Talabat declares US$202 Million Interim Dividend

Your Personal Navigator in the Ever-Evolving World of Food Delivery

Week 29/9/2025

🍕 Food Delivery

talabat Declares US$202 Million Dividend: Talabat declared a massive $202 million interim dividend, showcasing significant profitability in its Middle East operations.
The Takeaway 👀 This signals a major shift in the industry from a “growth-at-all-costs” mindset to a focus on delivering tangible financial returns to investors.

Swiggy Exits Rapido in $270M Deal: Swiggy sold its entire stake in bike-taxi platform Rapido to its own major investors, Prosus and WestBridge.
The Takeaway 👀 This strategic exit highlights a trend of focusing on core food and grocery verticals to strengthen the balance sheet ahead of potential IPOs or further consolidation.

Uber Eats Launches Drone Delivery with Flytrex: Uber is partnering with Flytrex to pilot drone delivery in the US, aiming for faster, safer, and more sustainable deliveries.
The Takeaway 👀 Last-mile automation is no longer theoretical; this move puts pressure on competitors to invest in next-generation logistics to control costs and delivery times.

📱 E-Commerce

Alibaba Group and Meituan Battle for In-Store Dining: The battle between Chinese tech giants Alibaba and Meituan is expanding from delivery services to in-store dining deals and services.
The Takeaway 👀 Platforms are aggressively moving to capture the entire food budget, meaning your biggest competitor is no longer just other delivery apps, but the entire digital ecosystem.

Mercado Pago to Acquire Nikos DTVM: Mercado Pago’s acquisition of the Brazilian investment platform will allow it to expand its financial product offerings to its 68 million customers.
The Takeaway 👀 Fintech is becoming an integral part of the e-commerce ecosystem, as platforms leverage their user base to offer a wider range of financial services.

Partner Spotlight

How Talabat Scaled Profitability Without Sacrificing Compliance

Following a quarter where Talabat’s revenue jumped 39% and profits surged past forecasts, the company leveraged Boolanga’s gear-management and audit platform to keep its fast-growing rider network fully equipped, compliant, and ready to deliver at scale.

The Challenge: Talabat’s explosive growth in orders and riders created a massive operational challenge: how to onboard, equip, and audit thousands of new riders at speed without losing control over gear inventory and brand compliance.

The Boolanga Solution: We implemented a digital backbone for Talabat’s entire gear lifecycle. Supervisors use Boolanga’s mobile app to conduct on-ground rider audits, while the platform provides real-time visibility into gear inventory, exchanges, and offboarding. This ensures every rider has the right gear and that compliance is tracked digitally.

The Result: As Talabat’s orders surged, its operational readiness kept pace, ensuring uninterrupted service quality. On-ground audits improved brand compliance, while digitizing the gear lifecycle reduced manual work and inventory loss, allowing Talabat to focus on what it does best: profitable growth.