Business description: Delivery Hero SE

Delivery Hero SE is a Germany-based company, which is primarily engaged in the online food ordering industry. The Company operates as a provider of online food delivery services from restaurants and cafes. The Company offers pizza, burger, organic food, vegan cuisine, and Asian dishes, among others. Its portfolio of brands comprises Foodpanda, PedidosYa, Clickdelivery, Talabat, Yemeksepeti, Donesi, Hungerstation, Carriage, Otlob, Mjam and others. The Company operates globally, on the territory of more than 40 countries, comprising Europe, the Middle East, North Africa, Asia, and the Americas. The Company's services are available through Web version and mobile application.

Number of employees: 54,721

Sales by Activity: Delivery Hero SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Asia

289.73Cr 380.36Cr 372.94Cr 407.19Cr 441.77Cr

MENA (Middle East and North Africa)

156.29Cr 221.84Cr 270.08Cr 352.78Cr 403.37Cr

Europe

57Cr 98Cr 152.24Cr 189.19Cr 248.63Cr

Americas

51Cr 68Cr 65Cr 94Cr 105.76Cr

Integrated Verticals

99Cr 173.47Cr 212.61Cr 270.98Cr 318.9Cr

Reconciliation Effects

24Cr 15Cr 33Cr 38Cr 19Cr

Intersegment Consolidation

-14Cr -20Cr -27Cr -34Cr -38Cr

Unallocated Vouchers

-77Cr -79Cr -85Cr -88Cr -94Cr

Geographical breakdown of sales: Delivery Hero SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Other Countries

337.98Cr 505.04Cr 583.15Cr 729.77Cr 845.37Cr

Korea

144.4Cr 216.13Cr 241.03Cr 292.61Cr 328.59Cr

United Arab Emirates

- 64Cr 79Cr 101.48Cr 125.46Cr

Saudi Arabia

51Cr 73Cr 91Cr 105.61Cr 106.54Cr

Taiwan

52Cr - - - -

Executive Committee: Delivery Hero SE

Manager TitleAgeSince
Chief Executive Officer 46 01/05/2011
Director of Finance/CFO 51 01/07/2024
Chief Tech/Sci/R&D Officer - 01/01/2023
Chief Operating Officer 49 01/08/2015
Investor Relations Contact - -

Composition of the Board of Directors: Delivery Hero SE

Director TitleAgeSince
Chairman 60 01/05/2017
Director/Board Member 41 18/06/2020
Director/Board Member 33 18/06/2020
Director/Board Member 53 02/11/2021
Chairman 60 19/06/2024
Director/Board Member 52 01/06/2024
Director/Board Member 36 01/06/2024
Director/Board Member 68 23/09/2025

Shareholders: Delivery Hero SE

NameStocks%Valuation
24.99 %
7,59,11,043 24.99 % 3 276 M €
16.83 %
5,11,16,174 16.83 % 2 206 M €
Aspex Management (HK) Ltd.
7.562 %
2,29,69,512 7.562 % 991 M €
Conifer Management LLC
4.519 %
1,37,26,754 4.519 % 592 M €
Luxor Capital Group LP
2.789 %
84,71,625 2.789 % 366 M €
NameStocks%Valuation
Goldman Sachs Asset Management International
0.008116 %
2,46,545 0.008116 % 1 M €
RhumbLine Advisers LP
0.000396 %
12,035 0.000396 % 51 931 €
Salomon & Ludwin LLC
0.000183 %
5,550 0.000183 % 23 948 €

Holdings: Delivery Hero SE

NameStocks%Valuation
20,7010.01% 893 327 $

Company details: Delivery Hero SE

Delivery Hero SE

Oranienburger Strasse 70

10117, Berlin

+49 30 5444 59 000

http://www.deliveryhero.com
address Delivery Hero SE(DHER)

Group companies: Delivery Hero SE

NameCategory and Sector
Commercial Printing/Forms
Commercial Printing/Forms
Miscellaneous Commercial Services
Miscellaneous Commercial Services
Advertising/Marketing Services

Other Internet Services

Change 5-day change 1-year change 3-year change Capi.($)
+0.77%+1.28%+62.70%+8.59% 1.33TCr
+1.52%-5.90%-12.51%+34.88% 51TCr
+0.56%-3.74%-33.43%+101.87% 35TCr
-0.92%-5.03%-18.15%+74.02% 14TCr
+1.08%-6.21%-16.54%+31.57% 11TCr
-11.13%+11.80%+764.66%+2,367.99% 9.46TCr
+1.24%-0.91%-29.36%+236.61% 10TCr
+0.67%-2.50%-4.42%+16.39% 7.98TCr
-2.75%-7.46%-30.19%+117.94% 6.64TCr
+0.11%+5.42%-17.52%+42.01% 4.06TCr
Average -0.88%-2.90%+66.52%+303.19% 15.08TCr
Weighted average by Cap. -0.13%-1.73%+29.65%+216.77%
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
18
Last Close Price
38.50EUR
Average target price
33.09EUR
Spread / Average Target
-14.04%

Quarterly revenue - Rate of surprise

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