Webjet Group Limited · ASX:WJL
Webjet — Investor Presentation (November 2025)
35 slides from Webjet's investor presentation, Nov 19, 2025
Slide 1: 1H26 Investor Briefing Results
1H26 Investor Briefing Results. 19 November 2025
Slide 2: Important Notices and Disclaimer
Important Notices and Disclaimer. This presentation is dated 19 November 2025 and has been prepared by Webjet Group Limited ACN 679 116 76 Past performance ("Webjet" or "Company") Past performance information given in this presentation is given for illustrative purposes only and is not necessarily a
Slide 3: Contents
Contents Group Performance Business Unit Updates Webjet OTA Cars & Motorhomes Financial Summary FY26 Outlook Note: • All reference to $ are in AUD unless otherwise stated. • Unless otherwise stated, all financials in this presentation are for Underlying Operations and all comparisons are over the pr
Slide 4: Resilience in challenging domestic leisure market; executing on capital management and strategic plan
Resilience in challenging domestic leisure market; executing on capital management and strategic plan Resilience through challenging travel sector market conditions • Underlying EBITDA(1) down 9%(2); Statutory NPAT up 51%(2) • Disciplined growth investment despite trading conditions; delivered cost
Slide 5: Strengthened revenue margin despite trading conditions; EBITDA margin reflects investment in strategic plan
Strengthened revenue margin despite trading conditions; EBITDA margin reflects investment in strategic plan Bookings TTV Revenue EBITDA 724 $726 $67.9 $14.4 thousand million million million (1) (1) 1.1H25 comparative revised for change in accounting policy, resulting in a $3.6m reduction in revenue
Slide 6: The next horizon: Webjet Group FY30 Strategic Plan
The next horizon: Webjet Group FY30 Strategic Plan Our Vision Our Mission To become the first choice To make travel planning easier, for Australasians to book travel bringing more joy to every journey Our Strategic Priorities Be the leading brands Capture more of Expand the Total Operational in our
Slide 7: Strong progress made in 1H26 against our FY30 Strategic Priorities
Strong progress made in 1H26 against our FY30 Strategic Priorities Be the leading brands Capture more of Expand the Total Addressable Operational in our categories the travel wallet Market excellence • Revitalised OTA brand & • Progressing with loyalty strategy • Deployed Trip Ninja on long-haul • D
Slide 8: Webjet OTA
Webjet OTA The #1 online travel agent in Australia & New Zealand
Slide 9: Despite subdued market, revenue stable with improved revenue margin
Despite subdued market, revenue stable with improved revenue margin Bookings TTV Revenue EBITDA 593 thousand $637 million $58.3 million $21.2 million (1) (1) 1.1H25 comparative revised for change in accounting policy, resulting in a $3.6m reduction in revenue and EBITDA (refer Appendix). 8
Slide 10: Growth in international bookings & revenue margins; opex invested in Strategic Plan initiatives
Growth in international bookings & revenue margins; opex invested in Strategic Plan initiatives Webjet OTA 1H26 1H25* Change • Market conditions: – General cost-of-living pressures Bookings 593k 644k (8%) – Elevated domestic fares following Rex’s exit from major city routes Average Booking Value $1,
Slide 11: International flights: Growing towards FY30 targets
International as a % of total flight bookings International flights: Growing towards FY30 targets Pillars Flight pricing Ancillary attachment Product expansion improvement rates development Achievements in 1H26 • Expanded NDC adoption • Mix & Match (Trip Ninja) • Paid seat selection live on to acces
Slide 12: Hotels & packages: strategy in place with early wins
Key Highlights Hotels & packages: strategy in place with early wins +3,000 new tour products available Pillars Brand awareness & Strategy & technology Product expansion customer acquisition development Achievements in 1H26 • Launched new exclusive • Dedicated marketing • Scoped technology packages i
Slide 13: Market-leading customer service experiences
Market-leading customer service experiences • Building in-house centre of Webjet excellence in Manila as a scalable OTA 2025 Most outstanding OTA-Established service and sales base to support Awards at the 2025 National Travel Industry Awards in October 2025 growth initiatives • Expanded AWS Connect
Slide 14: Cars & Motorhomes
Cars & Motorhomes Global car & motorhome rental ecommerce sites (formerly GoSee)
Slide 15: Restructured, streamlined, and delivering results
Restructured, streamlined, and delivering results Bookings TTV Revenue EBITDA 131 $89 $9.4 $1.0 thousand million million million 14
Slide 16: Realised increased returns
Realised increased returns Cars & Motorhomes 1H26 1H25 Change • 1H26 EBITDA $1.0 million, up from $0.2m, reflecting simplification of product offering and increased automation Bookings 131k 140k (6%) • 1H26 Revenue down 4%: Average Booking Value $679 $650 +4% – Cars Bookings down 6% correlated with
Slide 17: Automation driving efficiencies
Customer Self-Service Automation driving efficiencies 88% 74% 53% 53% Pillars 28% 36% 0% 0% Brand awareness & Product enhancement Affiliate & Supplier network Amendments Cancellations Amendments Cancellations customer acquisition H1 FY25 H1 FY26 Achievements in 1H26 Cars • Increased automation (self
Slide 18: 1H26 Financial Summary
Financial, 2 Summary es www.webjetgroup.com
Slide 19: Underlying NPAT up 16%, supporting higher returns to shareholders
Underlying NPAT up 16%, supporting higher returns to shareholders Webjet Group Limited See Note Statutory Result Underlying Operations Note 1H26 1H25* 1H26 1H25* 1. Revenue excludes interest income which is disclosed in net interest & Bookings 724k 784k 724k 784k finance costs TTV $726m $752m $726m
Slide 20: Trip Ninja's AI continuing to deliver for OTA and Corporate overheads well-managed
Trip Ninja’s AI continuing to deliver for OTA and Corporate overheads well-managed. Trip Ninja & Corporate 1H26 1H25 Change Non-operating expenses 1H26 1H25 Trip Ninja EBITDA ($1.7m) ($1.4m) (21%) Acquisition costs $0.8m - Corporate overheads ($6.1m) ($6.8m) 10% Restructuring & advisory costs $0.8m
Slide 21: A strong, unleveraged balance sheet to support strategic growth while maximising shareholder returns
A strong, unleveraged balance sheet to support strategic growth while maximising shareholder returns A$m Sep-25 Mar-25* Cash & cash equivalents Cash & cash equivalents(1) 133.6 148.9 • Net cash of $111.9 million(2) Trade receivables & Other assets 19.2 16.4 • Decrease reflects $9.1m payment to the A
Slide 22: Disciplined cash management and strong conversion; inaugural dividend declared above target payout ratio
Disciplined cash management and strong conversion; inaugural dividend declared above target payout ratio A$m 1H26 1H25* Cash from Operations Statutory EBITDA 11.7 12.6 • Underlying cash conversion: 98%(1) Change in working capital (18.5) (9.0) • Change in working capital reflects the ACCC payment an
Slide 23: Focused strategic investment in innovation & technology to accelerate strategic plan
Focused strategic investment in innovation & technology to accelerate strategic plan Continued investment to enhance platforms for growth and advance the strategic plan • Webjet OTA – ongoing enhancements to drive higher customer engagement and retention, support international bookings growth and de
Slide 24: FY26 Outlook
webjet group Group Update FY26_ Outlook www.webjetgroup.com
Slide 25: FY26 outlook
FY26 outlook Trading for 2H26 • Ongoing subdued domestic leisure market - interest rates higher for longer, domestic airfares elevated • No additional near-term international capacity growth • ACCC infringement notice and subsequent brand relaunch delay & marketing pull-back impacted trading into Oc
Slide 26: Reimagined the Webjet OTA brand for a new era
Reimagined the Webjet OTA brand for a new era Rationale for brand refresh 2H26: rolled-out our new look Become the first choice when planning & booking travel and ‘Go Somewhere’ creative platform • Bold transformation • Modernising an iconic brand Build familiarity • Powering the next chapter of gro
Slide 27: Significant brand marketing campaign to underpin brand relaunch
Significant brand marketing campaign to underpin brand relaunch Brand marketing: unlocking value 69% Total TTV earned from ‘Brand Drives long-term growth over Channels & marketing(1) shorter-term performance marketing ~ 1.5x Creates flywheel effect building momentum and Higher conversion on recognit
Slide 28: Delivering widespread brand visibility and engaged viewership since brand re-launch
Delivering widespread brand visibility and engaged viewership since brand re-launch • Prompted brand awareness has increased 5% in AUS and 3% in NZ1 • Social reach coming from new, high-impact takeover formats that Webjet hasn’t used before and are already showing strong signs of improved engagement
Slide 29: New website and creatives are live
New website and creatives are live Discover our refreshed website here and watch our new ads here. 28
Slide 30: Business Travel: advancing growth with a seamless digital platform
Business Travel: advancing growth webjetbusiness.com with a seamless digital platform • Accelerated 1 of our 4 big moves & launched Webjet Early wins post-acquisition Business Travel on 14th October • Strong initial progress and performance over first six weeks + 76% + 187% post-acquisition Increase
Slide 31: With a long history of tech innovation, delivering on AI with more to come
With a long history of tech innovation, delivering on AI with more to come Roadmap to an Agentic AI Enhanced OTA offerings Focused AI Use Cases Future • Trip Ninja Mix & Match live • Partnering with AWS to • A clear roadmap to an on all long-haul return implement AI in customer agentic AI future - f
Slide 32: Progress on the four big initiatives to deliver growth
Progress on the four big initiatives to deliver growth Our big moves Wins1 Grow International • International bookings as % total + 2pp to 22% Flights market share • Revenue per booking + 8% to $98 Expand Hotels and • Ancillaries as % total OTA revenue stable at 31% Packages offering • Growth in pac
Slide 33: Appendix
Appendix www.webjetgroup.com
Slide 34: Change in accounting policy
Change in accounting policy 1H25 FY25 • Comprehensive review of accounting policies following 1H25 Accounting 1H25 FY25 Accounting FY25 completion of FY25 results to ensure alignment with Reported Policy Revised Reported Policy Revised prevailing industry practice Income statement Change Change Reve
Slide 35: Glossary & abbreviations
Glossary & abbreviations. 1H25 6 months ended 30 September 2025 2H25 6 months ended 31 March 2025 1H26 6 months ending 30 September 2025 2H26 6 months ending 31 March 2026 FY25 12 months ended 31 March 2025 FY26 12 months ending 31 March 2026 FY30 12 months ending 31 March 2030 ABV Average Booking V