Added to YB: 2026-08-28
Pitch date: 2026-08-25
GRAB [neutral]
Grab Holdings Limited
Author Info
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Company Info
Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$14.8B
Pitch Price
$3.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.35
P/E
31.82
EV/Sales
2.89
Sector
Ground Transportation
Category
growth
HOUSE OF : GRAB
GRAB (watchlist): Grab’s Southeast Asian super-app is gaining momentum: Q2 On-Demand GMV rose 21% to $6.46 billion, revenue grew 22% and adjusted EBITDA increased 54% to $168 million. Yet incentives climbed to 10.9% of GMV, recurring profitability and cash conversion remain limited, and the loan book nearly tripled. The key question is whether ecosystem density can lower subsidies and produce durable cash flow without excessive credit risk.
Read full article (13 min)