In a standout financial disclosure, OLX Group record profitability for the first half of fiscal 2026, posting a 49% adjusted EBITDA margin and a 22% year-on-year revenue increase. Backed by its parent company Prosus, OLX continues to outperform as a leading global classifieds platform.
This exceptional performance underscores OLX’s successful strategic repositioning, disciplined market focus, and accelerated investment in artificial intelligence. With its core categories—Motors, Real Estate, and Jobs—serving as powerful engines of growth, OLX Group is demonstrating how a classifieds business can evolve into a high-margin, AI-driven technology platform.
Revenue Growth Accelerates as OLX Strengthens Core Verticals
For the six months ending 30 September 2025, OLX Group generated US$473 million in revenue, up from US$389 million during the same period last year. This double-digit revenue expansion was fueled by a combination of product innovation, improved monetization models, and deepening engagement across its largest verticals.
The company’s sharp focus on its most profitable categories has sparked both volume and value growth. Each vertical—Motors, Real Estate, and Jobs—experienced strong year-on-year gains, proving that OLX’s targeted strategy is yielding consistent, scalable results.
Motors: 27% Growth Through Better Tools and High-Intent Traffic
The Motors segment remained the star performer with 27% year-on-year growth. OLX has invested heavily in improving the user and seller experience, particularly through:
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Enhanced dealer tools that provide more visibility and inventory management
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Improved advertising formats that drive qualified leads to sellers
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Optimized search and recommendation systems powered by AI
These innovations help sellers move inventory faster while giving buyers a smoother discovery journey. The Motors category—traditionally one of the strongest performers in OLX’s ecosystem—continues to benefit from rising digital adoption in the auto market across multiple countries.
Real Estate: 26% Lift Driven by Generative AI and Enhanced Listings
The Real Estate vertical delivered a remarkable 26% revenue increase, propelled by product enhancements that simplify and elevate the listing process. OLX has deployed:
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AI-powered content generation tools that help users create high-quality listings
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Unified app experiences that reduce fragmentation and improve user engagement
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Optimized pricing and exposure models that match supply with the highest-intent buyers
Generative AI has been particularly transformative in this category. With richer descriptions and improved metadata, property listings receive more views, leading to higher conversion and monetization.
Jobs: 12% Growth Despite Market Challenges
Even as global labor markets face uncertainty and slower hiring cycles, OLX’s Jobs category delivered 12% growth. This performance is attributed to:
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AI-driven job matching that connects employers with more relevant candidates
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Enhanced employer dashboards that simplify posting and tracking
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Improved visibility features that help job seekers find the right opportunities faster
By strengthening the tools available to both employers and job seekers, OLX continues to maintain its influence in this competitive space.
Profitability Surges as OLX Unlocks Operating Leverage
While OLX’s top-line growth is impressive, the real standout achievement lies in its operating performance. The company recorded extraordinary margin expansion and operational efficiency gains.
Adjusted EBITDA Soars 52%
OLX delivered US$231 million in adjusted EBITDA, marking a 52% year-on-year increase. This milestone highlights how the company has successfully transformed revenue growth into significant profit acceleration.
Operating Margins Reach Industry-Leading 49%
With a 10 percentage-point margin expansion from the previous year, OLX’s 49% EBITDA margin places it among the most profitable digital marketplace platforms globally. In a sector where margins often remain tight due to high marketing and operational costs, OLX’s achievement underscores both scale advantage and disciplined cost management.
Adjusted EBIT Jumps 59%
Adjusted EBIT hit US$205 million, reflecting strong cash generation and improved operational health across OLX’s business units.
Together, these metrics signal a company running with exceptional efficiency—balancing growth investments with structural profitability and sustainable financial discipline.
AI Becomes the Core Engine of OLX’s Transformation
Artificial intelligence is no longer an experimental addition for OLX—it is now central to the company’s product innovation, operational performance, and cost efficiency. For fiscal 2026, OLX has allocated US$20 million specifically for AI development, a clear indication of its commitment to long-term technological leadership.
More Than 60 AI Use Cases Driving Growth and Efficiency
OLX has deployed over 60 AI use cases across its platforms, including 10 generative AI applications launched in the last six months alone. These use cases span critical business areas such as:
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Automated ad generation
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Image recognition and classification
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Chatbots and customer service automation
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Fraud detection and trust enhancement
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Dynamic pricing and content quality scoring
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Search relevance and recommendation systems
AI has become the backbone of OLX’s ability to scale efficiently while improving user outcomes.
GenAI-Powered Ad Posting: A Breakthrough Innovation
One of OLX’s most impactful innovations is its generative AI-enabled ad-posting tool, which automates the creation of descriptions and attributes for listings.
Key benefits include:
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35–55% reduction in posting time, depending on category
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Up to 37% improvement in listing quality, leading to more engagement
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Seamless user experience across major categories including Real Estate, Electronics, Home & Garden, and Vehicles
By simplifying the posting process, OLX is removing one of the biggest friction points in the classifieds journey—encouraging more users to list items and improving marketplace liquidity.
Strategic Expansion Through M&A and Market Optimization
OLX’s strong performance is also the result of disciplined geographic and portfolio strategy. The company is focusing on markets that show high growth potential and where OLX can hold or build category leadership.
Acquisition of La Centrale Strengthens European Motors Leadership
OLX recently acquired La Centrale, one of France’s leading motors platforms. This move:
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Expands OLX’s footprint in Western Europe
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Strengthens its dominance in the Motors category
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Opens new revenue opportunities in a mature, high-value automotive market
La Centrale complements OLX’s existing strengths and increases competitive advantage across the region.
Exits From Non-Core Markets to Sharpen Focus
To reinforce strategic clarity, OLX is divesting from markets that do not align with its long-term vision. Recent exits include:
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Uzbekistan and Kazakhstan, where operations were sold
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Fixly in Poland and Kiwi Finance in Romania, both divested to sharpen focus on core markets
This deliberate strategy ensures that OLX concentrates resources on high-growth, high-margin opportunities where it can maintain sustainable leadership.
Leadership Perspective: Confidence Fueled by Strong Execution
OLX Group CEO Christian Gisy expressed deep satisfaction with the company’s performance, highlighting the successful turnaround and the strategic discipline that has guided OLX over the past year.
According to Gisy, OLX’s focus on core categories and accelerated AI investments are proving pivotal in reshaping the company into a high-performance, tech-driven marketplace. He emphasized that the results validate OLX’s repositioning and renewed market strategy.
From the parent company, Prosus CEO Fabricio Bloisi reinforced this sentiment. Bloisi praised OLX as a “star performer” within Prosus’ digital portfolio, citing its ability to leverage AI to simultaneously increase user engagement and profitability.
What This Means for OLX’s Future: A Platform Built for Sustainable Market Leadership
OLX’s outstanding H1 fiscal 2026 results offer a clear preview of a promising long-term trajectory. The company is building a marketplace model that is highly efficient, technologically advanced, and scalable across diverse global markets.
1. Sustainable Profitability at Scale
A nearly 50% EBITDA margin demonstrates that OLX has established a business model capable of delivering consistent profitability—even during economic uncertainties.
2. A Competitive Edge Powered by AI
OLX’s integration of generative AI into core operations gives it a significant advantage over traditional classifieds platforms that rely on manual processes or older technology stacks.
3. A More Focused, Stronger Market Portfolio
With acquisitions strengthening its position in Europe and divestments reducing complexity, OLX is becoming a more agile and strategically aligned business.
4. Continued Growth Momentum
Given OLX’s investments, market focus, and AI-driven product roadmap, the company is positioned to maintain double-digit growth while protecting or even expanding margins—a rare achievement in the classifieds industry.
Conclusion
OLX Group’s first-half fiscal 2026 performance marks a defining moment in its evolution. With record profitability, robust revenue growth, and industry-leading adoption of AI, the company is proving that digital marketplace businesses can achieve both scale and efficiency when guided by a disciplined strategy.
By doubling down on its most profitable categories, expanding its footprint through smart acquisitions, and investing aggressively in AI-powered innovation, OLX is creating a powerful blueprint for the future of classifieds. As the company continues refining its market portfolio and enhancing its technological capabilities, it is well positioned to remain a global leader—driving sustainable, profitable growth for years to come.
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