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Q2 2026 · NASDAQ · Aug 6, 2026
Grab's second quarter hit records across revenue, Adjusted EBITDA<sup>[»](/glossary/#adjusted-ebitda)</sup>, and profit, and management raised full-year guidance and authorized a fourth straight buyback. But $307 million of the $215 million YoY profit jump came from a one-time accounting gain on consolidating Superbank, and trailing-twelve-month free cash flow actually fell for the first time in this blog's two-year coverage window.
NASDAQ · Aug 2, 2026
Mercado Pago, Monee, GoTo Financial, and Grab's Financial Services segment are the fintech arms bolted onto four very different e-commerce and super-app parents, and only two of them have genuinely flipped from subsidizing the group to carrying it. Quarter by quarter over the last two years, GoTo Financial's turnaround is the sharpest, Monee's is the steadiest compounder, Mercado Pago's is the largest but the least transparent about what it actually earns, and Grab's is still the one segment-loss-making arm of the four, though closing the gap fastest of any of them.
IDX · Aug 1, 2026
GoTo and Grab are no longer competing to prove that Southeast Asian super-apps can reach Adjusted EBITDA. Both have already crossed that line. The sharper question is whose profit path is stronger: Grab's regional, repeatable operating leverage, or GoTo's Indonesia-focused fintech handoff after two straight profitable quarters.
Q2 2026 · IDX · Aug 1, 2026
Bank Jago's H1 2026 net income rose 48.8% YoY to Rp189,070 million, a sixth straight quarter of QoQ standalone profit growth. The stock closed the half at Rp965, down 26.9% QoQ to a fresh two-year-window low and a new series-low ~1.48x book value, even as CAR kept falling (28.38%, a sixth straight quarterly decline) and the Sharia Business Unit's financing book quadrupled almost entirely on the back of one related-party loan.
Q2 2026 · IDX · Jul 31, 2026
Superbank's second quarter as a public company shows profit still compounding - net income up 415.5% quarter-on-quarter to Rp104.4 billion, NPL falling, and the loan book scaling faster than deposits. None of that stopped the stock from closing June at Rp535, down 42.8% from its December close and below its own Rp635 IPO price - even as Grab, Emtek, and other large shareholders kept buying more shares on the open market through the decline.
Q2 2026 · IDX · Jul 30, 2026
For the six months ended 30 June 2026, BFI Finance's net income grew 8.7% year-over-year to Rp828,909M, but the real story is the second quarter alone: Cost of Credit collapsed to 3.0% from Q1 2026's 5.7% high, and profit before tax jumped 34.3% quarter-over-quarter to Rp586bn. That recovery came even as new bookings fell both year-over-year (-1.8% to Rp10,698bn for the half) and quarter-over-quarter (-6.5%), and the Others segment's profit kept falling - down 40.1% year-over-year for the half, a fourth straight period of standalone deterioration in that segment specifically. The related-party PT United Tractors facility's drawn balance rose for the first time since this backlog began tracking it in 2020, breaking a five-year amortization trend. Shares closed the half at Rp735, up 3.5% quarter-over-quarter, holding the stock just below its own book value for a third consecutive quarter.
Q2 2026 · IDX · Jul 30, 2026
GoTo posted a second straight quarterly net profit (Rp252 billion, up from Rp171 billion) and crossed Rp1 trillion in Adjusted EBITDA for the first time, with CEO Hans Patuwo highlighting Fintech's Adjusted EBITDA overtaking On-Demand Services for the first time. But buyback spending fell roughly 60% quarter-on-quarter even as GoTo announced a much larger treasury-share cancellation, Bank Jago's disclosed fair value nearly halved in two quarters, and GoRide's two-wheel unit economics turned negative per management's own admission on the earnings call.
Q4 2025 · IDX · Jul 30, 2026
For the year ended 31 December 2025, BFI Finance's net income rose just 1.1% year-over-year to Rp1,581,490M, as a genuine deceleration - Cost of Credit rose to 4.3% for the year from FY2024's 3.4%, and NPF ticked up to 1.39% from 1.25% - was mostly offset by revenue growth and a strong fourth-quarter credit-quality recovery (Cost of Credit eased to 3.5% in Q4 alone, down from Q3's 4.5%). The restructured-loan balance stays missing from the financing-receivables note for a seventh straight filing, spanning three full annual reports. A 190-million-share buyback completed within the year, and BFI's own March 2026 investor presentation discloses a third buyback program already underway - one the audited annual report's own subsequent-events note doesn't mention. Shares closed the year at Rp700, a new multi-year low, pushing P/B to roughly 0.98x - the first time this backlog has recorded BFI trading below book value outside the depths of the 2020 pandemic crash.
Q2 2026 · NSE · Jul 30, 2026
Q1 FY27 was Groww's cleanest quarter yet by the numbers - PAT up 94% YoY, EBITDA up 101% - but the CFO told an analyst live on the call that Fisdom and Groww AMC's revenue sits inside "Other Income," which isn't where a consolidated subsidiary's revenue actually belongs, the third straight quarter of imprecision around exactly the same two businesses.
Q2 2026 · NSE · Jul 30, 2026
One 97 Communications' quarter ended June 30, 2026 (Q1 FY2027) delivered its highest-ever quarterly EBITDA of Rs. 203 crore, up 182% YoY, and consolidated net profit of Rs. 220 crore, up 79% YoY, on revenue of Rs. 2,448 crore (+28%). The growth arrived in the first full quarter without the government's PIDF payments subsidy, which lapsed in December 2025 — meaning this quarter's numbers are the cleanest read yet on how the underlying business performs without a fading policy tailwind.
