Company Overview

Delivery Hero is the world’s leading local delivery platform, operating its service in around 70 countries across Asia, Europe, Latin America, the Middle East and Africa. The Company started as a food delivery service in 2011 and today runs its own delivery platform on four continents. Additionally, Delivery Hero is pioneering quick commerce, the next generation of e-commerce, aiming to bring groceries and household goods to customers in under one hour and often in 20 to 30 minutes. Headquartered in Berlin, Germany, Delivery Hero has been listed on the Frankfurt Stock Exchange since 2017 and is part of the MDAX stock market index.

Financial Calendar

19 Jun 2024 Annual General Meeting 2024
29 Aug 2024 Half-Year Financial Report 2024

Publications

  • 14 May 2024

    Conference Call

  • 25 Apr 2024

    Q1 2024 Trading Update Presentation

  • 25 Apr 2024

    Annual Report 2023

Delivery Hero in Numbers

  • GMV

    45.3 bn
    FY 2023
  • TOTAL SEGMENT REVENUE

    10.5 bn
    FY 2023
  • ADJ. EBITDA

    253.6 m
    FY 2023
  • RIDERS

    ~ 3 m
  • COUNTRIES

    ~ 70
  • PEOPLE WE ADDRESS

    ~ 2 bn

Delivery Hero Investment Highlights

Highly attractive cohort model

Business based on stable customer cohorts generating higher GMV over time. Newly acquired cohorts generate higher GMV than previous cohorts.

Huge market opportunity

Food, groceries and quick commerce offer long-term GMV potential of >€ 200 billion.

Strong leadership positions

Footprint serves more than 2 billion people around the world and approx. 90% of Group GMV is generated from #1 countries.

1 Based on management estimates

Multi-category service

Attractive mix of Food Delivery, Quick Commerce and Deliver Anything strengthens our ecosystem while raising market entry barriers.

Advertising offers significant earnings opportunity

Expect to generate high margin advertising revenues of more than € 2.0 billion by FY 2024/25. Long-term ad revenues should account for 3‑5% of Group GMV.

Clear path to profitability

Plan to generate adj. EBITDA of € 725–775 million in FY 2024 on Group level. Long-term target target for adj. EBITDA / GMV margin of 5–8%.

INVESTOR PORTAL


The Investor Portal of Delivery Hero SE offers you a comprehensive online service related to the Annual General Meeting.
Investor Portal

Environmental, Social & Governance (ESG) Factsheet

We want to contribute to stable economic, social and ecological conditions for present and future generations.

Your IR contact

The Investor Relations team will be happy to answer your questions about the Delivery Hero share and other capital market-related topics. Please understand that Investor Relations can only assist with these topics.


Christoph Bast

Christoph Bast

Head of Investor Relations

christoph.bast@deliveryhero.com
Dennis Bader

Dennis Bader

Director Investor Relations

dennis.bader@deliveryhero.com
Bruno Priuli

Bruno Priuli

Director Investor Relations

bruno.priuli@deliveryhero.com
Lukas Herzog

Lukas Herzog

Manager Investor Relations

lukas.herzog@deliveryhero.com
Loredana Strîmbei

Loredana Strîmbei

Specialist Investor Relations

loredana.strimbei@deliveryhero.com