How Grab’s Upgraded Outlook And Infermove Deal At Grab Holdings (GRAB) Has Changed Its Investment Story

• Grab Holdings recently raised its FY2025 revenue guidance and Adjusted EBITDA target, announced a board refresh effective December 1, 2025, and disclosed a pre-planned share sale by its CFO Peter Henry Oey, while also acquiring Chinese robotics startup Infermove to strengthen AI-enabled automation in its delivery network.
• Together, the upgraded outlook and Infermove acquisition highlight Grab’s push to pair improving profitability with longer-term automation in food delivery and logistics.
• We’ll now explore how Grab’s Infermove acquisition and upgraded financial outlook may influence the company’s broader investment narrative and risk profile.

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Grab Holdings Investment Narrative Recap

To own Grab, you need to believe its superapp can turn rising Southeast Asian digital usage into sustainable profits, while keeping promotions and competition in check. The upgraded FY2025 revenue and Adjusted EBITDA guidance modestly supports the near term profitability catalyst, but the Infermove deal also nudges up execution and capital intensity risks around automation, which already sit alongside regulatory and macro uncertainty as key watchpoints.

Among the latest developments, the Infermove acquisition feels most directly tied to Grab’s core investment case, because it plugs into the existing catalyst of tech driven efficiency gains across delivery and logistics. If Infermove’s robotics can be integrated effectively over time, it could help support operating leverage and margins, even as Grab continues investing in affordability and customer incentives across its Mobility and Delivery segments.

Yet against this push into AI enabled automation, investors should also be aware of...

Read the full narrative on Grab Holdings (it's free!)

Grab Holdings' narrative projects $5.4 billion revenue and $802.4 million earnings by 2028. This requires 20.4% yearly revenue growth and a $691.4 million earnings increase from $111.0 million today.

Uncover how Grab Holdings' forecasts yield a $6.83 fair value, a 39% upside to its current price.

Exploring Other Perspectives

Thirty five fair value estimates from the Simply Wall St Community span roughly US$0.83 to US$10.69, showing how differently people are sizing up Grab’s upside. When you set that wide range against the catalyst of improving profitability and tech driven efficiencies, it underlines why it can help to compare several viewpoints before forming a view on the stock’s longer term potential.

Explore 35 other fair value estimates on Grab Holdings - why the stock might be worth less than half the current price!

Build Your Own Grab Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Grab Holdings research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Grab Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Grab Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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