FY25 Investor Presentation

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Stock Webjet Group Limited (WJL.ASX)
Release Time 21 May 2025, 8:20 a.m.
Price Sensitive Yes
 Webjet Group Limited FY25 Investor Presentation
Key Points
  • Webjet OTA maintains strong EBITDA margins despite subdued domestic demand
  • International bookings and ancillaries driving higher revenue per booking
  • Customer service transformation delivering measurable improvements
  • Cars & Motorhomes business restructuring driving 2H25 EBITDA gains
  • Trip Ninja signing new customers and delivering unique content for Webjet OTA
Full Summary

Webjet Group Limited's FY25 investor presentation provides an overview of the company's performance, key business unit updates, and future plans. The Webjet OTA business maintained world-class EBITDA margins of 43%, despite a 7% decline in bookings due to a softening domestic leisure market and the voluntary administration of regional airline REX. International bookings grew 11% and now account for 21% of total flight bookings, helping to offset the subdued domestic demand. The company also saw growth in higher-margin ancillary products, with non-air ancillaries now comprising 34% of total revenue. The customer service transformation continued, with the establishment of an in-house call center in Manila and the implementation of AI-powered assistance, leading to measurable improvements in cost, service, and customer experience metrics. The Cars & Motorhomes (formerly GoSee) business underwent a restructuring in the second half of FY25, which delivered a $1.4 million increase in EBITDA compared to the first half. The Trip Ninja business signed three new customers, bringing the total to six, and continued to develop its technology to deliver unique content and itineraries for Webjet OTA, including the application of its technology across all multi-stop trip searches and the upcoming integration on long-haul international return flight searches.