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Naspers
Naspers (NPN) investor relations material
Naspers H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary24 Nov, 2025
Executive summary
Achieved 70% growth to $530 million aEBITDA, with expectations to reach $1.1–$1.2 billion profit this year, excluding Jet and La Centrale.
Consolidated revenue rose 20% year-over-year to $4.1bn, led by strong growth in iFood, OLX, and PayU.
All main businesses, including PayU, are now profitable, supporting the path to multi-billion-dollar profits.
Free cash flow improved by $399M, marking the largest ever FCF generation excluding Tencent.
Major acquisitions included Despegar, La Centrale, and Just Eat Takeaway.com (JET).
Financial highlights
Consolidated group revenue reached $3.6B in H1 FY26, up 22% from H1 FY25, with group aEBITDA increasing from $213M to $423M.
Free cash flow from total operations rose from $897M to $1.3B YoY.
Net cash position at $1.8B as of 30 September 2025, with a 7.5% loan-to-value ratio and investment grade credit ratings.
Over $40 billion in buybacks completed, generating more than $60 billion in results.
$1.2 billion in assets sold YTD, on track for at least $2 billion in asset sales this year.
Outlook and guidance
Profit guidance for the year is $1.1–$1.2 billion, with expectations to reach $2–$4 billion in EBITDA in coming years.
On track to achieve FY26 targets of $7.3B+ consolidated ecommerce revenue and $1.1B+ aEBITDA.
Ambition to more than double ecommerce revenue and aEBITDA by FY28, assuming constant currency and no major acquisitions/disposals.
Jet's guidance will be updated after a 45-day operational review; current performance is below previous expectations.
No major M&A planned in the near term; focus is on integrating recent acquisitions and driving ecosystem synergies.
Future capital allocation priorities?
AI's impact on ecosystem competitive edge?
Sustaining Ecommerce profit growth ex-Tencent?
What are the immediate priorities for JET turnaround?
How will buyback optimization impact Tencent exposure?
Detail AI's role in OLX's competitive advantage
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Next Naspers earnings date
H2 202622 Jun, 2026
Naspers
Next Naspers earnings date
H2 202622 Jun, 2026
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Frequently asked questions
Naspers Limited is a South African multinational corporation operating primarily in the internet and technology sectors. The company is a leading global consumer internet group and technology investor, focusing its operations and investments in areas such as online classifieds, payments and fintech, food delivery, and education technology. Naspers has a significant presence in various markets around the world, including Europe, India, and Brazil, through its international internet assets division. The company is headquartered in Cape Town, South Africa, and its shares are listed on the Johannesburg Stock Exchange.
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