(AI video summary)
This video was created on 25 November 2025 for IG audiences by ausbiz.
ASX code: WEB
Web Travel Group posts record first-half results as shares surge 9%
Web Travel Group delivered a record first-half (H1), reporting earnings before interest, tax, depreciation and amortisation (EBITDA) up 21% to $94 million, bookings up 18%, and revenue up 20%.
Trading remains strong, with total transaction value (TTV) up 23% in the first seven weeks of the second half (H2). The group reaffirmed underlying earnings guidance of $147 million to $155 million.
Shares jumped 9% despite news the chief financial officer (CFO) will leave in May 2026. Analysts highlighted margin expansion, with the 6.5% margin beating guidance, likely lifting forecasts.
Business model
Web Travel Group was spun out of Webjet, separating its consumer booking platform from its business-to-business (B2B) arm, WebBeds. WebBeds connects hotels and travel agents via a marketplace, enabling bulk room sales and competitive bidding.
Investment outlook
Analysts see upside despite valuation concerns, with potential for the stock to reach $5. Private equity interest in Webjet suggests possible corporate activity.
