OLX Group Delivers Record Profitability with Robust 22% Growth

OLX reported revenues of US$473 million for the first six months ending 30 September 2025, up from US$389 million in the same period last year. Its strong performance is fueled by growth across its core categories Motors, Real Estate, and Jobs where it has doubled down on product innovation and monetization.

Within the Motors segment, OLX grew 27% year-over-year, driven by better dealer tools, advertising offerings, and search optimizations that enhance lead generation for sellers. Real Estate saw a 26% boost, supported by generative AI-powered posting forms, unified app platforms, and pricing improvements that increase listing engagement. Even in the more challenging Jobs market, OLX recorded 12% growth aided by AI-driven job matching and enhanced employer dashboards.

Margins Expand Sharply - Profitability Hits New Highs

Adjusted EBITDA surged 52% year-on-year to US$231 million, reflecting a 10 percentage-point increase in margin to 49%. Adjusted EBIT also rose strongly, growing 59% to US$205 million. These numbers underscore OLX’s ability to convert top-line growth into substantial operating leverage.

AI at the Heart of Growth and Efficiency

A big part of OLX’s margin expansion comes from its rapid scaling of artificial intelligence. The company is investing heavily in AI: for this fiscal year, OLX has earmarked US$ 20 million for AI development. It has already deployed more than 60 AI use cases across its markets, including 10 generative AI applications in just the last six months.

One standout innovation is OLX’s GenAI-enabled ad-posting tool, which automatically generates high-quality descriptions and attributes for listings. This tool cuts down the time users spend posting by 35–55%, depending on the category, while boosting the quality of listings by up to 37%. These improvements are especially evident in Real Estate, Electronics, Home & Garden, and other verticals.

Strategic Moves: M&A and Market Focus

Beyond organic growth, OLX is sharpening its geographic and portfolio strategy. It recently acquired La Centrale, a leading French motors platform, marking a significant expansion into Western Europe. At the same time, OLX is exiting non-core markets: it has sold its operations in Uzbekistan and Kazakhstan, and is offloading platforms like Poland’s Fixly and Romania’s Kiwi Finance to focus on high-growth, category-leading markets.

Leadership Response: Confidence in Long-Term Strategy

OLX Group CEO Christian Gisy expressed strong satisfaction with the performance, attributing the company’s turnaround to its sharp focus on core categories and aggressive investment in proprietary AI. He noted that the results affirm OLX’s “repositioning” and “strategic shift” made over the past year.

From the parent company side, Prosus CEO Fabricio Bloisi praised OLX as a “star performer” in their digital ecosystem, highlighting the role of AI in driving both user engagement and profitability.

What This Means for OLX’s Future

Sustainable profitability: The nearly 50% EBITDA margin signals that OLX has built a highly efficient model, one that can scale without proportionally increasing costs.
AI-driven differentiation: With generative AI deeply embedded in its operations, OLX is positioning itself ahead of traditional classifieds platforms that may lack such advanced technological integration.
Strategic market expansion: The La Centrale acquisition and the divestment of non-core assets show that OLX is refining its portfolio to prioritize both profitability and market leadership.
Long-term ambition: Given its half-year performance and the scale of AI investments, OLX could be on track to sustain double-digit growth while maintaining healthy margins, a rare combination in the classifieds space.

Conclusion

OLX Group’s H1 fiscal 2026 results make a powerful statement: it is not only back on a growth trajectory but doing so with record profitability. By combining deep investment in AI with smart focus on its most lucrative verticals, the company has managed to drive strong revenue gains and dramatically expand margins. As it refines its portfolio and doubles down on innovation, OLX appears well-positioned for sustained, profitable leadership in the global classifieds arena.

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