Added to YB: 2026-05-08
Pitch date: 2026-05-06
GRAB [neutral]
Grab Holdings Limited
-0.79%
current return
Author Info
No bio for this author
Company Info
Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$15.1B
Pitch Price
$3.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.25
P/E
94.62
EV/Sales
2.97
Sector
Ground Transportation
Category
growth
Grab Q1 2026: Dealing with Iran War Oil Shock!
GRAB (earnings): Q1 rev $955M (+24% YoY, beat $938M est), fastest growth in 9 qtrs. ADJ EBITDA $154M (+46% YoY, beat $142M est), 16.2% margin vs 13.7%. ADJ FCF turned positive $98M vs -$101M. GMV +24% to $6.1B, users +16% to 51.6M. Risks: Iran war fuel shock drove incentives to peak $650M, Indonesia cut 2-wheel take-rate from 20% to 8% (6% of mobility GMV). Fintech grew 43% but slow vs TAM. Maintained FY26 guide: $4.04-4.10B rev, $700-720M EBITDA.
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