Taiwan blocks foodpanda sale: Delivery Hero stock is 9.88 percent below EUR 41.50
Published on 10/23/2026 at 10:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSRegulatory hurdle and operating scale
- Taiwan's regulator blocked the USD 600 million foodpanda sale on October 21, 2026.
- First-half 2026 revenue reached EUR 7.75 billion, up 13.00 percent year over year.
- Delivery Hero stock trades at EUR 37.40 at 10:29 a.m. CEST at Lang & Schwarz on October 23, 2026, 0.13 percent below the Xetra close of October 22, 2026.
- The next reporting date is October 28, 2026, followed by the offer deadline on November 5, 2026.
Delivery Hero stock (ISIN DE000A2E4K43) was trading at EUR 37.40 at Lang & Schwarz on October 23, 2026 at 10:29 a.m. CEST, 0.13 percent below the Xetra close of October 22, 2026 (EUR 37.45). On October 21, 2026, Taiwan's Fair Trade Commission blocked the planned sale of foodpanda Taiwan to Grab, while Delivery Hero retained its right to appeal, according to Delivery Hero.
Taiwan sale reshapes the deal
The blocked transaction had been agreed at USD 600 million in cash. Reuters reported on October 21, 2026, that the regulator considered the competition risks greater than the deal's economic benefits. The decision adds a regulatory complication to Delivery Hero's broader transaction landscape.
Three events define the timeline
On March 23, 2026, Delivery Hero agreed to sell foodpanda Taiwan for USD 600 million, according to Reuters. On September 14, 2026, the company completed an early repricing of a USD 1.3 billion term loan B, according to Delivery Hero. On October 21, 2026, the TFTC blocked the USD 600 million Taiwan sale, according to Reuters.
What does the offer mean
Delivery Hero's EUR 41.50 cash offer from Uber stands 9.88 percent above the Lang & Schwarz price of EUR 37.40. The operating figures provide a separate test: first-half 2026 revenue reached EUR 7.75 billion, up 13.00 percent from first-half 2025, while adjusted EBITDA rose 3.90 percent to EUR 427.00 million from EUR 412.00 million, according to Admirals. The next update will show whether operating progress can offset the regulatory uncertainty around the transaction.
Dates that matter next
Delivery Hero's next reporting date is October 28, 2026, when it is scheduled to publish its third-quarter trading update, according to Delivery Hero. The acceptance period for the Uber offer ends on November 5, 2026, according to Admirals.
Stock remains below offer
The stock's EUR 37.40 quote leaves it below the EUR 41.50 cash consideration, while the Taiwan decision introduces another approval issue for the delivery platform. Delivery Hero operates in around 65 countries and is included in the MDAX.
Delivery Hero was trading at EUR 37.40 at Lang & Schwarz on October 23, 2026 at 10:29 a.m. CEST, 0.13 percent below the Xetra close of October 22, 2026 at EUR 37.45. The further course of trading is shown by the continuously updated real-time quote of Delivery Hero stock.
Delivery Hero stock facts
- Company: Delivery Hero SE
- ISIN: DE000A2E4K43
- Ticker: DHER
- Primary exchange: Frankfurt Stock Exchange
- Price Lang & Schwarz (as of October 23, 2026, 10:29 a.m. CEST): EUR 37.40
- Change versus Xetra close: minus 0.13 percent
- Xetra close (October 22, 2026): EUR 37.45
- Market capitalization: EUR 11.5 billion (as of October 23, 2026)
- 52-week range: EUR 14.80-39.83 (as of October 23, 2026)
- Sector / Industry: Consumer Cyclical / Specialty Retail
- Index membership: MDAX
- Next earnings date: October 28, 2026
Market context: Market report MDAX.
