Tongcheng Travel Holdings Ltd (OTCPK:TNGCF)

Q1 2026 Tongcheng Travel Holdings Ltd Earnings Call Transcript

May 21, 2026 / 11:30 AM GMT

Release Date Price: $2.8

Transcript

Key Points

Positve

Tongcheng Travel Holdings Ltd (FRA:TEM) reported a 14.4% year-over-year revenue growth, reaching RMB5 billion in the first quarter of 2026.
The company's adjusted net profit increased by 19.4% year-over-year to RMB941 million.
The accommodation business showed robust growth, with high-quality hotel room nights sold increasing by approximately 4 percentage points year-over-year.
The company successfully expanded its global supply network and enhanced operational efficiency in its international accommodation segment.
Tongcheng Travel Holdings Ltd (FRA:TEM) continues to leverage AI technology to optimize operational efficiency and enhance user experience, positioning itself well in the emerging AI ecosystem.

Negative

The tourism business experienced a revenue decline of 5.0% year-over-year, primarily due to geopolitical risks affecting outbound package tours.
Rising fuel prices and airfares have created pressure on both supply and demand in the aviation market, impacting air ticketing volume.
The transportation segment is expected to face growth pressure in the second quarter due to higher airfares and reduced flight capacity.
The percentage of selling and marketing expenses increased in the first quarter, reflecting higher costs in capturing demand.
The train ticketing business faces regulatory challenges, with express ticketing services contributing only a low single-digit percentage of transportation revenue.

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

0780.HK - Tongcheng Travel Holdings Ltd
Q1 2026 Tongcheng Travel Holdings Ltd Earnings Call
May 21, 2026 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Contravel's 2026 First Quarter Results Conference Call.

I'm Carly Yang, Investor Relations Director of the company.

Joining us today on the conference call are our Co-Chairman of the Board, Executive Director and CEO, Mr. Hog Ma our CFO, Mr. Julian Zheng our Chief Capital Officer and President of Wonder Hotels & Resorts, Ms. Joyce Lee.

For today's call, our management team will provide a review of the company's performance in the first quarter.

Hope will brief us on the company's strategies. Joyce will discuss our business and operational highlights, and then Julian will address the details of financial performance accordingly.

We'll take your questions during the

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