Talabat Holding plc

DFM:TALABAT Stock Report

Market Cap: د.إ28.6b

Talabat Holding Past Earnings Performance

Past criteria checks 3/6

Talabat Holding has been growing earnings at an average annual rate of 20.5%, while the Hospitality industry saw earnings growing at 38.4% annually. Revenues have been growing at an average rate of 31.2% per year. Talabat Holding's return on equity is 56.5%, and it has net margins of 11.8%.

Key information

20.51%

Earnings growth rate

-7.60%

EPS growth rate

Hospitality Industry Growth7.09%
Revenue growth rate31.16%
Return on equity56.47%
Net Margin11.82%
Last Earnings Update31 Mar 2026

Recent past performance updates

Recent 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.
New Narrative Jan 23

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?

Revenue & Expenses Breakdown

How Talabat Holding makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

DFM:TALABAT Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 263,7034384560
31 Dec 253,4894544350
30 Sep 253,6774674410
31 Dec 242,4044143080
30 Sep 242,0043852830
31 Dec 231,6782952730
31 Dec 221,3812092840

Quality Earnings: TALABAT has high quality earnings.

Growing Profit Margin: TALABAT's current net profit margins (11.8%) are lower than last year (15.3%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: TALABAT's earnings have grown significantly by 20.5% per year over the past 5 years.

Accelerating Growth: TALABAT's earnings growth over the past year (1.4%) is below its 5-year average (20.5% per year).

Earnings vs Industry: TALABAT earnings growth over the past year (1.4%) did not outperform the Hospitality industry 12.6%.


Return on Equity

High ROE: TALABAT's Return on Equity (56.5%) is considered outstanding.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/30 17:22
End of Day Share Price 2026/06/30 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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.

AnalystInstitution
Ali AfifiArqaam Capital Research Offshore S.A.L.
Andrew RossBarclays
Cesar TironBofA Global Research