GRAB Research | Milton Maxwell

GRAB

Grab Holdings Limited

4.9500

-0.0700-1.39%

Dec 16, 4:00:01 PM EST

Upcoming Earnings

Report date

≈ -/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Q&A reaffirms; clarifies Indonesia risks

2/10/26Feb 10, 2026

Q&A largely reaffirmed prepared remarks on growth and 3-year guidance, all organic with no major walk-backs. Management clarified no Indonesian commission cap proposal despite media speculation, while noting On-Demand GMV grew in line with group and Superbank IPO soared to $1.8B market cap. Stash acquisition emerged already EBITDA- and FCF-positive, targeting $60M EBITDA by 2028 to fill wealth management gap. AV shuttle Ai.R covered 25,000 km incident-free in Singapore. New products fueled 46% YoY Deliveries GMV growth. Grocery GrabMart expands 1.7x faster than food. Q&A stayed tightly scripted.

Key Stats

Market Cap

20.23B

P/E (TTM)

247.50

Basic EPS (TTM)

0.02

Dividend Yield

About

Grab Holdings Limited engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam. It operates through four segments: Deliveries, Mobility, Financial services, and Others. The company offers its Grab ecosystem, a single platform with superapps for driver- and merchant-partners and consumers, that allows access to mobility, delivery, and digital financial services. It also provides digital banking services. Grab Holdings Limited was founded in 2012 and is headquartered in Singapore.

CEO

Mr. Ping Yeow Tan

IPO

12/1/2020

Website

https://www.grab.com/sg

Employees

11,267

Sector

Technology

Industry

Software - Application