Hostelworld Group PLC (OTCPK:HSWLF)

Half Year 2026 Hostelworld Group PLC Earnings Call Transcript

Jul 29, 2026 / 08:00 AM GMT

Release Date Price: $1.25

Transcript

Key Points

Positve

Net revenue increased by 12%, aligning with the company's guidance and demonstrating strong growth.
Social member messaging grew by 65% year-on-year, indicating a compounding social network.
The company returned to a net cash position of $2.5 million, reflecting strong cash generation.
Adjusted EBITDA rose by 11% to $8.2 million, showing improved profitability.
The effective commission rate increased to 17.7% due to the Elevate product, enhancing revenue per transaction.

Negative

The Middle East conflict negatively impacted transaction growth, which would have been higher without this external factor.
Marketing costs remain high, consuming 49% of revenue, although slightly improved from 51%.
Operating costs increased by over $2 million due to investments in strategic areas, impacting overall expenses.
The conflict in the Middle East affected long-haul travel demand, particularly from Asia and Oceania.
Revenue from North Asia declined due to a weaker yen, affecting overall regional performance.

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

HSW.L - Hostelworld Group PLC
Half Year 2026 Hostelworld Group PLC Earnings Call
Jul 29, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome, everybody.

I'm delighted to have you join us for our interim results in 2026.

I'm joined today by Caroline Sherry, our CFO, and David Brady, our Head of Investor Relations.

And we're going to go through the presentation today and reserve some time for Q&A. If you send your questions to David will pass those out and then ask us at the end of the presentation.

So if you could turn to slide 5, please.

So before I take you through the detail, let me give you the shape of the half year.

Reported net transactions were 3.8 million, up 1%. Adjusting for the Middle East conflict, we estimate that net transactions would have been circa 4%. Net average transaction

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