Naspers Limited Publishes Transcript of FY2026 Half Year Results Webcast
Naspers Limited has released the transcript of its FY2026 Half Year Results webcast held on November 24, 2025. Key topics included growth in the iFood and Despegar businesses, completion of the JET transaction, and changes in the supervisory board. Management emphasized confidence in cross-platform synergies and a renewed focus on JET's growth. They also addressed market rumors about capital expenditure. The full transcript is available online.
Naspers Limited has published the transcript of its FY2026 Half Year Results webcast, held on November 24, 2025. The event featured senior management, including Fabricio Bloisi, who shared updates on the group’s performance and strategic direction. Key topics discussed included the ecosystem strategy driving growth in the iFood and Despegar businesses. Management highlighted that “not only 5% of Despegar revenue (is) coming from the iFood ecosystem, but we share the data week by week. You can see a very strong growth. I’m quite confident we’ll get to 10, 15% in the short term.” This underlines the company’s confidence in its cross-platform synergies and accelerated expansion. Another significant update was the recent completion of the JET transaction and changes in its supervisory board. “We are very, very confident,” management stated, while emphasizing a renewed focus on driving growth at JET, which “is not growing over the last few years as you know.” Management added, “My biggest priority by far is how we make sure that JET gets that growing with the best technology products in the world and really win in Europe. That’s our biggest priority by now.” The call also addressed market rumors regarding significant capital expenditure, with management clarifying, “We read all the newspapers, these rumors, we are quite much focusing in delivering right now.” The full transcript can be accessed through the link below. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Naspers Limited published the original content used to generate this news brief on November 26, 2025, and is solely responsible for the information contained therein. © Copyright 2025 - Public Technologies (PUBT) Original Document: here
