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Achieved 18 consecutive quarters of adjusted EBITDA growth by successfully converting platform scale into expanding operating leverage.

Growth is primarily driven by transaction volume and user acquisition rather than price, with monthly transacting users reaching a record 54 million.

The 'Grab AI' intelligence layer has halved the cost per AI interaction year-over-year, serving as a critical margin lever across the entire ecosystem.

Groceries (GrabMart) grew at 1.7x the rate of food delivery, leveraging offline anchors and AI shopping agents to capture planned everyday grocery occasions.

Financial Services growth is powered by a low-cost ecosystem playbook: acquiring users at minimal cost, underwriting via proprietary behavioral data, and funding through digital bank deposits.

Internal engineering teams adopted autonomous coding agents as standard practice, cutting time to market for new features by up to 30% year-on-year.

Raised full-year 2026 guidance to reflect strong core momentum, the consolidation of Superbank and Stash, and anticipated FX headwinds of 2-3%.

Financial Services segment is on track to achieve adjusted EBITDA profitability in the second half of 2026, fulfilling a multi-year strategic commitment.

Mobility margins are expected to remain stable between 8.5% and 9% despite volatile fuel prices, supported by targeted driver incentive programs.

The loan book is projected to exceed $3 billion by the end of this year, which now includes the Superbank book.

Autonomous vehicle strategy focuses on a hybrid ecosystem, with the first revenue-generating point-to-point service launching in Punggol, Singapore, in Q4 2026.

Completed the acquisition of Stash in July 2026, adding a profitable AI-powered wealth platform with over $5 billion in assets under management.

Consolidated Superbank in May 2026, which already achieved full-year profitability in 2025 and serves over 7 million customers.

Dara Khosrowshahi stepped down from the Board to enhance governance related to the proposed acquisition of Foodpanda's Taiwan business.

Management flagged persistent elevated fuel prices and ASEAN currency pressure against the U.S. dollar as ongoing macro headwinds.

The upgrade reflects strong transaction momentum in the core on-demand business and the consolidation of Superbank and Stash.

Management noted that core business performance remains in line with prior expectations, but the new guidance accounts for 2-3% FX headwinds.

Fuel price support for drivers is factored into the second-half outlook to maintain marketplace health.

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Profitability is confirmed for H2 2026, supported by Superbank's existing profitability and Stash's high-retention subscription model.

Superbank's integration allows for lower customer acquisition costs, with 60% of its users already active on Grab or OVO.

The segment is targeting a cost-to-income ratio below 50% by the end of 2026.

Management emphasized that Southeast Asia has always been competitive and their strength lies in 'hyper-local' execution and government partnerships.

Grab maintains a 1-year non-compete restriction with Uber following any full sale of Uber's Grab shareholding.

The ecosystem flywheel, particularly the cross-sell between mobility and fintech, is viewed as a structural advantage that is difficult to disrupt.

The 2-wheel taxi (Ojol) commission changes implemented in July are expected to allow Grab to maintain a positive margin profile.

Management stated there is no current indication that these regulations will spill over into the 4-wheel or delivery segments.

Guidance assumes the current commission structure for Ojol remains unchanged for the rest of the year.

The gap between 28% transaction growth and 12% revenue growth was a deliberate strategy to keep the marketplace healthy amid high fuel prices.

Grab compressed prices and expanded 'saver' products to ensure affordability for riders while increasing driver incentives to maintain supply.

Despite these investments, mobility margins remained within the target 8.5-9% range.