Prosus reported $7.3bn in revenue for the year ending March 2026, with headline earnings per share nearly doubling (91–100% growth) driven by stronger e-commerce performance and gains from its Tencent stake. Core EPS excluding Tencent rose 19–28%, signaling the underlying businesses — primarily iFood and OLX — are now generating real profit. CEO Fabricio Bloisi has pursued an aggressive acquisition strategy, including the €4.1bn purchase of Just Eat Takeaway and a €480m investment in French health insurer Alan, while framing AI-driven automation as a key driver of margin improvement. Prosus is positioning itself as a $100bn lifestyle e-commerce business spanning Latin America, Europe, and India, deliberately measured excluding its Tencent holding.
