Webjet Group Limited · ASX:WJL
Webjet — Investor Day (March 2025)
27 slides from Webjet's investor day presentation, Mar 19, 2025
Slide 1: Strategy Investor Briefing Update
Strategy Investor Briefing Update. 19 March 2025 1
Slide 2: Important Notices and Disclaimer
Important Notices and Disclaimer. This presentation is dated 19 March 2025 and has been prepared by Webjet Group Limited ACN 679 116 76 ("Webjet" or "Company") Past performance Past performance information given in this presentation is given for illustrative purposes only and is not necessarily a gu
Slide 3: Introducing today's presenters
Introducing today’s presenters. Katrina Barry David Galt Nathaly Naughton Layton Shannos Managing Director & Group CEO Chief Executive Officer - OTA Chief Growth Officer Group Chief Financial Officer 20 years of experience in travel, 18 years of service at Webjet OTA. 20 years of experience in sales
Slide 4: Agenda
Agenda. 1. Key messages 2. Our FY30 plan 3. Initiatives to deliver growth 4. Investing for growth 5. Summary 3
Slide 5: Key messages you should take from today
Key messages you should take from today. The market opportunity for Webjet Group is highly compelling and remains unchanged. We are We have completed a rigorous and substantive strategic review and have strategically a detailed plan to deliver significant growth by FY30. positioned to invest in grow
Slide 6: Our FY30 plan
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Slide 7: Our foundations are strong
Our foundations are strong. Webjet Group represents a unique opportunity to invest in an #1 #2 #3 #4 #5 iconic brand Industry Demonstrated Strong industry Scalable business Highly with excellent leadership & technology fundamentals & with a strong experienced fundamentals. iconic brand expertise & a
Slide 8: The AU/NZ B2C travel market is large
The AU/NZ B2C travel market is large… but we currently only focus in one area. The B2C travel market Our current business is a Total Addressable Market (TAM). domestic flight-led business. Source: BITRE Schedule Dynamic Table Report for nonstop Passenger (Air - All) flights from Australia for travel
Slide 9: Rigorous and substantive strategic review completed
Rigorous and substantive strategic review completed. Undertook a 3-month strategic deep dive in Q4 2024. The outcome of the deep dive. • To achieve robustness, independence and speed, we were We identified several avenues where we can deliver assisted by a leading global strategy firm. significant g
Slide 10: We have a robust plan to double TTV in 5 years
We have a robust plan to double TTV in 5 years. Growth Target - Double FY24 TTV by 2030. Strategic Priorities. 1. Revitalise the iconic Webjet brand to take us to the next $3.2bn+ Targeting horizon. TTV by 2030 2. Expand our TAM – through adjacencies identified in our deep dive. 3. Capturing more of
Slide 11: Initiatives to deliver growth
Initiatives to deliver growth. 10
Slide 12: Detailed plans centred around several big moves
We have detailed plans centred around several big moves to deliver new and profitable growth. Our big moves Taking us from… …to … to 25-30% share of bookings, driven by enhanced Expanding International Flights 20% of bookings are international content and tech and expanded engagement and market shar
Slide 13: Expanding our international flight market share
Expanding our international flight market share. $27bn Why this opportunity excites us… TTV TAM (1) Delivered through more Trip Ninja use cases & Expanded content & pricing options 2024 continued rollout of NDC on international airlines Building 8% New tech & UI enhancements Better UI to increase co
Slide 14: Expanded Hotel & Packages offering
Expanded Hotel & Packages offering. $40bn Why this opportunity excites us… TTV TAM (1) Dedicated marketing to let customers know Leveraging the brand we are more than flights Transforming 2024 c.6% Seamless customisation & enhanced booking from a flight-first New tech & UI enhancements experience mo
Slide 15: A new tailored business travel offering
A new tailored business travel offering. $22bn Why this opportunity excites us… TTV TAM (1) Already service in an unstructured Moving from Currently service business travellers but lose 2024 capacity them as they scale servicing business AU business travel is largely Domestic Opportunity to leverage
Slide 16: Brand insights
Brand insights. Some key insights… We asked 73 % • We knew Webjet had high brand awareness and 3,500 participants is a trusted brand… but confirmed we are not top of mind and could be more relevant for today’s what they thought travellers. Unprompted awareness of Webjet to • The Webjet logo is an ap
Slide 17: Reimagining the brand for a new era
Reimagining the brand for a new era. Revitalising the brand provides an opportunity to: Progress is being made. Build familiarity with our broader suite of products • Current marketing spend delivers incremental ROI but not yet at and overall brand affinity. Be more top of mind. point of diminishing
Slide 18: Loyalty is our untapped opportunity
Loyalty is our untapped opportunity. The opportunity… Strong early signs. Building on • Offer a compelling loyalty proposition to drive repeat purchase and deliver ROI on the • Positive user behaviour observed since launching Member-Only offers in Sep-24 the member marketing investment experience •
Slide 19: Investing for growth
webjet group www.webjetgroup.com
Slide 20: We are investing for growth
We are investing for growth. Strong foundations, disciplined risk and financial management & expectations. • Strong Financial Foundation • Expectations for FY27 and beyond: We anticipate Substantial cash reserves, consistent free cash flow generation and a robust balance sheet provide flexibility –
Slide 21: Summary
webjet group Summary. > on www.webjetgroup.com
Slide 22: We have a robust plan to double TTV in 5 years
We have a robust plan to double TTV in 5 years. Growth Target - Double FY24 TTV by 2030. Strategic Priorities. 1. Revitalise the iconic Webjet brand to take us to the next $3.2bn+ Targeting horizon. TTV by 2030 2. Expand our TAM – through adjacencies identified in our deep dive. 3. Capturing more of
Slide 23: The next horizon: Webjet Group 5yr Growth Strategy
The next horizon: Webjet Group 5yr Growth Strategy. 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 excell
Slide 24: The next horizon: Webjet Group 5yr Growth Strategy
The next horizon: Webjet Group 5yr Growth Strategy. 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 excell
Slide 25: Key messages you should take from today
Key messages you should take from today. The market opportunity for Webjet Group is highly compelling and remains unchanged. We are We have completed a rigorous and substantive strategic review and have strategically a detailed plan to deliver significant growth by FY30. positioned to invest in grow
Slide 26: Thank you
FY25 results are due to be released on 21 May 2025. All event information can be found on the Calendar page of our Investor Centre website. Thank you. 26
Slide 27: Glossary & abbreviations
Glossary & abbreviations. FY24 12 months ending 31 March 2024 FY25 12 months ending 31 March 2025 FY26 12 months ending 31 March 2026 FY27 12 months ending 31 March 2027 FY28 12 months ending 31 March 2028 FY30 12 months ending 31 March 2030 AU/NZ Australia & New Zealand B2C Business to Consumer CAG