GGTKY Q2 2026 Earnings

Call Details

• Call Title: Goto Gojek Q2 2026 Earnings Call
• Date: July 29, 2026 at 4:00 AM UTC
• Management Team:
  • Andre Soelistyo (Chief Executive Officer)

Call Summary

Financial Performance

• Net income was Rp252B, marking the second consecutive quarter of net profit and up 47% compared to Q1 2026.
• Group adjusted EBITDA grew 137% year-on-year and reached over Rp1T in Q2 2026.
• Net revenue increased 31% year-on-year to Rp5.7T.
• Core GTP rose 83% year-on-year to Rp164T.
• Annual transacting users increased 19% year-on-year to 71M.
• On-demand adjusted EBITDA was Rp464B, up 41% year-on-year, with on-demand net revenue up 20% year-on-year to Rp3.6T.
• On-demand core GTV grew 2% to Rp16.7T while the very high spending user cohort expanded 21% year-on-year.
• Fintech adjusted EBITDA was Rp481B, up 447% year-on-year, with fintech net revenue up 53% year-on-year to Rp2.1T.

Guidance

• Group adjusted EBITDA guidance was maintained at Rp3.2T to Rp3.4T for the period referenced on the call.
• Fintech adjusted EBITDA guidance was set to Rp1.7T to Rp1.8T.
• On-demand services adjusted EBITDA guidance was set to Rp1.4T to Rp1.5T.
• Guidance maintenance was achieved by reallocating segment-level EBITDA expectations rather than increasing consolidated guidance.
• No GAAP earnings per share or full-year consolidated revenue guidance was provided on the call.
• The company reported one month of data after the GoRide 8% commission change but did not provide quantified long-term guidance on the commission's impact.