Talabat Holding Future Growth
Future criteria checks 2/6
Talabat Holding is forecast to grow earnings and revenue by 5.5% and 14.5% per annum respectively. EPS is expected to grow by 4.4% per annum. Return on equity is forecast to be 58% in 3 years.
Key information
5.5%
Earnings growth rate
4.35%
EPS growth rate
| Hospitality earnings growth | 28.6% |
| Revenue growth rate | 14.5% |
| Future return on equity | 57.99% |
| Analyst coverage | Good |
| Last updated | 20 Aug 2026 |
Recent future growth updates
Recent updates
TALABAT: Buyback And Higher 2026 Earnings Guidance Will Support Upside
Analysts have trimmed their price target for Talabat Holding slightly from AED1.83 to AED1.73, reflecting updated assumptions around higher projected revenue growth, improved profit margins, and a lower future P/E multiple. What’s in the News for Talabat Holding Talabat Holding began a share repurchase program on May 18, 2026.
TALABAT: Lower Profit Margins Will Outweigh Support From Share Buybacks
Analysts have adjusted their price target on Talabat Holding to AED0.94 from AED1.05, citing updated views on the company’s revenue growth, profit margins and future P/E assumptions. What's in the News Talabat Holding plc has commenced a share repurchase program from May 18, 2026, with approval to buy back up to 1,164,412,031 shares, equal to 10% of its issued share capital, under a mandate valid for 24 months, based on Dubai Financial Market trading rules.TALABAT: Share Buyback And Higher Earnings Guidance Will Support Upside
Analysts have trimmed their price target for Talabat Holding from AED2.15 to AED1.83, citing updated assumptions that include a slightly different discount rate and revenue growth outlook, a lower profit margin profile, and a higher future P/E expectation. What's in the News Talabat Holding commenced a share repurchase program on May 18, 2026.
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.Online Delivery Adoption And Cross Vertical Expansion Will Support Long Term Upside Potential
Catalysts About Talabat Holding Talabat Holding operates an online delivery platform focused on food, grocery and retail, supported by its own tMart dark stores and AdTech offering. What are the underlying business or industry changes driving this perspective?Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 5,902 | 467 | 527 | 695 | 9 |
| 12/31/2027 | 5,173 | 402 | 478 | 629 | 10 |
| 12/31/2026 | 4,533 | 349 | 447 | 563 | 5 |
| 6/30/2026 | 3,863 | 416 | 510 | 568 | N/A |
| 3/31/2026 | 3,703 | 438 | 619 | 673 | N/A |
| 12/31/2025 | 3,489 | 454 | 607 | 660 | N/A |
| 9/30/2025 | 3,677 | 467 | N/A | N/A | N/A |
| 12/31/2024 | 2,404 | 414 | 330 | 360 | N/A |
| 9/30/2024 | 2,004 | 385 | 428 | 449 | N/A |
| 12/31/2023 | 1,678 | 295 | 314 | 343 | N/A |
| 12/31/2022 | 1,381 | 209 | 267 | 302 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: TALABAT's forecast earnings growth (5.5% per year) is below the savings rate (15.2%).
Earnings vs Market: TALABAT's earnings (5.5% per year) are forecast to grow slower than the AE market (7.1% per year).
High Growth Earnings: TALABAT's earnings are forecast to grow, but not significantly.
Revenue vs Market: TALABAT's revenue (14.5% per year) is forecast to grow faster than the AE market (9.3% per year).
High Growth Revenue: TALABAT's revenue (14.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: TALABAT's Return on Equity is forecast to be very high in 3 years time (58%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/21 16:48 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Talabat Holding plc is covered by 15 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ali Afifi | Arqaam Capital Research Offshore S.A.L. |
| Andrew Ross | Barclays |
| Cesar Tiron | BofA Global Research |