NPN Disposal Bullish

NASPERS LIMITED - Prosus sells 4.5% stake in Delivery Hero to Uber

Naspers Limited
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What this filing means

Prosus has sold a 4.5% stake in Delivery Hero to Uber for €270m at a 22% premium to satisfy European Commission regulatory commitments.

Bull case

  • The 4.5% stake in Delivery Hero was sold at €20.00 per share, capturing a 22% premium to the 1-month VWAP.
  • The transaction yields €270m in gross proceeds, injecting further liquidity into the group.

Bear case

  • The divestment is a forced liquidation mandated by European regulators, highlighting external constraints on portfolio management.
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Category
Disposal
Event posture
Constructive
Published
Apr 17, 2026

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