HBX Group International PLC (CHIX:HBXe)

Half Year 2026 HBX Group International PLC Earnings Call Transcript

May 13, 2026 / 08:30 AM GMT

Release Date Price: €6.6

Transcript

Key Points

Positve

HBX Group International PLC (STU:Q1D) reported a 17% growth in total transaction value (TTV) on a constant currency basis, indicating strong performance across sourcing regions.
The company achieved a 9% increase in adjusted EBITDA, with margins expanding to 53%, driven by operating leverage and productivity initiatives.
HBX Group International PLC (STU:Q1D) has successfully expanded its partnerships, notably with Traveloca and DIDA, enhancing its presence in high-growth markets like Southeast Asia and China.
The company launched a $100 million share buyback program and announced a maiden interim dividend, reflecting strong cash generation and shareholder returns.
HBX Group International PLC (STU:Q1D) is leveraging AI for automation, acceleration, and augmentation, resulting in significant cost savings and improved operational efficiency.

Negative

The Middle East conflict has negatively impacted HBX Group International PLC (STU:Q1D)'s TTV and revenue growth by approximately one percentage point.
The company's take rate declined by 1.3 percentage points year-on-year, primarily due to mix shifts and commercial actions to prioritize volume growth.
HBX Group International PLC (STU:Q1D) faces challenges with geopolitical instability, leading to shorter booking lead times and increased cancellations.
The company anticipates a four percentage point adverse impact on full-year TTV growth due to ongoing Middle East disruptions.
Despite strong performance in other regions, the Middle East conflict has led to a decline in travel flows, affecting HBX Group International PLC (STU:Q1D)'s overall growth trajectory.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HBX.MC - HBX Group International PLC
Half Year 2026 HBX Group International PLC Earnings Call
May 13, 2026 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome everyone.

Thank you very much for coming to our first half results presentation today. I'm Isabel Green. I'm Head of Investor Relations. And before we begin, I'd just like to remind you that today's presentation includes forward-looking statements. The full disclaimer relating to that is at the back of the deck and in the press release today.

We start today on the agenda with our CEO, Nicholas Hus, with a short introduction, and he'll be followed by Brendan Brennan, who has taken you through the financial results in more detail. After that, Nicholas will give an update on our progress against our strategic priorities.

Our prepared remarks today are expected to last for

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