Delivery Hero Evaluates Strategic Options to Enhance Shareholder Value

Delivery Hero has outlined its strategic focus on operational and financial improvements aimed at unlocking shareholder value. Despite significant operational successes in 2025, share price performance remains disappointing. The company highlighted its shift to a "profitable growth" strategy, achieving approximately €900 million in adjusted EBITDA over the last year compared to a loss in 2021. This transformation included streamlining cost structures and strengthening their financial position.

Delivery Hero has maintained a strong market presence, generating 90% of its GMV in leader positions and expanding revenue to over €14 billion. Successful IPO for talabat demonstrated capability to monetize assets. Cost efficiencies and legal settlements have also been prioritized, enhancing financial flexibility. However, the focus remains on addressing share price valuation through continuous strategic evaluation with financial and legal advisors.

As part of this initiative, Delivery Hero is considering strategic partnerships, asset evaluations, and capital market transactions. These measures aim to bolster shareholder returns by enhancing operational and structural efficiency.