Jahez (H1 2025): Profit up 38% to SAR 58.9m, revenue growth modest, Q2 earnings dipped on softer margins and promo pressure. More here.
Presight (H1 2025): Revenue AED 1.09bn, +80% YoY, international mix higher, backlog AED 3.7bn supports visibility. More here.
Valu (H1 2025): Revenue EGP 2.6bn, +94% YoY, net profit EGP 341m, +64% YoY, demand broad across product lines. More here.
Talabat (H1 2025): Revenue $982m, +35% YoY, GMV $2.4bn, +32%, profitability remains solid at scale. More here.
Yalla Group (Q2 2025): Revenue $84.6m, +4.1% YoY, adjusted net income $39.4m with a 43.2% margin, MAUs +8.8%. More here.
What stands out: Valu and Presight lead on growth, Yalla delivers the strongest margins, Talabat shows the largest scale with healthy unit economics, Jahez stays profitable while navigating Q2 margin softness.
