Grab's 2026 Margins Likely to Benefit From Foodpanda's Potential Singapore, Malaysia Exits -- Market Talk

Dow Jones

10/16

1010 GMT - Grab could benefit from Delivery Hero's Foodpanda potentially exiting Singapore and Malaysia, promoting DBS to lift its 2026 group adjusted Ebitda forecast for Grab by 11%, now 28% above market consensus. Grab's expansion in solo meal delivery and grocery services strengthens its lead in Foodpanda's core areas, notes DBS analyst Sachin Mittal, saying Foodpanda's Ebitda is unlikely to break even in the two countries. The scaling of GrabMart and dine-out offerings should further lift margins in 2026. DBS maintains a buy rating on Grab's shares, raising its target price to $7.55 from $6.35. Grab closed at $5.92 overnight. (kimberley.kao@wsj.com)

(END) Dow Jones Newswires

October 16, 2025 06:10 ET (10:10 GMT)

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(kimberley.kao@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 16, 2025 06:10 ET (10:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab's 2026 Margins Likely to Benefit From Foodpanda's Potential Singapore, Malaysia Exits -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab's 2026 Margins Likely to Benefit From Foodpanda's Potential Singapore, Malaysia Exits -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-16 18:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1010 GMT - <a href=\"https://laohu8.com/S/GRAB\">Grab</a> could benefit from Delivery Hero's Foodpanda potentially exiting Singapore and Malaysia, promoting DBS to lift its 2026 group adjusted Ebitda forecast for Grab by 11%, now 28% above market consensus. Grab's expansion in solo meal delivery and grocery services strengthens its lead in Foodpanda's core areas, notes DBS analyst Sachin Mittal, saying Foodpanda's Ebitda is unlikely to break even in the two countries. The scaling of GrabMart and dine-out offerings should further lift margins in 2026. DBS maintains a buy rating on Grab's shares, raising its target price to $7.55 from $6.35. Grab closed at $5.92 overnight. (kimberley.kao@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 16, 2025 06:10 ET (10:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823413587.USD","symbol_name":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2575720714","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575720714","pubTimestamp":1760609400,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1010 GMT - Grab could benefit from Delivery Hero's Foodpanda potentially exiting Singapore and Malaysia, promoting DBS to lift its 2026 group adjusted Ebitda forecast for Grab by 11%, now 28% above market consensus. Grab's expansion in solo meal delivery and grocery services strengthens its lead in Foodpanda's core areas, notes DBS analyst Sachin Mittal, saying Foodpanda's Ebitda is unlikely to break even in the two countries. The scaling of GrabMart and dine-out offerings should further lift margins in 2026. DBS maintains a buy rating on Grab's shares, raising its target price to $7.55 from $6.35. Grab closed at $5.92 overnight. 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Grab's expansion in solo meal delivery and grocery services strengthens its lead in Foodpanda's core areas, notes DBS analyst Sachin Mittal, saying Foodpanda's Ebitda is unlikely to break even in the two countries. The scaling of GrabMart and dine-out offerings should further lift margins in 2026. DBS maintains a buy rating on Grab's shares, raising its target price to $7.55 from $6.35. Grab closed at $5.92 overnight. (kimberley.kao@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 16, 2025 06:10 ET (10:10 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}