Added to YB: 2026-08-04
Pitch date: 2026-07-31
GRAB [neutral]
Grab Holdings Limited
+3.53%
current return
Author Info
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Company Info
Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$14.3B
Pitch Price
$3.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.93
P/E
89.99
EV/Sales
2.76
Sector
Ground Transportation
Category
growth
Singapore: Grab Holdings ($GRAB) – The Operating System for Daily Life in Southeast Asia
GRAB (overview): SE Asia superapp, 71% mobility/65% delivery share, 50M+ MAUs. First net profit $200M in 2025, 16 straight qtrs EBITDA improvement. Mobility 56% margin funds fintech (breakeven H2'26) & GrabAds ($236M ARR, 60% margin). EV/2028 FCF ~7.5x ex-cash. Risks: Indonesia commission caps, gig reclassification, dual-class governance, SPAC baggage. Targets 20% rev CAGR, EBITDA to $1.5B by 2028. 10yr scenario: 14-28% returns.
Read full article (6 min)