Consensus estimates

Last data input: Nov 28, 2025
Median / actual (USD Mn) 20242025e2026e2027e
GMV 7,42810,07611,76913,416
growth 
(y/y %)
 
23
36
18
15
Management revenue 2,9564,0014,7225,474
growth 
(y/y %)
 
32
35
20
16
revenue take rate 
(%GMV)
 
40
40
40
40
Revenue 2,8723,8544,5195,200
growth 
(y/y %)
 
32
34
18
15
margin 
(%GMV)
 
39
38
38
39
Gross profit 9151,1921,3931,603
margin 
(%GMV)
 
12.0
12.1
11.7
11.7
Adj. EBITDA 497629702794
margin 
(%GMV)
 
6.7
6.3
5.9
6.2
Net income 346473528594
margin 
(%GMV)
 
4.7
4.7
4.4
4.7
Adj. net income 393470528594
margin 
(%GMV)
 
5.3
4.7
4.5
4.8
Adj. FCF 462568577697
margin 
(%GMV)
 
6.2
5.6
5.1
5.1
Dividends 110410467531
 

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Contributors

Arqaam CapitalBank of America
Barclays CapitalCI Capital
CITIC SecuritiesCitigroup
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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