Earnings Data
Report Date
Nov 30, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
2.99Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented pronounced operational and financial progress: strong group revenue (~EUR 10bn), large EBITDA improvement (+84% to EUR 1.3bn), free cash flow recovery (+EUR 2bn over two years), rapid growth across adjacencies (grocery, pharmacy, fintech, ads) and meaningful AI/technology-driven efficiencies (LCM, ToqanClaw, Zapia). At the same time, management flagged near-term profitability pressure as they intentionally reinvest to capture long-term opportunity (FY2027 EBITDA expected roughly flat), and intense competition in Brazil has driven up costs and required higher subsidies. Recovery and scale plans for Just Eat are underway but not yet complete. Overall, the positives in growth, margin recovery, ecosystem monetization, and tech advantage outweigh the near-term drag from competitive intensity and investment-led margin pressure.Company Guidance
Strong Revenue and Growth Guidance
Group revenue reached almost EUR 10 billion for FY2026 with management guiding to above EUR 13 billion next year (implying significant year-over-year growth).
Significant EBITDA Improvement
Group EBITDA was EUR 1.3 billion, an increase of 84% year-over-year.
Free Cash Flow Recovery
Free cash flow improved by EUR 2 billion over two years, from EUR -0.5 billion to EUR +1.5 billion.
Ecosystem Revenue Scale and Rapid Growth
Prosus Latin American ecosystem generated about $1.5 billion in revenue and is growing >40% year-over-year; ecosystem now accounts for >50% of revenue (pure food delivery ~45%, fintech 17%, travel 29%, other marketplaces 7%).
High Growth in Adjacencies (Grocery, Pharmacy, Fintech, Ads)
Grocery growing ~50% YoY (over last three years), pharmacy ~70% YoY, various fintech businesses ~100% YoY (credit for restaurants +115%, fintech infrastructure +100%, voucher +60%); Ads growing 100% YoY.
iFood Scale and Cross-Sell Impact
iFood near 200 million orders; Despegar growth accelerated after acquisition (Despegar +30% overall, +40% in Brazil) with ~21% of Brazil revenue tied to Prosus cross-sell.
AI and Tech Efficiency Gains
Built an internal Large Commerce Model (LCM) trained on ~100 million LATAM customers, claimed to operate 10–50x cheaper than buying external models; ToqanClaw launched (70,000 agents, 12,000 apps, rolled out to 4,000 employees and expanded to 5 million restaurant partners); JET’s profile identification cost is now ~90% cheaper.
Operational Savings at JET
Logistics optimization in JET delivered ~EUR 5 million/month savings (~EUR 60 million/year) in EBITDA impact within weeks.
Portfolio Profitability and Cash Returns
OLX delivered ~$480 million of EBITDA with 16% top-line growth; PayU India growing and profitable; Prosus received a $0.10 dividend for FY2027 and continues an open-ended $5 billion buyback program funded by asset sales ( ~$2 billion sold last year, ~ $1 billion sold in Q1).
Strategic AI & M&A Investment
Invested $460 million in Alan (AI-powered healthtech) and emphasized agentic AI (Zapia) integration across marketplaces — positioning for new product and monetization opportunities.
NAPRF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NAPRF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 29, 2026 | $48.59 | $51.12 | +5.21% |
Nov 24, 2025 | $66.57 | $66.58 | <+0.01% |
Jun 23, 2025 | $58.11 | $59.48 | +2.35% |
Dec 02, 2024 | $44.87 | $46.77 | +4.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Naspers Limited Class N (NAPRF) report earnings?
Naspers Limited Class N (NAPRF) is schdueled to report earning on Nov 30, 2026, Before Open (Confirmed).
What is Naspers Limited Class N (NAPRF) earnings time?
Naspers Limited Class N (NAPRF) earnings time is at Nov 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
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What is NAPRF EPS forecast?
Currently, no data Available