Naspers Ltd (NAPRF) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello partners, welcome to our results day. I am Fabricio, I am CEO of Prozos. Today morning we released our results. I am very excited about what we are delivering and I hope you will enjoy our results call today. Today is a special call. I am not going only to show you the numbers, but we have two special guests. Last time you asked me to talk more about ecosystem and food delivery and today we have the CEO of iFood and the CEO of Just Eat here with me to tell you much more details about what's happening at process. I'm very excited about the results. I'm going to make a introduction to you about your ecosystem and hope you enjoy what we are going to see today. So to start first I'm very happy on how Prozos is delivering. We are now much more focused. We are focused in delivery, we are focused in finance, we are focused in experience and all our business are growing and doing well and I'm going to open to you today much more info about how we are operating. We are also focused in Latin America, in Europe and in India and I think with this focus, Focusing results and also our innovation capacity, we have many more years of good results to share with you. As you know, we have around 1 billion customers, we have around 5 billion partners, around 100 billion dollars that we sell, and we are going to open much more about how we operate. As you know, we got to almost $10 billion in revenue, it's going to keep growing to more than $13 billion next year. We got to $1.3 billion in EBITDA, that's 84% more than last year, what is very good in my opinion. But if some of you think this is adjusted EBITDA, how much cash you are generating, We increased our cash flow, free cash flow by 2 billion dollars in the last two years from minus 0.5, 0.6 to plus one and a half. So I'm very...