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+1

Breaking down H1 earnings for Talabat, Valu, Jahez and Presight

Aug 14, 2025

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2 min read

Breaking down H1 earnings for Talabat, Valu, Jahez and Presight

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.

Jamie Lane
Jamie Lane

Results

+4

Talabat H1 revenue up 35% to $982m as GMV climbs 32% to $2.4bn

Aug 14, 2025

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3 min read

Talabat H1 revenue up 35% to $982m as GMV climbs 32% to $2.4bn

Performance was driven by demand across both Food and Grocery & Retail, reflecting accelerated customer acquisition and higher order frequency.

Jamie Lane
Jamie Lane

Results

+3

Valu H1 revenue up 94% to EGP 2.6bn; net profit rises 64% to EGP 341m

Aug 14, 2025

•

3 min read

Valu H1 revenue up 94% to EGP 2.6bn; net profit rises 64% to EGP 341m

The Egyptian fintech's Prepaid Card showed “more than 2x” growth in top-ups and spend, and a 3.3x jump in spending transactions versus Q2 2024, as the card evolves into an everyday payment tool.

Jamie Lane
Jamie Lane

Results

+3

Presight H1 revenue up 80% to AED 1.09bn as international mix rises; backlog reaches AED 3.7bn

Aug 14, 2025

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2 min read

Presight H1 revenue up 80% to AED 1.09bn as international mix rises; backlog reaches AED 3.7bn

Domestic momentum included new contracts with the UAE National Media Office and UAE Media Council, plus a cooperation agreement with Abu Dhabi Department of Energy to develop AD.WE, an AI-powered energy and water management platform.

Jamie Lane
Jamie Lane

Results

+3

Yalla Q2 revenue up 4.1% to $84.6M, adjusted net income hits $39.4M as MAUs climb 8.8%

Aug 14, 2025

•

2 min read

Yalla Q2 revenue up 4.1% to $84.6M, adjusted net income hits $39.4M as MAUs climb 8.8%

On valuation, the stock is trading around 10x next-twelve-month earnings, up from roughly 9x last quarter.

Jamie Lane
Jamie Lane

Results

+3

Jahez H1 profit up 38% to SAR 58.9M, Q2 earnings dip on softer margins

Aug 10, 2025

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3 min read

Jahez H1 profit up 38% to SAR 58.9M, Q2 earnings dip on softer margins

Revenue grew 7% to SAR 1.09 billion, driven by higher total orders, improved average order value, stronger take rates, and sharp growth in advertising and other revenue streams.

Jamie Lane
Jamie Lane

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