Prosus stock reports 57 percent revenue growth in fiscal 2026

Published on 10/05/2026 at 14:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Prosus stock delivered 84 percent adjusted EBITDA growth to USD 1.3 billion in fiscal 2026. The share buyback and a EUR 61.05 analyst target frame the valuation debate.

Isometrische Illustration eines vernetzten digitalen Portfolios mit App-Symbolen und Servern — Isometrische 3D-Grafik zeigt digitales Portfolio-Ökosystem von Prosus N.V., ISIN NL0013654783, diversifizierte Internet-Beteiligungsholding Struktur, Illustration mit AI erstellt.

Prosus (ISIN NL0013654783) was trading at EUR 34.84 on Euronext Amsterdam on October 5, 2026, at 2:01 p.m. CEST, up 0.99 percent from the prior close. The investment group enters the new quarter with fiscal 2026 revenue up 57 percent to USD 9.7 billion and adjusted EBITDA up 84 percent to USD 1.3 billion, according to Yelza.

Buyback adds a valuation lever

Prosus repurchased 2,119,814 ordinary shares between September 21 and September 25, 2026, at an average price of EUR 36.4717, for a total consideration of EUR 77,313,275.54, the company said in an update dated September 29, 2026. The figures come from Prosus.

The buyback matters because the operating improvement has not translated into a comparable share-price recovery. Prosus shares traded at EUR 34.84 on October 5, 2026, while the fiscal 2026 result showed free cash flow of USD 1.5 billion and a 40 percent increase in the dividend to EUR 0.28 per share, according to Yelza.

Platform growth meets execution risk

The portfolio delivered gains beyond the headline revenue number. OLX lifted its profit margin to 48 percent, PayU reached positive EBITDA for the first time, and iFood increased adjusted EBITDA by 56 percent to USD 400 million in fiscal 2026, Yelza reported.

The counterweight is forward execution. The same report said iFood's adjusted EBITDA could fall to USD 100 million to USD 150 million as Prosus invests in Brazil, compared with USD 400 million in fiscal 2026. That comparison puts the central question plainly: can additional spending protect long-term platform growth without eroding near-term profitability?

Analysts see a wide valuation gap

MarketScreener listed a Buy mean consensus from 18 analysts, with an average price target of EUR 61.05. At EUR 34.84, that target lies 75.2 percent above the October 5, 2026 price, while the same page recorded Jefferies cutting its target from EUR 66.50 to EUR 55.90 on September 10, 2026 and retaining its Buy rating.

The contrast between improving operating figures and cautious individual revisions gives Prosus stock its defining tension. For investors, the next proof point is whether cash generation and platform margins can keep pace with the capital required for iFood and Just Eat Takeaway.com.

Prosus stock trades at EUR 34.84

Prosus was trading at EUR 34.84 on Euronext Amsterdam on October 5, 2026, at 2:01 p.m. CEST, with a market capitalization of EUR 74.2 billion and a 52-week range of EUR 34.48 to EUR 63.94.