India Anchors Dutch Investor Prosus’ Global Strategy as E-Commerce Revenue Surges 21%

Prosus is doubling down on its ambition to become a global e-commerce powerhouse. In its latest annual report, the Dutch tech investor revealed a 21% surge in e-commerce revenue, reaching $6.2 billion for FY2025. This growth is being driven by its expanding portfolio across India, Latin America, and Europe, with a strong emphasis on AI-powered innovation and lifestyle commerce.

Prosus has invested $8.6 billion across more than 30 Indian ventures. It’s building a “lifestyle e-commerce ecosystem” by integrating food delivery (Swiggy), fintech (PayU), commerce (Meesho), and services (Urban Company).

Key Highlights:

• Adjusted EBIT for e-commerce jumped 12x to $443 million, signaling a sharp pivot toward profitability.
• Prosus is now free cash flow positive (excluding Tencent dividends) for the first time, with a $513 million improvement
• The company invested $7.8 billion to strengthen regional ecosystems and acquire AI-native startups, including the ongoing integration of Just Eat Takeaway.com.
• CEO Fabricio Bloisi emphasized a cultural shift toward an AI-first mindset, aiming to create the next $100 billion in value through innovation and ecosystem synergy.

India remains a central pillar of this strategy, with Prosus backing major players like Swiggy, Meesho, PayU, and Urban Company.

The company aims to replicate its Tencent success story in India, expecting the country to produce a $100 billion tech company.

After Swiggy’s successful IPO in 2024, Prosus is eyeing five more public listings in FY26, including Meesho, Urban Company, BlueStone, and Captain Fresh.