Homegrown e-commerce leader reports record R17.7 billion revenue from its ecosystem, an achievement 15 years in the making.
Takealot Group, South Africa’s leading e-commerce ecosystem, today announced its annual financial results for the full year ending March 31, 2026 (FY26). Marking a milestone in its 15-year journey, the Group achieved a record full-year trading profit (aEBIT) of R171 million, 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, placing Takealot Group among the few South African homegrown tech businesses operating at billion-dollar revenue scale.
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.
Watch our Group CEO’s recap of this milestone and the year that made it possible
Highlights from the Takealot Group’s core business units show consistent, market demand across all sectors:
- 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 said:
“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. This proves a deeply rooted ecosystem delivers sustainable success and shared value across South Africa.”
Group CFO, Tessa Ackermann, said:
“Achieving full-year profitability is the result of years of disciplined investment and building operational leverage into our ecosystem, allowing us to expand without heavy capital expenditures. Our financial results demonstrate a structurally sound, cash-generative business with top-line growth and a highly diversified revenue mix. Fifteen years in, we have established a strong financial foundation to drive long-term value creation and sustained margin growth”.
Group Executive: External Affairs and Public Policy, Tshepo Marumule, said:
“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 17,000+ driver partners, unlocking 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.”
KEY FY2026 HIGHLIGHTS
Takealot Group Ecosystem Performance
- 18% YoY Group Revenue Growth (Reaching R17.7 Billion)
- R171 Million Full-Year aEBIT Profit (A decisive R384.8 Million positive turnaround)
- Over 60 Million Orders processed across 6.2 Million active customers
- SMEs Enabled: Over 30,000 small businesses integrated across platforms
- Over 12,500 Personal shoppers servicing the township economy and emerging markets creating earning opportunities.
- AI Innovation: Deployed 2.5k+ active AI agents to streamline ecosystem operations
Takealot.com (The growth engine)
- 15% GMV Growth YoY, with the Marketplace model contributing 60% of total GMV
- Marketplace active sellers grew to 15,000, delivering over 105 million units sold while simultaneously scaling customer satisfaction to an improved customer Net Promoter Score (NPS) of 72
Mr D (Hyper-local quick-commerce)
- 12.6% YoY GMV Growth, anchored by a 38% surge in Grocery volumes
- Integrated retail expansion with a 52% growth of local shops on the platform
- High-profile anchor tenants launched including Toy Kingdom, Nespresso, Absolute Pets, and Wellness Warehouse all on demand and at in store prices.
- TakealotNOW has solidified its position as South Africa’s premier quick-commerce channel for general merchandise, driving high-frequency customer engagement through sub-hour delivery of non-grocery essentials.
- Empowered a network of 17,000+ active driver partners
Takealot Fulfilment Solutions (Logistics commercialisation)
- 93.5% Revenue Growth YoY by monetising logistics for external businesses
- Operational footprint spanning 8 Distribution Centers covering 300,000 m²
- Sustainability Fleet: 280 electric vehicles, representing Africa’s largest commercial EV fleet
- More than 3,300 marketplace sellers directly utilizing TFS B2B courier services
- TFS now powers the e-commerce fulfillment for top-tier JSE-listed enterprises, as well as prominent privately-owned retail groups such as Superbalist and Ares Group
TakealotMORE (Strongest growth vector)
- Saved members approximately R700 million transaction/ delivery fees and exclusive member discounts
- Captures over 25% of total Group GMV within just two years of launch
- 193.5% growth in Member GMV YoY paired with a 263% growth in Member orders
