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Talabat Holding plc Stock Price

DFM:TALABAT Community·د.إ28.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 46 Fair Values set on narratives written by author

TALABAT Share Price Performance

د.إ1.24
-0.10 (-7.46%)
د.إ1.35
Fair Value
د.إ1.24
-0.10 (-7.46%)
8.0% undervalued intrinsic discount
د.إ1.35
Fair Value
Price د.إ1.24
AnalystConsensusTarget د.إ1.35
AnalystHighTarget د.إ2.15
AnalystLowTarget د.إ1.05

TALABAT Community Narratives

·
Fair Value د.إ1.35 8.0% undervalued intrinsic discount

Online Delivery Adoption And Cross Vertical Expansion Will Support Long Term Upside Potential

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7users have followed this narrative
·
Fair Value د.إ2.15 42.3% undervalued intrinsic discount

Expanding Multi Vertical Adoption And Rising Subscription Penetration Will Drive Strong Future Momentum

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0users have followed this narrative
·
Fair Value د.إ1.05 17.8% overvalued intrinsic discount

Product Mix Pressures And Margin Risks Will Test This Delivery Platform Yet Still Offer Upside

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1users have followed this narrative
د.إ1.05
17.8% overvalued intrinsic discount
Revenue
10.11% p.a.
Profit Margin
10.68%
Future PE
22.28x
Price in 2029
د.إ1.84
د.إ2.15
42.3% undervalued intrinsic discount
Revenue
20.32% p.a.
Profit Margin
12.86%
Future PE
28.94x
Price in 2028
د.إ3.75

Trending Discussion

Updated Narratives

TALABAT logo

TALABAT: Share Buybacks And Margin Reset Will Shape 2026 Earnings Outlook

Fair Value: د.إ1.35 8.0% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TALABAT logo

Product Mix Pressures And Margin Risks Will Test This Delivery Platform Yet Still Offer Upside

Fair Value: د.إ1.05 17.8% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TALABAT logo

Expanding Multi Vertical Adoption And Rising Subscription Penetration Will Drive Strong Future Momentum

Fair Value: د.إ2.15 42.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with acceptable track record.

1 Risk
2 Rewards

Talabat Holding plc Key Details

US$3.7b

Revenue

US$2.6b

Cost of Revenue

US$1.1b

Gross Profit

US$633.6m

Other Expenses

US$437.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.019
28.93%
11.82%
0%
View Full Analysis

About TALABAT

Founded
2004
Employees
8568
CEO
Toon Gyssels
WebsiteView website
www.corporate.talabat.com

Talabat Holding plc operates as an on-demand online food ordering, delivery, takeaway and groceries, and convenience retail marketplace in the United Arab Emirates, Kuwait, Qatar, Bahrain, Egypt, Oman, Jordan, Iraq, and internationally. The company’s online food ordering offers customers to order food from partner restaurants; and groceries, pharmacy products, food and beverages, snacks, household items, and personal care products from various local partners, including grocery stores, pharmacies, and flower shops, as well as its own warehousing and distribution centers designed for the fulfilment of online and on-demand orders of convenience products and groceries. The company also offers logistics services, retail sales through the internet, structured financing, software development, and the operation of cloud kitchens and delivery-only stores. Talabat Holding plc was founded in 2004 and is headquartered in Dubai, the United Arab Emirates. Talabat Holding plc operates as a subsidiary of Delivery Hero MENA Holding GmbH.

Recent TALABAT News & Updates

Narrative Update Jun 26

TALABAT: Share Buybacks And Margin Reset Will Shape 2026 Earnings Outlook

Analysts have revised their price target for Talabat Holding to AED 1.35 from AED 1.57, citing updated assumptions around a higher discount rate, adjusted profit margin expectations, and a different future P/E multiple. What’s in the News for Talabat Holding Talabat Holding began a share repurchase program on May 18, 2026, authorized to buy back up to 1,164,412,031 shares, equal to 10% of its issued share capital, under a mandate from the Annual General Assembly Meeting held on April 13, 2026.

Recent updates

No updates