Stock of the day
Web Travel Group delivered strong first-half results with EBITDA of $94 million, up 21%, alongside higher bookings and revenue, reinforcing its positive outlook for FY2026.
(AI video summary)
This video was created on 25 November 2025 for IG audiences by ausbiz.
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.
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.
Analysts see upside despite valuation concerns, with potential for the stock to reach $5. Private equity interest in Webjet suggests possible corporate activity.
This information has been prepared by IG, a trading name of IG Australia Pty Ltd. In addition to the disclaimer below, the material on this page does not contain a record of our trading prices, or an offer of, or solicitation for, a transaction in any financial instrument. IG accepts no responsibility for any use that may be made of these comments and for any consequences that result. No representation or warranty is given as to the accuracy or completeness of this information. Consequently any person acting on it does so entirely at their own risk. Any research provided does not have regard to the specific investment objectives, financial situation and needs of any specific person who may receive it. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication. Although we are not specifically constrained from dealing ahead of our recommendations we do not seek to take advantage of them before they are provided to our clients.