Web Travel Group Unsp/Adr (WEJTY) Q4 2026 Earnings Call

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.385 -- 00:00:05.128 Welcome, everybody, to the Web Travel Group full year 26 00:00:05.772 -- 00:00:07.173 results. 00:00:07.173 -- 00:00:12.600 Joining me today is our CFO, Tony Rustefsky, and in a change to the advertised run sheet, 00:00:12.600 -- 00:00:17.947 Shelley Beasley, our Global Chief Operating Officer, will also present. 00:00:17.947 -- 00:00:20.410 Since our launch in 2013, 00:00:20.410 -- 00:00:25.192 with the obvious exception of COVID, we've consistently outperformed the markets. 00:00:25.192 -- 00:00:30.298 In a satisfying return to form, FY26 has continued that sequence after 00:00:30.298 -- 00:00:33.179 a disappointing FY25. 00:00:33.862 -- 00:00:39.289 If we have a look at slide three, the most satisfying component 00:00:39.289 -- 00:00:44.375 of our results this year is our market leading growth without margin 00:00:44.375 -- 00:00:45.917 compromise. 00:00:45.917 -- 00:00:50.723 As we can see, our TTV is up 20% to $5.8 billion. 00:00:50.723 -- 00:00:54.098 We've continued to increase our market share. 00:00:54.098 -- 00:00:58.663 In particular, we've been able to do that across the Americas and Europe, and we'll talk 00:00:58.663 -- 00:01:01.045 about that during the presentation. 00:01:01.045 -- 00:01:04.469 And we've been able to do that while expanding our margins. 00:01:04.469 -- 00:01:07.570 Our revenue is up 20%, 00:01:07.932 -- 00:01:13.398 and it's particularly gratifying to see that the second half margin 00:01:13.398 -- 00:01:16.060 was 7.1% up 00:01:16.060 -- 00:01:20.623 on the corresponding period in FY25. 00:01:20.865 -- 00:01:26.835 EBITDA is up 24%. demonstrating our operating leverage coming through the business. 00:01:26.835 -- 00:01:31.922 And as we get to Web Travel Group and we consolidate the corporate costs ...