Fireside Chat: Grab’s 2026 Playbook: The next growth engines & the future of mobility

Grab is heading into 2026 with scale, profitability and a sizable balance sheet, about US$5.3 billion in cash as of its latest quarterly update, and it’s starting to put that firepower to work. In this fireside chat, Peter Oey breaks down Grab’s capital-allocation and investment playbook – where it’s doubling down across mobility, deliveries and fintech, how it’s underwriting the next wave of tech bets, including EVs and autonomous/remote-driving partnerships and investments, and what ‘next growth’ looks like beyond the core ride-hailing model.
Expect an investor-grade conversation on the trade-offs behind these bets – consumer demand and pricing, unit economics, competitive intensity, and how Grab is building optionality through partnerships and strategic investments, from autonomous tech and hardware supply-chain exposure to new fleet and rental models – as the company positions itself for the next phase of Southeast Asia’s digital economy.