PROSUS NV -SPON ADR Business Summary

Prosus NV (PROSY) operates as a global consumer internet group and a leading technology investor, primarily generating revenue through transaction fees in its food delivery and fintech segments, advertising within its classifieds marketplaces, and subscription-based models in educational technology. The company’s primary business segments include Food Delivery (anchored by iFood and Just Eat Takeaway.com), Payments & Fintech (led by PayU), Classifieds (OLX Group), and EdTech (Stack Overflow and Skillsoft), alongside a significant minority stake in Chinese titan Tencent. Transitioning from a traditional holding company to an active operator, Prosus has integrated a proprietary AI-driven "Lifestyle Ecosystem" to drive cross-platform engagement and operational efficiency. In the global market, Prosus competes directly with technology conglomerates and investment firms such as SoftBank Group, MercadoLibre, and Sea Limited, maintaining a dominant position as the leading food delivery operator in Latin America and a premier fintech provider in emerging markets. Leadership is currently spearheaded by Group CEO Fabricio Bloisi, an entrepreneur who founded the Movile Group and previously scaled iFood into a regional powerhouse before assuming the top role at Prosus in 2024. He is supported by CFO Nico Marais, a 25-year veteran of the Naspers and Prosus financial teams who was officially appointed to the role in April 2025, and Chief Investment Officer Fahd Beg. The board is chaired by Koos Bekker, the visionary architect of the company’s early investment in Tencent, and recently added Arnold Goldberg, a former Google and PayPal executive, as an independent non-executive director in May 2026. Prosus remains a majority-owned subsidiary of the South African multinational Naspers, which serves as its primary institutional backer and founding entity.