Added to YB: 2026-06-12
Pitch date: 2026-06-10
GRAB [neutral]
Grab Holdings Limited
+3.08%
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
$13.4B
Pitch Price
$3.25
Price Target
8.00 (+139%)
Dividend
N/A
EV/EBITDA
27.96
P/E
84.07
EV/Sales
2.50
Sector
Ground Transportation
Category
growth
GRAB Q1 2026 Financial Report Analysis
GRAB (earnings): Q1'26 (seasonally weakest) accelerated: on-demand GMV +24% YoY, rev +24%, MTU 51.6M (+16%). EBITDA +46% to record $154M, margin 13.7%→16.2%; GAAP op profit $22M (turned positive). TTM FCF $489M, $400M buyback. Fintech rev +43%, GLP doubled. EV/EBITDA 11.9x on $5B net cash. Foodpanda Taiwan buy at 0.33x EV/GMV. Base case $5.50-6.20. Risks: fuel crisis, credit, FV noise, regulation.
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