Delivery Hero Reports Robust Q4 Amid Business Transformation

Delivery Hero SE announced strong Q4 and FY 2025 results, highlighting a 9% year-on-year growth in Group Gross Merchandise Value (GMV) to €12.4 billion and a 23.1% surge in total segment revenue. The company achieved an adjusted EBITDA exceeding €900 million, despite significant investments in MENA and Asia. Free Cash Flow surpassed €200 million, showing resilience against economic challenges.

The company is transitioning into an 'Everyday App' by expanding its Quick Commerce segment, which saw a GMV increase of over 30%, reaching €7.5 billion. This shift aims at boosting customer engagement and supporting various daily needs. Additionally, Integrated Verticals achieved a break-even in adjusted EBITDA, marking a pivotal strategic accomplishment.

Delivery Hero's CEO, Niklas Östberg, emphasized the company's strengthened competitive position and growth in key markets like South Korea and Saudi Arabia. Looking forward, the company plans to introduce a new financial disclosure framework in 2026 for enhanced transparency.