Tbo Tek Ltd. · NSE:TBOTEK
Tbo Tek — Investor Presentation (March 2026)
14 slides from Tbo Tek's investor presentation, Mar 5, 2026
Slide 1: Investor Presentation filing letter to BSE and NSE
March 05, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5 th Floor, Plot No. C/1 Dalal Street, G Block, Bandra-Kurla Complex, Bandra (E) Mumbai - 400 001, Maharashtra, India Mumbai - 400 051, Maharashtra, India Scrip Code: 544174 Scrip Symbol: T
Slide 2: TBO.com: Travel Simplified Investor Presentation
TBO.com: Travel Simplified Investor Presentation 1
Slide 3: Disclaimer
Disclaimer This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward-looking statements. The future involves risks and uncertainties that could cause actual results to differ materially from the current views being expressed. Th
Slide 4: The Big AI Threats
The Big AI Threats FEAR 1 Channel Shift Could AI agents replace travel booking channels and disintermediate OTAs and B2C platforms entirely? FEAR 2 Human Advisors Can AI replace the convenience and expertise offered by travel professional? FEAR 3 Software Value If software becomes cheap and customis
Slide 5: Agentic Commerce is Imminent, but as a demand channel
What if AI becomes the new travel booking channel? Agentic Commerce is Imminent, but as a demand channel "Find me a Marriott near the beach in Dubai, negotiate a deal, and charge my credit card." AI bots will become demand channels for Travel Distribution AI Chatbots Travel distribution platforms wi
Slide 6: What is the disruption? Online Demand Channel Shift
What if AI becomes the new travel booking channel? What is the disruption? Online Demand Channel Shift Search Engines AI Platforms Critical Question: Who gets affected and how? B2C OTAs Search Engines Brands B2B Players As their demand channel Marketing budgets of travel AI bots may go direct to B2B
Slide 7: What type of demand do travel advisors service?
What if AI Replaces Human Travel Advisors? What type of demand do travel advisors service? Travel Advisors’ Business Luxury Assisted travel Demand Commoditized point-to-point Demand Price Sensitive, Low-value Demand Complex, multi-country itineraries Premium and luxury travellers Single Product Book
Slide 8: Classic Vacations: A window into how luxury travel behaves
Luxury travel behaves differently Classic Vacations: A window into how luxury travel behaves A 47 year old brand in one the most tech savvy countries in the world, that demonstrates how true luxury behaves $1000+ $8,600 $475Mn 80%+ Average Daily Room Rate Average Booking Size (Hotels) Gross Transact
Slide 9: TBO Platinum Program: Enabling Luxury Experiences
Luxury travel behaves differently TBO Platinum Program: Enabling Luxury Experiences Our curated luxury hotel collection offering premium agents access to exclusive content, benefits, and support. As demand for high-touch, experiential travel grows, Platinum is emerging as a strategic lever for suppl
Slide 10: Luxury Connected Trips: high value personalised multiproduct itineraries
Luxury Connected Trips: high value personalised multiproduct itineraries Travel has become increasingly Social Media drives a constant OTAs struggle to fulfil complex, complex and challenging stream of new travel ideas multi-layered itineraries The Opportunity: Large and fast growing opportunity to
Slide 11: Lets understand the threat
If software becomes cheap and customisable, do platforms lose value? Lets understand the threat Write, test and deploy software end to end You can recreate the entire front end of a platform Frontier Models Build a complete search interface Assemble an end to end booking flow - At a fraction of the
Slide 12: TBO: The moat is structural, not cosmetic.
If software becomes cheap and customisable, do platforms lose value? TBO: The moat is structural, not cosmetic. TBO is a two sided platform with 50,000+ annual transacting agents, 1 Million+ hotels in its inventory, deep integrations with global supply, payment rails operating across 88 currencies a
Slide 13: AI is creating multiple Revenue and Cost opportunities for TBO
AI is creating multiple Revenue and Cost opportunities for TBO Revenue Opportunities Cost Opportunities AI ready workflows Lean and Agile AI Itinerary Creator and architecture Organisation Structure Empowering Agents to upsell and improve efficiency Well structured to service AI first High levels wo
Slide 14: Thank You!
Thank You! tbo.com 13