Consensus estimates

Last data input: Feb 19, 2026
Median / actual (USD Mn) 20242025e2026e2027e
GMV 7,42810,02811,53213,092
growth 
(y/y %)
 
23
35
15
13
Management revenue 2,9563,9564,6855,465
growth 
(y/y %)
 
32
34
19
16
revenue take rate 
(%GMV)
 
40
40
40
41
Revenue 2,8723,8514,4145,085
growth 
(y/y %)
 
32
34
15
15
margin 
(%GMV)
 
39
39
39
39
Gross profit 9151,1691,2181,382
margin 
(%GMV)
 
12.0
11.8
11.2
11.2
Adj. EBITDA 497620527607
margin 
(%GMV)
 
6.7
6.2
4.6
4.8
Net income 346468388433
margin 
(%GMV)
 
4.7
4.7
3.4
3.7
Adj. net income 393460443480
margin 
(%GMV)
 
5.3
4.6
3.8
3.7
Adj. FCF 462555489546
margin 
(%GMV)
 
6.2
5.5
4.2
4.1
Dividends 110421415458
 

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Contributors

Arqaam CapitalBank of America
Barclays CapitalCitigroup
EFG HermesGoldman Sachs
JPMorganMorgan Stanley
UBS

Disclaimer
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Talabat (hereafter referred to as "The Company") is followed by the analyst(s) listed above. Please note that any opinions, estimates or forecasts regarding The Company's performance made by these analysts are theirs alone and do not represent opinions, forecasts or predictions of The Company or its management. The Company does not by its reference above or distribution imply its endorsement of or concurrence with such information, conclusions or recommendations. Read more...
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