Helloworld Travel Limited (HLO) Earnings Call Transcripts

Helloworld Travel Limited's Latest Earnings Call - June 9, 2026

In the trading update for Helloworld Travel Limited (HLO:AU) for the June quarter of 2026, the company reported a significant decline in forward bookings, now down 4% from a previous expectation of a 30% increase. This decline is attributed to ongoing geopolitical tensions affecting Middle Eastern travel routes, resulting in approximately $170 million in ticket refunds. Management has adjusted full-year revenue guidance to a range of $57 million to $62 million, down from an earlier range of $64 million to $72 million, reflecting the impact of these cancellations and ongoing uncertainties in the market.

Reported metrics

Guidance from management

Management anticipates a recovery in travel demand within 60 to 90 days following the resolution of the ongoing conflict, with a cautious outlook for the next quarter given current geopolitical conditions.

What management said

Yes, no. So at this point in time, we won't be disclosing the margins. I think Andrew has made some comments around the revenue margin that we still need to wait to see where they will land given the mix of airlines and in particular, the shift that's sort of taken -- that's gone towards some of the Asian carriers. But at this point in time, we're not providing those margins.

Phil, so I'll pass over to -- I can -- we can both answer that question, but I'll pass over to Mike, who's been heavily -- obviously, is heavily involved in this every year, but it's been up to his neck in the weeds in the last few months.

What analysts pressed on

Analysts expressed concerns regarding the impact of ongoing geopolitical tensions on future bookings and revenue margins, particularly with the shift towards Asian carriers potentially affecting profitability. There were also questions about the company's cash flow management and the implications of the RBA surcharging ban on agents.

Main topics on the call

• Impact of Geopolitical Tensions — Management noted that the ongoing conflict in the Middle East has significantly affected travel patterns, stating, 'people who are booked, particularly on Middle Eastern carriers... had to either, one, accept the cancell...
• Revised Revenue Guidance — The company revised its revenue guidance for the fiscal year to $57 million to $62 million, down from $64 million to $72 million, with management explaining, 'we're just taking a fairly conservative approach as to where ...
• Shift in Booking Patterns — Management observed a shift in customer bookings towards Asian carriers, indicating that 'availability on both Qantas and Singapore Airlines... shrunk away to virtually 0 within about 2 or 3 weeks.' This shift is expecte...
• Future Booking Trends — Despite the current challenges, management reported that forward bookings for July and the September quarter are 'up significantly on the same time in the prior year,' suggesting a potential recovery in demand as the sit...

Read the full Helloworld Travel Limited transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 Helloworld Travel Limited earnings call transcripts on record, spanning October 22, 2025 to June 9, 2026. Based on this history, Helloworld Travel Limited reports semi-annually. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HLO

Exchange

ASX

Country

AU

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

3

First call

October 22, 2025

Most recent

June 9, 2026

Reporting cadence

semi-annually