TBO Tek Limited — Investor Meet, 04-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TBO Tek reported resilient Q4 financial results, achieving top and bottom-line growth despite geopolitical disruptions in key markets. Management expects Q1 to be better than both Q4 and the prior year's Q1. Strategic investments in market development are yielding results, with SG&A growth tapering off, hinting at operating leverage in FY27. Focus on the luxury travel segment with the new AI-tool 'Voya' and ongoing Classic Vacations integration for North America growth remains key. Cash flows, impacted by timing issues this year, are expected to normalize. Management expresses confidence in the business model's long-term resilience despite current geopolitical uncertainties.