Takealot Group has reported a record full-year trading profit (aEBIT) of R171 million for the full year ending 31 March 2026, representing a R384,8-million turnaround from a loss of R213,8-million in the previous year.
The result was driven by an 18% rise in revenue to R17,7-billion.
In FY26, the group processed over 60-million orders across an expanded base of over 6,2-million active customers. That momentum drove over 14% growth in Gross Merchandise Value (GMV), which is the total value of all goods and services sold across the Group’s platforms, pointing to broad-based growth in customer demand.
Highlights from the Takealot Group’s core business units include:
- Takealot.com, the group’s general merchandise platform, posted strong financial performance, with 17% revenue growth and 15% GMV growth. Its Marketplace model continues to champion local retail, contributing 60% to total Takealot.com GMV and expanding to 15 000 active sellers.
- Mr D, the hyper-local on-demand platform, reported 11,5% revenue growth and 12,6% GMV growth, defending its market footprint cleanly. Grocery orders on Mr D surged by 38% YoY, fueled by high-profile anchor tenant launches including Toy Kingdom, Nespresso, Absolute Pets, and Wellness Warehouse.
- Takealot Fulfilment Solutions (TFS), positioned as the Group’s newest infrastructure business to monetise logistics for external customers, recorded 93.5% YoY revenue growth. Over 50% of the top 40 volume Marketplace Sellers now trust TFS to deliver their parcels.
- TakealotMORE, the Group’s cross-platform loyalty engine, has become a primary driver of customer frequency, now capturing over 25% of total Group’s GMV. Active membership grew by 74% YoY, resulting in a 263% surge in member orders and saving South African consumers nearly R700-million in FY26.
- Takealot Group Advertising emerged as a powerful margin generator, with Retail Media Revenue growing by over 35% YOY, driven by an 82% spike in average ad spend per advertiser.
Takealot Group CEO Frederik Zietsman comments: “Fifteen years after pioneering South African e-commerce, Takealot Group has reached a pivotal inflection point, transitioning into a highly profitable, cash-generative business with all three units profitable.
“At our core is an interdependent ecosystem leveraging world-class infrastructure to connect millions of customers, thousands of merchants, and nationwide partners. Within this synergistic platform, takealot.com delivers scale, Mr D provides on-demand convenience, TakealotMORE drives multi brand loyalty, and Takealot Fulfilment Solutions unlocks logistics for external businesses.”
Tshepo Marumule, group executive: external affairs and public policy, adds: “This milestone demonstrates what a purpose led business can achieve and proves that long term commercial viability can go hand in hand with socio-economic development.
“The digital economy is one of the most powerful tools we have for tackling South Africa’s economic challenges. By enabling over 30 000 SMEs, empowering more than 17 000 driver partners, unlocking more than 12 500+ Personal Shoppers and being deliberate in focusing on township and rural economic inclusion, we ensure our commercial growth directly translates into real economic opportunity.”