HBX Group International (HBX) Investor presentation summary

Strategic positioning and business model

• Operates as a leading global B2B travel technology marketplace, connecting over 300k hotels and 60k distribution partners across 170+ markets.

• Focuses on accommodation, mobility & experiences, hoteltech, and fintech & insurance, offering a diversified product suite.

• Leverages a pure B2B model, not competing for end customers, and maintains long-standing supplier and distributor relationships.

• Provides direct sales capabilities to hotels and advanced data analytics to optimize performance.

• Maintains a structurally negative net working capital cycle, generating sustainable cash flow.

Market environment and growth opportunities

• Operates in a large, fragmented, and structurally high-growth travel market, with accommodation, hoteltech, mobility & experiences, and fintech & insurance sectors showing strong CAGRs.

• Market trends include resilient travel demand, increased reliance on intermediaries, and post-pandemic normalization.

• Over 500k accommodation suppliers and 400k+ B2C distributors globally, with significant upside from product and geographic expansion.

• More than 50% of suppliers and B2C intermediaries expected to increase B2B marketplace usage.

Technology and data capabilities

• Completed a technological transformation to a cloud-native, microservices-based platform with 99%+ uptime.

• Handles 7.8bn daily searches and 80k requests per second, with a 400TB+ data lake.

• AI and machine learning drive automation, personalization, and dynamic pricing, enhancing customer experience and operational efficiency.

• Advanced analytics provide actionable insights for both suppliers and distribution partners.