Naspers Limited ( (NPSNY) ) has released its Q2 earnings. Here is a breakdown of the information Naspers Limited presented to its investors.
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Naspers Limited is a global technology group with a diverse portfolio of businesses and investments in growth markets worldwide, primarily focusing on ecommerce and technology-driven solutions. In its latest earnings report for the six months ending September 2025, Naspers reported a robust financial performance with significant growth in revenue and profitability across its ecommerce segments. The company’s consolidated revenue increased by 20% to US$4.1 billion, driven by strong growth from iFood in Latin America, OLX in Europe, and PayU in India. Ecommerce aEBITDA grew by 71% to US$557 million, and core headline earnings rose by 13% to US$1.7 billion, reflecting the success of its strategic initiatives and share-repurchase program.
Key highlights from the report include a 96% increase in group consolidated aEBITDA to US$433 million and a 22% rise in earnings from continuing operations to US$2.4 billion. Naspers’ free cash flow improved significantly, reaching US$1.3 billion, excluding the Tencent dividend. The company also made strategic acquisitions, such as Despegar and Just Eat Takeaway.com, to bolster its regional ecommerce ecosystems. In Latin America, iFood expanded its ecosystem and increased revenue by 35%, while in Europe, OLX and other businesses demonstrated strong growth and operational efficiency.
In India, PayU continued to expand its offerings and improve profitability, with a 20% increase in revenue and a shift towards higher-margin services. The company also highlighted its commitment to AI-driven innovation and the development of regional lifestyle ecommerce ecosystems. Naspers’ strategic focus on integrating its acquisitions and enhancing customer experiences is expected to drive further growth and profitability.
Looking ahead, Naspers remains optimistic about its growth prospects, aiming to double its ecommerce revenue and triple its ecommerce aEBITDA at a Prosus level over the next three years. The company is committed to leveraging AI-powered innovation and strategic investments to enhance its regional ecosystems and deliver long-term value for shareholders.