Market Bulletin: Takealot’s Path to Profitability & Fluid/SA’s Strategic Growth

Takealot Hits Robust Revenue Growth in FY2025

Takealot Group—spanning Takealot.com and delivery-focused Mr D—reported a 20% increase in revenue to US$823 million in the financial year ended 31 March 2025, thanks in part to the popularity of its TakealotMore subscription service. Gross merchandise value (GMV) rose 13%, even with a slow start to the year

Improved Loss Profile & Path to Profit

Despite investments in marketing and infrastructure to brace for competition from entrants like Amazon, Takealot narrowed its adjusted EBIT loss from US$14 million in 2024 to US$12 million in 2025. Naspers is projecting a return to full profitability in the 2026 financial year

Strategic Moves Fueling Momentum

To enhance its competitive edge, Takealot:

• Sold Superbalist to streamline focus
• Acquired M24 Logistics to strengthen operational capacity
• Expanded its electric delivery fleet—now among SA's largest

Mr D also saw strong performance: GMV spiked 81% in groceries and recorded a modest adjusted EBIT of US$4 million

fluid/sa is South Africa's First Full Service Amazon Agency. They help businesses set up shop on Amazon globally and grow their sales through active management. fluid/sa launched in South Africa, spreading from international Amazon operations, to help businesses secure a First Mover Advantage offered by Amazon's South African launch.

Learn more about the Early Adopter Opportunity here, and realise how you can easily (cheaply) secure top rankings on a fresh Amazon marketplace, and rise with the tide, growing sales organically. Next, you can jump into Amazon's biggest marketplaces globally!

What This Means for South Africa’s eCommerce Landscape

The announcement comes amid a dynamic shift in South African eCommerce. With formidable competitors like Amazon, Temu, and Shein entering the market, Takealot is aggressively defending its lead through loyalty programs, logistics investments, and growth in high-margin segments.

Fluid/SA’s View: Amazon Roots & Takealot Expansion

At Fluid/SA, we’ve built our reputation as South Africa’s first full-service Amazon agency, guiding brands to success with Amazon-specific strategies rooted in global experience. With the South African eCommerce battlefield evolving, we’re thrilled to expand our offering:

• Full-service Takealot account setup and growth management
• Services include registration, compliance, listing optimization, advertising, logistics integration, and growth analytics

This is more than just diversification—it's a harmonious extension of our core strengths. Takealot’s growth trajectory mirrors what we’ve already achieved for clients on Amazon: data-driven scaling, optimized content, inventory forecasting, and tailored ad strategies.

Global Expertise, Local Insight

What sets Fluid/SA apart is the unique blend of international eCommerce know-how (systems, performance advertising, global logistics) and local acumen (consumer behavior, VAT compliance, shipping infrastructure). Whether you’re launching on Amazon or scaling on Takealot, our blended expertise ensures both platforms work in harmony.

In Summary

1. Takealot Group delivered strong FY2025 growth: 20% revenue increase, improved EBIT loss, and a target to return to profitability by FY2026.
2. The platform is responding to aggressive competition with loyalty programs, operational investments, and strategic M&A.
3. Fluid/SA is expanding—bringing our Amazon mastery to Takealot with full-service setup and growth management.
4. Our global standards + local roots = winning formula for brands seeking to scale across South Africa’s evolving eCommerce landscape.

Interested in expanding your presence on Takealot, Amazon, or both? Let’s talk.

Fluid/SA – spearheading South Africa’s eCommerce future with global execution and local precision.