Uber rival inDrive scales beyond ride-hailing to capture more consumer spending

inDrive's expansion into advertising, delivery, and financial services, particularly in emerging markets, presents a direct challenge to established players like Uber in Asia. The company's focus on a cost-conscious customer base, combined with its ability to build an advertising business around an audience harder to reach via other platforms, could carve out a significant niche. With 2 billion impressions served and over 2,000 monthly advertisers for inDrive.Ads, the early numbers are notable. The appointment of former Delivery Hero executive Raphael Zennou to lead food and groceries suggests a serious intent to scale delivery operations, which will require substantial investment. The thing to watch for Asian markets is how inDrive's strategy of leveraging its existing ride-hailing user base translates into sustained adoption for these new services. While 13% of monthly transacting users in 2025 used both mobility and at least one delivery service, the long-term financial significance of these newer businesses for inDrive remains unclear. The company's inDrive.money service, which offers short-term credit to drivers, saw a 118% year-over-year jump in loans in the first half of 2026 in Latin America, indicating potential for similar growth in markets like Indonesia.