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eDreams ODIGEO Financial Results 9M 2025 | Record Profitability & Subscriber Growth

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eDreams ODIGEO's 9M 2025 Key Takeaways

Q3 FY25 Financial Results: eDreams ODIGEO’s Record Performance

In-Depth Analysis by CFO Avid Elízaga

In the latest Q3 FY25 financial results presentation, eDreams ODIGEO’s CFO, Avid Elízaga, provides an in-depth analysis of the company’s strong performance, driven by its Prime subscription model. This model, which offers exclusive benefits to subscribers, has been a key driver of our record-breaking profitability. The company has achieved a cash margin surge and a 70% year-over-year increase in quarterly profit, largely due to the increasing maturity of our Prime subscribers.

Key Financial Highlights

Prime Membership Growth

  • Prime subscribers grew 26% YoY, surpassing 7 million members.
  • They are on track to meet the self-imposed target of 7.25 million members by the end of FY25.

Profitability & Revenue Expansion

  • Cash margin surged by 40% YoY, driven by increasing Prime subscriber maturity.
  • Prime cash revenue margin grew 19%, while cash EBITDA increased 52%.
  • Non-Prime revenue showed a smaller-than-expected decline, with a 10% revenue margin increase in Q3.

Free Cash Flow & Shareholder Value

  • €124 million free cash flow generated in the first nine months, up 91% from the prior year.
  • The company repurchased €40 million in shares, reinforcing confidence in its undervalued stock.
  • Plans for further share buybacks as part of the company’s capital allocation strategy.

Strategic Insights & Future Outlook

eDreams ODIGEO is positioned for continued growth with three key targets for FY26:

  • Adding 1 million+ new Prime members,
  • Achieving cash EBITDA between €215-220 million,
  • Generating over €120 million in free cash flow ex non-Prime working capital.

The company remains optimistic despite industry challenges, emphasizing its ability to navigate economic fluctuations, inflation, and travel disruptions. eDreams’ inspiring long-term vision includes expanding Prime’s market penetration, enhancing customer experience, and maintaining industry leadership in the subscription-based travel model.

Conclusion

With Prime now contributing 83% of total cash marginal profit, eDreams ODIGEO has proven the sustainability of its business model. The company’s unwavering commitment to delivering exceptional financial results, outperforming industry trends and unlocking substantial shareholder value, provides investors with a sense of security. They can expect strong profitability, robust subscriber growth, and an expanding free cash flow trajectory as eDreams advances towards its FY25 and long-term financial targets.

This presentation reaffirms eDreams ODIGEO’s competitive advantage, setting the stage for further innovation, growth, and financial success in the evolving travel industry.

Chapters
  • eDO continues to show strong growth
  • Prime delivers significant uplift in profit margins as the Prime member
  • eDO is a subscription business focused on travel.
  • Strong growth in Cash EBITDA(*)
  • On track to meet FY25 targets
Resources
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eDreams ODIGEO Video Hub
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David Elizaga
CFO | eDreams ODIGEO

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David de la Roz Fernandez | IR eDreams ODIGEO

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Release Date

February 28, 2025

Duration

15:05

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