Added to YB: 2026-07-29
Pitch date: 2026-05-23
TALABAT.AE [bullish]
Talabat Holding plc
Author Info
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Company Info
Talabat Holding plc operates as an on-demand online food ordering, delivery, takeaway and groceries, and convenience retail marketplace in the United Arab Emirates, Kuwait, Qatar, Bahrain, Egypt, Oman, Jordan, Iraq, and internationally.
Market Cap
AED 7.0B
Pitch Price
N/A
Price Target
1.23
Dividend
6.01%
EV/EBITDA
11.61
P/E
15.18
EV/Sales
1.70
Sector
Hotels, Restaurants and Leisure
Category
value
TALABAT HOLDING PL - $TALABAT.AE
TALABAT.AE: MidEast food delivery leader at 9.1x 2026/7.8x 2027 EBITDA vs DoorDash 18x, Zomato 34x. Net cash $860mm, no debt, 5.8% div yield, buying back 1/3 of float. Sandbagged guidance likely raised at 2Q; regulation curbing Keeta. 5.2% FCF yield. Targets 12x '27 EBITDA (25%+ re-rate), fair value 16-18x.
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