Prosus Earnings Surge, AI Push, and New Buyback Drive Upside
Full-year earnings jump 84% Prosus reported an 84% rise in adjusted core profit to $1.3 billion, with revenue up 57% to $9.7 billion. All regions turned profitable for the first time, and record free cash flow of $1.5 billion supports higher dividends and buybacks. This directly boosts investor confidence and the stock price.
This is the core financial result that shows the company's profitability is accelerating, a key driver for the stock.
AI platform ToqanClaw launched Prosus introduced ToqanClaw, an AI tool that lets its 5 million partners build apps and automations by conversation. Early users saw big gains, like 40% revenue growth and 25% more deliveries. This shows Prosus is embedding AI across its businesses, which could drive future growth and efficiency.
It highlights a new technology initiative that could improve margins and competitiveness, a forward-looking driver.
Just Eat turnaround and iFood growth Just Eat Takeaway, acquired last year, contributed $1.9 billion in revenue and $83 million in adjusted EBITDA. A pilot showed order growth up to 25%. Meanwhile, iFood's adjusted EBITDA jumped 178% to $400 million. These operational improvements signal successful integration and stronger food delivery profits.
It shows the acquired Just Eat business is recovering and iFood is booming, directly lifting group earnings.
New $5 billion buyback and higher dividend Prosus completed a $46 billion buyback and announced a new $5 billion buyback for fiscal 2027. It also raised the dividend by 40% to 28 euro cents per share. These moves return cash to shareholders, supporting the stock price by reducing shares outstanding and signaling confidence.
Buybacks and dividends are direct capital returns that often lift a stock's price by increasing per-share value.