South Africa’s trusted e-commerce leader records strong growth, widening economic opportunities for all South Africans to unlock the vast potential of the digital economy.
Cape Town – Takealot Group exists to change lives in South Africa for the better through e-commerce, and in its half-year results for FY26 (HY2026), that purpose has delivered strong growth with tangible impact. The Takealot Group recorded year-on-year revenue growth of 23% in the six months ended 30 September 2025. This notable growth is a 68% year-on-year loss reduction in EBIT to -R67million. These half-year results project a strong step towards sustained profitability ahead of the Takealot Group’s March 2026 full-year reporting milestone.
Watch the key takeout video above.
Highlights from the Takealot Group’s businesses show strong growth, with performance well ahead of targets.
Mr D, the Group’s quick commerce platform, reported 12% revenue growth and 14% year-on-year GMV growth. The platform posted a 9% growth in orders, with service expansion continuing across food, grocery, and retail categories. Pick n Pay Groceries on Mr D had a standout performance of over 47% year-on-year GMV growth. Restaurants on the platform increased by 13%. New Stores were opened for TakealotNOW, showing positive growth momentum for the platform and Takealot Group ecosystem. A contributor to Mr D’s success as a quick commerce pioneer are the partnerships with well-loved brands such as Frozen For You, Nespresso and Toy Kingdom, bringing some of South Africa’s most loved products to consumers in minutes.
South Africa’s leading e-commerce platform and the Takealot Group’s general merchandise platform, takealot.com, posted strong financial performance, with 20% revenue growth and 17% GMV growth and 29% growth in gross profit. To date, takealot.com has over 4.8 million active shoppers and fulfilment centres spanning 280,000m2. Takealot Group Advertising’s Retail Media Network has contributed 30% year-over-year revenue growth.
The newly formed end-to-end logistics platform, Takealot Fulfilment Solutions (TFS), achieved category-leading operational excellence, onboarding over 2,500 new customers. The entity recorded a 33% increase in unit growth, moving over 1.5 million units, achieving cost efficiency with a 15% reduction on shipping costs year over year. TFS continues to increase the number of South African drivers on its network by 22%, bringing the total to over 60%. Through all this, the start-up maintained exceptional service with 99.3% on-time delivery for Takealot.com.
By integrating takealot.com, Mr D, TakealotMORE and TFS into a single ecosystem, the company is knitting city centres and townships into a single digital economy, cementing its position as South Africa’s most trusted e-commerce ecosystem and laying the foundations for long-term profitability.
The impact of this steady growth is tangible in South African livelihoods:
- 30,000 SMEs traded on the Takealot Group’s platforms: takealot.com and Mr D
- Over 18,000 marketplace sellers on takealot.com
- Over 12,000 restaurants traded on Mr D
- Over 17,000 drivers earned sustainable livelihoods across the Takealot Group
- Over 9,000 active Takealot Township Personal Shoppers
Quote from the Group CEO – Frederik Zietsman
“Our results show that when purpose, sound strategy, and scaled implementation intersect, sustainable profit comes within reach. Our ecosystem approach optimises cost efficiency, ensuring that every parcel we deliver is more affordable to our consumers. We have seamlessly integrated our marketplace, on-demand delivery, and fulfilment services into a cohesive, mutually reinforcing system. As a result, our consumers are shopping more often on our platforms. As a proudly South African business, this is the ultimate impact we are working towards: that we lift every South African as we rise.”
Quote from the Group CFO – Tessa Ackermann
“Disciplined execution is converting impact into earnings. Revenue climbed 23% while operating expenses remained broadly flat, producing a 68% reduction in aEBIT losses to -R67million for the Takealot Group. Our model lets us keep investing in fulfilment capacity, loyalty benefits, and township logistics, giving us a clear line of sight to sustained profitability.”
Quote from the Group Head of External Affairs and Public Policy – Tshepo Marumule
“Our growth story is inseparable from South Africa’s digital-economy progress. Through the Takealot Township Economy Initiative, we are investing in redefining the township and rural economy, driving economic inclusion and shared value, and bridging the digital divide. This is achieved through focused skills development initiatives, the onboarding of thousands of SMEs and expanding last-mile partnerships that create jobs and sustainable income opportunities where they’re needed most. Inclusive growth strengthens the very economics that power our profitability journey.”
KEY HY2026 HIGHLIGHTS
Takealot.com
- GMV growth 17% year-on-year, with key growth categories Luxury Beauty, Large Appliances, and Sport delivering 43% growth year-over-year
- Marketplace 3P Sellers GMV: +17% year-over-year and contributing 62% of Takealot.com’s GMV.
- Active customers +14% to 4.8 million; order frequency +11% YoY
Mr D
- Mr D revenue +12%; GMV +14%
- Pick ‘n Pay Groceries on Mr D GMV +47% as multi-category baskets accelerate
Takealot Fulfilment Solutions (TFS)
- External merchant volumes +38% after launch of B2B fulfilment service
- Cost per parcel down 15%; 99.3% on-time delivery across 97% of SA postcodes
- KwaZulu-Natal DC now fully operational, increasing national capacity by 35%
Takealot Group
- Takealot Group Revenue +23% YoY; GMV +17% YoY
- TakealotMORE, which turned 1 year in May 2025, is our award-winning loyalty subscription programme, which saw paying subscribers increase by over 744% YoY and now contributes over 23.5% of Takealot Group GMV.
- Takealot Group Advertising Retail Media contributed 30% year-over-year growth
- 9,000 township personal-shoppers earning income