Takealot Group posted an aEBIT profit of $11 million for the 2026 fiscal year, parent company Naspers confirmed today, recovering from a $13 million loss in the previous year. The profitability surge was fueled by category mix optimization, retail media growth, and the TakealotMORE subscription program, which captured 27% of Gross Merchandise Value. South Africa's dominant online retailer defended its market share against international competitors including Amazon's localized expansion and Chinese retailers Shein and Temu, as well as local challengers Checkers Sixty60 and Makro.
Takealot Group Reports 18% Revenue Increase to $1 Billion
The group reported an 18% revenue increase (excluding M&A) to $1 billion (R16 billion) for the 2026 fiscal year. According to the Naspers financial report, the group's aEBITDA increased by 86% to $78 million, while total group GMV grew by 14% to $2 billion. The profitability drivers included category mix optimization, retail media growth from brands advertising on Takealot's platform, and the TakealotMORE subscription program. TakealotMORE captured 27% of GMV and encouraged higher shopping frequency among subscribers.
Takealot.com and Mr D Achieve Revenue Growth
Takealot.com generated $906 million in revenue, a 28% year-on-year increase, and achieved an aEBIT profit of $7 million, supported by 18% order growth. The on-demand delivery service Mr D posted an 18% revenue increase to $138 million and maintained a steady aEBIT of $4 million. Both platforms remain core revenue engines for the group.
Takealot Maintains Market Position Amid Amazon and Temu Competition
Naspers emphasized that the integration of TakealotMORE and the expansion of Takealot Fulfilment Solutions (TFS) created a competitive advantage for the business. TFS is being scaled as a standalone revenue stream, allowing external customers to leverage Takealot's logistics network across South Africa. The group faces competition from Amazon's localized launch, Temu, Shein, Checkers Sixty60, and Makro.
Naspers Outlines TFS Scaling Strategy for Fiscal Year 2027
Naspers stated that Takealot.com and Mr D generate transactional volume that provides scale, TakealotMORE deepens customer engagement, and TFS converts operational capacity into revenue to improve overall business efficiency. The company plans to monetize its infrastructure by serving third-party sellers and businesses through TFS.
FAQ
What profit did Takealot Group achieve for the 2026 fiscal year?
Takealot Group achieved an aEBIT profit of $11 million for the 2026 fiscal year, recovering from a $13 million loss in the previous year.
How much revenue did Takealot.com generate in the 2026 fiscal year?
Takealot.com generated $906 million in revenue, a 28% year-on-year increase, and achieved an aEBIT profit of $7 million.
What is Takealot's strategy for fiscal year 2027?
Naspers outlined a strategy to scale Takealot Fulfilment Solutions (TFS) as a standalone revenue stream, allowing external customers to leverage Takealot's logistics network to improve overall business efficiency.
