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Uber Launches €41.50-a-Share Takeover Offer for Delivery Hero

Uber (NYSE: UBER) has formally launched its voluntary takeover offer for Delivery Hero after receiving approval from German regulator BaFin. The company is offering €41.50 in cash per share, representing a roughly 108% premium to Delivery Hero’s unaffected May 8 closing price. The acceptance period runs from August 27 through November 5, 2026.

The acquisition would significantly expand Uber’s global delivery footprint. The combined businesses would operate across 99 markets with pro-forma 2025 gross bookings of $236 billion, while the number of markets where Uber offers both mobility and delivery would nearly double from 34 to 58.

Uber already owns about 24.77% of Delivery Hero and has additional exposure through derivatives. Combined with an irrevocable commitment from Prosus covering roughly 16.68% of Delivery Hero shares, Uber’s total economic interest is approximately 53%. The deal remains subject to regulatory approvals and other closing conditions, with settlement expected in the second half of 2027.
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Global Finance News 08-27-26
Delivery Hero has unveiled “Herogen,” an autonomous AI software agent designed to significantly boost engineering productivity, with current output equivalent to a 130-person engineering team. The system, built on large language models, autonomously writes, tests, and submits code, handling around 9% of all code changes despite being adopted by only 18% of developers so far.

Herogen operates with an 85% success rate and is capable of processing over 100 code changes daily, freeing up an estimated 250,000 hours of manual work annually. The company aims to expand its usage to cover 20% of all code changes by the end of the year.

Rather than replacing engineers, Delivery Hero says the AI shifts their focus toward higher-level tasks such as system design and innovation, supporting the company’s strategy to accelerate development of its “Everyday App” platform.
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Author
Global Finance News 04-25-26
Delivery Hero SE announced that Uber Technologies, Inc. has increased its stake in the company by acquiring 13.6 million shares from Prosus, representing approximately 4.5% of Delivery Hero’s issued capital.

The company welcomed Uber as a long-term shareholder, with CEO Niklas Östberg describing the investment as a strong endorsement of Delivery Hero’s platform and growth strategy. The transaction further strengthens Uber’s position in the global food delivery sector and signals continued confidence in Delivery Hero’s long-term value creation.
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The Investor 04-19-26
Delivery Hero boosts profitability as Quick Commerce drives growth

March 26, 2026 — Delivery Hero reported strong 2025 results, with adjusted EBITDA rising 30% year-over-year to €903 million, supported by growth in Quick Commerce and key markets.

The company achieved its second consecutive year of positive free cash flow, reaching €250 million, while maintaining a strong liquidity position of €2.7 billion following recent financing.

Quick Commerce continued to be a key growth driver, with gross merchandise value exceeding €7.5 billion, up more than 30%, as the company expanded into categories such as groceries and household goods under its “Everyday App” strategy.

Looking ahead, Delivery Hero expects continued growth in 2026, targeting adjusted EBITDA of €910–960 million and further positive free cash flow, while increasing investments in customer experience, subscriptions, and key markets in Asia and the Middle East.

The company also announced an agreement to sell its foodpanda Taiwan business to Grab for $600 million, as part of efforts to optimize its portfolio and strengthen its capital structure.
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Author
The Investor 03-26-26
Grab announced it will acquire Delivery Hero’s foodpanda delivery business in Taiwan for $600 million, marking its expansion into its ninth market and first outside Southeast Asia.

The transaction, expected to close in the second half of 2026 subject to regulatory approvals, will strengthen Grab’s presence in Taiwan, where foodpanda generated around $1.8 billion in gross merchandise value in 2025. The deal is projected to contribute at least $60 million in incremental adjusted EBITDA by 2028.

Grab plans to integrate its AI-driven platform and services into the Taiwanese market, aiming to enhance delivery efficiency, support merchants and drivers, and expand digital ecosystem offerings while maintaining service continuity during the transition.
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Author
European Investor 03-23-26
Delivery Hero posts Q3 growth as AI boosts efficiency

Delivery Hero reported Q3 2025 GMV of €12.2 billion, up 7 percent year-over-year on a like-for-like basis, while segment revenue rose 22 percent to €3.7 billion. Profitability improved with a stable gross profit margin and reduced operating costs, supported by AI-driven efficiency tools across its global tech platform. Integrated Verticals delivered its first positive quarterly adjusted EBITDA and remains on track for full-year break-even. MENA, Europe and the Americas saw continued growth, while Asia is expected to return to GMV growth in Q4 following a rebound in South Korea. The company confirmed its full-year guidance, including €900–940 million in adjusted EBITDA and over €120 million in free cash flow.
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Author
European Investor 11-13-25