Consensus estimates

Last data input: Apr 27, 2026
Median / actual (USD Mn) 20242025e2026e2027e
GMV 7,42810,02811,53212,927
growth 
(y/y %)
 
23
35
14
12
Management revenue 2,9563,9564,6855,465
growth 
(y/y %)
 
32
34
19
16
revenue take rate 
(%GMV)
 
40
40
40
41
Revenue 2,8723,8514,4085,045
growth 
(y/y %)
 
32
34
14
15
margin 
(%GMV)
 
39
39
39
39
Gross profit 9151,1691,1991,340
margin 
(%GMV)
 
12.0
11.8
10.6
10.7
Adj. EBITDA 497620538630
margin 
(%GMV)
 
6.7
6.2
4.7
4.8
Net income 346468332396
margin 
(%GMV)
 
4.7
4.7
3.1
3.1
Adj. net income 393460335409
margin 
(%GMV)
 
5.3
4.6
2.9
3.1
Adj. FCF 462555392469
margin 
(%GMV)
 
6.2
5.5
3.7
3.8
Dividends 110421320367
 

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Contributors

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

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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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