Grab Holdings Limited (GRAB) M&A Call Transcript

Grab Holdings Limited ( GRAB ) M&A Call September 15, 2026 8:00 AM EDT Company Participants Douglas Eu - Director of Investor Relations & Strategic Finance Ping Yeow Tan - Co-Founder, Chairman & CEO Alexander Charles Hungate - President, COO & Director Peter Oey - Chief Financial Officer Presentation Douglas Eu Director of Investor Relations & Strategic Finance Good morning and good evening, everyone, and thank you for joining Grab's Investor Update session. I'm Douglas Eu, Director, Strategic Finance and Investor Relations. And joining me today are Anthony Tan, Chief Executive Officer; Alex Hungate, President and Chief Operating Officer; and Peter Oey, Chief Financial Officer. Before we begin, we're going to be presenting both IFRS and non-IFRS financial measures. Please see the supplemental slides, our press release and our filings with the SEC for more disclosures about these non-IFRS measures, including a reconciliation of IFRS to non-IFRS measures. We are also going to be making some forward-looking statements today. You should not place undue reliance on forward-looking statements. Actual results may differ materially from these forward-looking statements, and we do not undertake any obligation to update any forward-looking statements we make today, except as required by law. For more information about factors that may cause actual results to differ materially from forward-looking statements, please refer to the press release we issued today and in other filings made with the SEC. And with that, today, Grab is announcing an agreement to acquire a controlling 60% equity interest in Atome Financial, accelerating the growth and profitability of our Financial Services segment. Anthony will present the opening remarks covering the strategic rationale and merits of the proposed transaction. Alex will describe our strategic road map and cover our strength and track record in Financial Services. And Peter will discuss the outlook and capital allocation priorities. We'll begin with