OLX Signals Shift of Strategy Towards B2C at Capital Markets Day

OLX Group is pushing forward with a significant pivot from its traditional C2C classifieds model to a more scalable, B2C-led strategy across its verticals, with real estate positioned to benefit heavily from the shift.

Speaking at a recent Capital Markets Day for parent company Prosus, CEO Christian Gisy highlighted that OLX’s property platforms, which span nine markets in Europe and South Africa, are already market leaders in many territories. The next phase, he said, will be driven by a move away from legacy classifieds toward monetising professional customers at scale.

“We are focusing on three categories — jobs, motors and real estate — by now also pivoting away from what we call the C2C, which used to be general classifieds, towards more a B2C-driven business because it allows a far better monetization,” he said.

OLX is the classifieds division of Dutch internet giant Prosus, which itself was spun off from South African media giant Naspers in 2019. Its real estate portal portfolio includes Property24, Otodom and Storia.

OLX Real Estate Classifieds Assets

The change signalled by Gisy is already having an impact in OLX’s real estate segment. Gisy said new monetisation initiatives rolled out in early 2025 have increased average revenue per real estate listing by 44% between March and May. Improvements to OLX’s matchmaking tools have also yielded better user engagement, with a 40% increase in seller reply rates and a faster overall time to first response.

“We are, at the moment, revamping the whole real estate [vertical] with new product, with new offerings that are fitting the users and are fitting our business customers,” Gisy said.

Real estate now sits at the centre of OLX’s broader ambition to grow group revenues by 20% annually and hit 50% EBITDA margins. With the company exiting its transactional OLX Autos business in 2024, the strategic bet is now on its verticals — and their ability to scale profitably via professional clients.

“We believe we can also extract from the ecosystem synergies,” Gisy added, hinting at deeper collaboration between OLX Group and its sister companies under Prosus.

OLX saw real estate revenue grow by 23% in its latest financial reporting for its financial year 2025.