Takealot Group says FY26 half-year revenue rose 23% and EBIT losses narrowed to R67m, driven by takealot.com, Mr D, ads, and logistics.
Takealot Group published its FY26 half-year results and said revenue rose 23% in the period ended 30 September 2025. The company also reported a 68% reduction in EBIT losses to -R67 million. EBIT is earnings before interest and taxes, a common way to track operating performance.
In quick commerce, Mr D reported 12% revenue growth and 14% GMV growth. GMV means gross merchandise value, the total value of orders processed on a platform, like a till total across all checkouts. Orders grew 9% and the company said it expanded across food, grocery, and retail categories.
Takealot highlighted Pick n Pay Groceries on Mr D, which it said delivered over 47% year-on-year GMV growth. It also reported a 13% increase in restaurants on the platform. The group said it opened new stores for TakealotNOW, its on-demand retail service.
On takealot.com, the group reported 20% revenue growth, 17% GMV growth, and 29% growth in gross profit. It said the marketplace has over 4.8 million active shoppers and fulfilment centres spanning 280,000 square metres. Takealot Group Advertising, its retail media business, reported 30% year-on-year revenue growth.
The group also pointed to Takealot Fulfilment Solutions (TFS), a newly formed end-to-end logistics platform. It said TFS onboarded over 2,500 new customers, moved over 1.5 million units, and reduced shipping costs by 15% year over year, while maintaining 99.3% on-time delivery for Takealot.com.
Takealot Group’s results matter because scale and logistics efficiency often decide whether e-commerce businesses can reach consistent profits. The company says operating expenses stayed broadly flat while revenue grew, which is a key signal for margin improvement.
The numbers also show how demand is spreading beyond general merchandise into faster delivery categories like food and groceries. That mix can increase purchase frequency, but it also requires tighter fulfilment operations and more reliable last-mile delivery.
Takealot also linked performance to ecosystem participation. It said 30,000 SMEs traded across takealot.com and Mr D, with over 18,000 marketplace sellers, over 12,000 restaurants, and more than 17,000 drivers earning income through the group’s platforms.
Primary Source: Takealot Group
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