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HomeToGo
HomeToGo (HTG) investor relations material
HomeToGo Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary20 Nov, 2025
Business model and market position
Operates as Europe's leading vacation rental platform, integrating B2B software, tech-enabled services, and an AI-powered B2C marketplace.
B2B segment (HomeToGo_PRO) provides SaaS and full-service management for property owners and managers, contributing ~64% of revenues and ~80% of adj. EBITDA.
B2C marketplace aggregates over 20M vacation rental offers, leveraging AI for search, planning, and reviews.
Highly diversified customer base with no single customer contributing more than ~0.6% to group revenues in B2B.
Vertical integration enables operational synergies, cross-segment growth, and internalized distribution margins.
Financial performance and guidance
Pro forma IFRS revenues expected to reach ~€400M in FY25 (+4% YoY), with adj. EBITDA of ~€40M (+22% YoY).
B2B segment drives revenue growth and profitability, with ~90% recurring and repeat revenues.
Record Q3 2025 revenues (€108.1M, +24% YoY) and adj. EBITDA (€43.0M, +20% YoY).
Free cash flow expected to be positive on a pro forma basis for 2025, despite statutory negative FCF due to seasonality and Interhome consolidation.
Onsite take rate and average basket size continue to rise, especially in core DACH markets.
Strategic developments and acquisitions
Closed transformative Interhome acquisition in August 2025, shifting focus to B2B, tripling profitability, and enabling significant positive free cash flow.
Interhome adds 40,000+ properties, 200+ local service offices, and ~90% repeat revenue with 9-year average contract duration.
~€10M in cost synergies expected within 12-18 months post-acquisition, with further value creation potential identified.
Proven M&A track record, with continued roll-up opportunities in a fragmented European market.
Interhome: How does it enhance B2B resilience?
B2C Marketplace: What is its strategic value?
M&A strategy: How to capitalize on fragmentation?
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Next HomeToGo earnings date
Q4 202519 Mar, 2026
HomeToGo
Next HomeToGo earnings date
Q4 202519 Mar, 2026
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Frequently asked questions
HomeToGo SE is a Luxembourg-based company operating in the travel and short-term rental industry. It manages a global marketplace for vacation rentals, featuring a wide variety of accommodations such as vacation homes, apartments, condos, house boats, and more exotic lodgings like castles and farm stays. HomeToGo provides a platform that aggregates rental listings from major partners including Airbnb, Booking.com, Vrbo, and TripAdvisor, which facilitates the comparison of millions of offers worldwide based on price, location, and amenities. This service aims to help travelers find the ideal accommodation for their trips. The company is headquartered in Luxembourg City, Luxembourg, and its shares are listed on the Xetra.
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