort to complete its proposed acquisition of foodpanda's Taiwan business. Uber's economic interest in Grab is unchanged by this Board transition. With this change, the Board comprises six directors, of whom four are independent.
New Risk • Jun 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (40% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (Mex$956k sold).
Reported Earnings • May 06First 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.
공시 • Apr 14Grab Holdings Limited to Report Q1, 2026 Results on May 04, 2026Grab Holdings Limited announced that they will report Q1, 2026 results After-Market on May 04, 2026
공시 • Apr 01WeRide And Grab Launch Singapore First Autonomous Public Ride Service In PunggolWeRide 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 26Chief Accounting Officer recently sold Mex$956k worth of stockOn 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.
공시 • Mar 23Grab 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.
공시 • Feb 13Grab 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 12Full 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.
공시 • Feb 12Grab 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 16New major risk - Share price stabilityThe 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.
공시 • Jan 08Grab 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 02Now 20% undervalued after recent price dropOver 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 02High number of new directorsThere 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 16Now 21% undervalued after recent price dropOver 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.
공시 • Dec 01Grab Holdings Ltd Announces Board and Board Committee Changes, Effective December 1, 2025Grab 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 25New major risk - Share price stabilityThe 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.
공시 • Nov 13+ 1 more updateGrab Holdings Limited, Annual General Meeting, Dec 05, 2025Grab Holdings Limited, Annual General Meeting, Dec 05, 2025, at 09:00 Singapore Standard Time. Location: grab`s global headquarters, 3 media close, level 2, singapore 138498, Singapore
Reported Earnings • Nov 04Third 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.
공시 • Nov 04Grab Holdings Limited Revises Group Earnings Guidance for Full Year 2025Grab 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.
공시 • Oct 14Grab Holdings Limited to Report Q3, 2025 Results on Nov 03, 2025Grab Holdings Limited announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
Reported Earnings • Aug 23Second 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.