Takealot Group Revenue Climbs as Over 30,000 SMEs Benefit from Digital Economy

South Africa’s leading e-commerce ecosystem, Takealot Group,  has reported strong growth in its half-year results for FY26 (HY2026), reinforcing its role in expanding digital economic opportunities across the country. For the six months ending 30 September 2025, the Group posted a 23% year-on-year increase in revenue and achieved a 68% reduction in EBITDA losses, bringing EBIT to –R67 million. These results reflect solid progress toward sustained profitability ahead of the Group’s full-year reporting milestone in March 2026.

Across its business units, Takealot Group recorded growth well above internal targets. Mr D, the Group’s fast-growing quick-commerce platform, achieved 12% revenue growth, 14% GMV expansion, and a 9% increase in total orders. The platform’s multi-category strategy continues to pay off, with Pick n Pay Groceries on Mr D delivering an exceptional 47% GMV increase. Restaurant partners grew by 13%, while collaborations with brands such as Frozen For You, Nespresso, and Toy Kingdom continue to strengthen its market position.

Takealot.com, South Africa’s largest online retailer, also delivered a strong performance with 20% revenue growth, 17% GMV growth, and a 29% rise in gross profit. The platform now serves over 4.8 million active shoppers and operates fulfilment centres totalling 280,000m². The Group’s Retail Media Network contributed 30% year-over-year revenue growth, underscoring the expanding value of its advertising ecosystem.

The Group’s logistics arm, Takealot Fulfilment Solutions (TFS), reported significant operational gains following its launch as an end-to-end logistics provider. TFS onboarded more than 2,500 new customers, achieved a 33% increase in units moved—exceeding 1.5 million—and delivered a 15% reduction in shipping costs year-on-year. With delivery success at 99.3% on-time performance across 97% of South African postcodes, TFS continues to expand its driver network, which has grown by 22%.

Takealot Group’s integrated ecosystem—combining takealot.com, Mr D, TakealotMORE, and TFS—is accelerating digital inclusion by connecting township and urban markets into one digital economy. This growth is translating into real economic impact: 30,000 SMEs traded on the Group’s platforms, over 18,000 marketplace sellers operated on takealot.com, more than 12,000 restaurants earned income on Mr D, and over 17,000 drivers benefited from sustainable work opportunities. The Group also recorded 9,000 active township personal shoppers through its Township Economy Initiative.

Group CEO Frederik Zietsman said the results show the power of aligning purpose with strategy and scale. He emphasized that the Group’s ecosystem approach boosts cost efficiency and increases shopping frequency across platforms, while creating nationwide economic benefits. Group CFO Tessa Ackermann highlighted that disciplined execution is translating impact into earnings, noting strong revenue growth alongside flat operating expenses. Group Head of External Affairs and Public Policy, Tshepo Marumule, underscored the Group’s commitment to building an inclusive digital economy through township logistics, SME empowerment, and skills development.

With double-digit growth across all platforms, expanding logistics capacity, and rising customer engagement, Takealot Group’s HY2026 performance marks a pivotal step toward long-term profitability and deeper participation in South Africa’s digital economy.