
Grab Holdings Limited ($GRAB) delivered strong Q3 2025 earnings, with revenue up 22% YoY and Adj. EBITDA increasing 51% YoY, leading to an upward revision of EBITDA guidance to $500M. The company's financial services segment is rapidly growing, targeting $1B in loans by EOY and segment breakeven by H2 2026. With 48M monthly transacting users and significant net liquidity of $5.3B, Grab presents a potential compounder in Southeast Asia, despite current market sentiment.