Grab will spend about VND 2,950.9 billion, including revenue reduction due to fee reductions and reimbursements, bonuses, driver support, and promotions for passengers.

The National Competition Commission has just announced the results of a review of Grab's pricing and fee policies and solutions to improve consumer rights, driver partners and information transparency.

During the period from late August to mid-September 2026, through monitoring and supervising the market and receiving feedback from a number of driver partners providing passenger transport services through the Grab application, the National Competition Commission (UBCTQG) recorded feedback related to the fares, fees, discounts and deductions policies of Grab Company Limited (Grab).

According to the reflection, the fares of some trips are said to be low or tend to decrease, while driver partners have to bear input costs and fees, discounts, and deductions applied by Grab, affecting actual income. The feedback also suggests clarifying the mechanism for determining and adjusting fares, fees, discounts, deductions as well as notification and changes to these policies.

Within the scope of functions and tasks of state management of competition and consumer rights protection, the National Committee of the National Committee has proactively implemented review and verification activities; Work with Grab, request businesses to provide information, documents and explanations about related content; Work with driver partner representatives to record and clarify feedback on fare policies, fees, discounts, deductions and effects on driver partners' actual income.

The National Committee also worked and collected information and data from a number of other technology ride-hailing service providers in Vietnam to clarify policies being applied in the market; Collect information about Grab's price, fee and discount policies in some Southeast Asian countries where the business provides online ride-hailing services, serving to compare and evaluate policies applied in Vietnam.

Preliminary verification results show that Grab's price policy, fees and deductions include many components, in which platform fees are collected from passengers, application usage fees are collected from driver partners according to a flexible mechanism between trips. Therefore, the assessment needs to consider the overall revenues, deductions, the actual revenue rate of the driver and the provision of information on prices and fees to customers and driver partners.

Accordingly, Grab has proactively proposed 6 groups of solutions related to price policies, fees, deductions and transparency of implementation information from November 10, 2026, specifically as follows:

(1) Reduced platform fees collected from passengers

From November 10, 2026, Grab will reduce platform fees collected from passengers for some short-distance GrabBike and GrabCar trips. Specifically as follows:

| Service | Applicable Platform Fees | Platform fee applicable from November 10, 2026 | Discount amount/trip | | GrabBike, trips from 0 to 2 km | 3,000 VND/trip | 1,000 VND/trip | 2,000 VND | | GrabBike, trips over 2 km to 6 km | 3,000 VND/trip | 2,000 VND/trip | 1,000 VND | | GrabBike, trip over 6 km | 3,000 VND/trip | 3,000 VND/trip | No change | | GrabCar, trips from 0 to 3 km | 5,000 VND/trip | 3,000 VND/trip | 2,000 VND | | GrabCar, trips over 3 km to 4 km | 5,000 VND/trip | 4,000 VND/trip | 1,000 VND | | GrabCar, trips over 4 km | 5,000 - 9,000 VND/trip | 5,000 - 9,000 VND/trip | No change |

In addition, Grab will launch a promotional program of 10% off the total fare for trips with a distance of 10km or more, applicable from February 26, 2027 to December 31, 2027 according to applicable terms and conditions.

(2) Reduce the app usage fee margin for driver partners and limit the total fee collected by Grab

From November 10, 2026, Grab's application usage fee for driver partners reduces from 0% - 28.76% to 0% - 25% of the total value paid by passengers (including freight, surcharges, platform fees, taxes). Accordingly, the total platform fees and flexible application usage fees that Grab enjoys (excluding taxes and collection fees) are actively controlled to not exceed 32% of the total value paid by passengers. Fees and total deductions before and after specific adjustments are as follows:

For GrabBike

| Content | Before adjustment | After adjustment | Reduction | | Application usage fee margin, excluding tax collected | Maximum 28.76% | 0% – 25% | 3.76 points % | | Total fees received by Grab, including platform fees and application usage fees | Maximum 40.60% | 7% – 32% | 8.60 points % | | Total deduction, including Grab's fee and tax collected on behalf Maximum 48% | 14.41% – 39.41% | 8.59 points % |

For GrabCar

| Content | Before adjustment | After adjustment | Reduction | | Application usage fee margin, excluding tax collected | Maximum 28.28% | 0% – 25% | 3.28 points % | | Total fees received by Grab, including platform fees and application usage fees | Maximum 39.81% | 7% – 32% | 7.81 points % | | Total deduction, including Grab's fee and tax collected on behalf Maximum 48% | 15.69% – 40.32% | 7.68 points % |

Thus, after the adjustment, the margin of Grab's revenue per trip decreased from a maximum of 40.60% for GrabBike and a maximum of 39.81% for GrabCar to 7% to 32% of the total value paid by passengers. After deducting fees and taxes, GrabBike drivers receive between 60.59% and 85.59%; GrabCar drivers receive between 59.68% and 84.31% of the total value paid by passengers; Compared to the previous lowest level of 52%, the minimum actual driver acceptance rate increased by 8.59 percentage points for GrabBike and 7.68 percentage points for GrabCar, respectively. In addition to this amount, drivers can also receive additional bonuses and support from Grab according to the conditions of each program.

(3) Reimbursement for trips with revenue sharing deduction exceeding 35%

During the process of working with the National Committee, Grab has reviewed and recorded that about 0.13% of trips from 2024 to present have a deduction exceeding 35% calculated on revenue shared with driver partners (equivalent to 28.76% of the total value paid by passengers for GrabCar and 28.28% of the total value paid by passengers for GrabBike). Therefore, Grab will implement compensation with an expected total amount of about 3.9 billion VND, from November 5, 2026 by automatically adding to the wallet for active drivers; For drivers who have liquidated or stopped cooperating permanently, Grab will notify via SMS and email, requesting to provide the owner's bank account information before November 30, 2026 to receive money. According to Grab's explanation, the affected trips arise due to supply and demand fluctuations at certain times or algorithm errors causing the fare to exceed the system's setting.

(4) Enhance reward programs and support operating costs for driver partners

Grab will use about VND 860 billion for reward programs and support for driver partners in the fourth quarter of 2026, including revenue bonuses during peak hours, meal support, free uniforms and support for drivers with special circumstances; and VND 52 billion for a bonus program to support fuel costs for gasoline vehicles and charging fees for electric vehicles, with the goal of supporting operating costs for drivers.

(5) Promotions and demand stimulation for passengers

Grab will use about VND 1,808 billion to implement promotional programs and stimulate consumption for passengers in the fourth quarter of 2026.

With the above solutions (1) to (5), Grab will spend about 2,950.9 billion VND, including revenue reduction due to fee reduction and reimbursements, bonuses, driver support, and promotions for passengers.

(6) Upgrade the driver partner application interface and make information about Grab's revenue transparent

From November 10, 2026, Grab will upgrade and improve the interface on the Grab Driver application for driver partners to more clearly display revenue, fees, taxes and deductions for each ride; At the same time, strengthen the contact and connection channels between Grab and drivers (such as chat, contacting the switchboard) and apply a check form to help drivers easily check, check and request explanations of revenues, deductions and actual amounts received.

In the coming time, the National Committee will continue to monitor and request Grab to periodically report on the implementation of proposed solutions; At the same time, review information and documents related to price policies, fees, deductions, the actual revenue rate of driver partners and the provision of information to customers to ensure solutions that bring practical benefits to consumers and driver partners, ensuring transparency and fair and healthy competition in the market. In case an issue is detected that shows signs of violating competition laws or laws on protecting consumer rights, the National Committee will consider and handle it according to the provisions of law.

Responding to us about this result, Grab said: "Grab Vietnam has provided information and documents as requested by the National Competition Commission. We appreciate the Committee's assessments and comments and always actively contribute to building a transparent and fair market for participants, while focusing on listening and dialogue to continuously improve.

In parallel with this work process, Grab has proactively researched and proposed a group of solutions to optimize price and service fee structures, increase transparency and promote supply and demand. We will deploy these solutions in the near future and will fully notify users and driver partners through Grab's official communication channels.

Grab is committed to continuing to increase innovation so that Grab's business model increasingly creates more value for the platform economy in Vietnam. We also actively listen to our driver partners so that we can accompany and support them in the most practical and effective way."