Prosus's Strategic Investment in India

Netherlands-based global tech investor Prosus has invested over $8.6 billion in India, marking it as one of its strategic markets, according to CEO Fabricio Bloisi in a recent shareholder letter.

Expanding E-commerce Ecosystem

Bloisi highlighted India's role in Prosus's ambition to build a leading lifestyle e-commerce ecosystem across India, Europe, and Latin America, following Swiggy's IPO and a recent investment in Rapido, which is experiencing over 100% year-on-year growth.

Financial Performance and Future Goals

The e-commerce segment exceeded expectations with adjusted EBIT surpassing $435 million, aiming for similar profitability in FY26. Key companies like OLX and iFood showed strong growth, with iFood processing over 120 million orders monthly.

Focus on Capital Discipline and AI Innovation

Prosus emphasized capital discipline, returning over $35 billion to shareholders and focusing on integrating recent acquisitions. AI-driven innovation remains a priority, with investments in firms like Corti and Zapia.