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lastminute.com N.V. (LSMNF) Q4 2025 Earnings Call Transcript

Seeking Alpha

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lastminute.com reported audited 2025 results showing 19% growth in gross travel value and 15% revenue increase to €361 million, exceeding guidance. The CFO highlighted strong top-line and profitability gains during the April 2026 earnings call. Adjusted EBITDA surged 33% despite scaled-up marketing investments, signaling improved operational efficiency. Gross profit rose 10%, reflecting balanced growth amid higher spending to drive customer acquisition. CEO Alessandro Petazzi emphasized strategic expansions in key European markets, citing dynamic pricing and AI-driven personalization as growth drivers. The annual report detailed these initiatives. The company published its 2025 Sustainability Report alongside financial results, aligning with ESG commitments. Investor questions focused on margin sustainability and tech-driven scalability. Analysts from Baader-Helvea and Montega AG participated, probing long-term profitability trends. Management reaffirmed confidence in 2026 outlook, stressing resilience in volatile travel demand.

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SA Transcripts159.19K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call lastminute.com N.V. (LSMNF) Q4 2025 Earnings Call April 2, 2026 4:00 AM EDT Company Participants Julia Weinhart - Head of Investor RelationsDiego Fiorentini - Chief Financial OfficerAlessandro Petazzi - Executive Director & CEO Conference Call Participants Volker Bosse - Baader-Helvea Equity ResearchTim Kruse - Montega AG Presentation Operator Good morning, and welcome to the lastminute.com Full Year 2025 Financial Results Conference Call. Today's call will be hosted by Julia Weinhart, Head of Investor Relations; and joined by Alessandro Petazzi, Chief Executive Officer; and Diego Fiorentini, Chief Financial Officer. [Operator Instructions] Please note that this call is being recorded. At this time, I'd like to turn the call over to Julia, Head of Investor Relations. Please go ahead. Julia WeinhartHead of Investor Relations Thank you, Matilda. Good morning, everyone, and thank you for joining us today for our second call of the year. Today, we will present the final 2025 audited results as previewed in February. We have also this morning published our Annual Report and Sustainability Report 2025. These are now available on our corporate website. Along the results, we will share our latest development. And after the presentation, we will be happy to address your questions. With this, I will hand over to Diego now to start the presentation. Diego FiorentiniChief Financial Officer Thank you, Julia, and good morning to everybody. Today, we released our full year 2025 audited results, fully aligned with the preliminary figures we shared earlier this year. This resulted in a solid top line and profitability growth. Gross travel value grew 19% across the board. Revenue rose 15% to EUR 361 million, exceeding our guidance. Gross profit improved 10% even if we scale up our marketing investments. At the same time, we saw a meaningful acceleration in profitability. Adjusted EBITDA increased 33% to EUR

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