TBO Tek Limited — Investor Meet, 05-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TBO Tek reported resilient Q1 FY27 results, achieving top and bottom-line growth despite significant Middle East disruptions. Key drivers were 24% YoY growth in Europe and a diversified market presence. Management emphasized visible operating leverage with EBITDA margins outpacing GP/revenue growth. The Classic Vacations acquisition (now ~25% of hotel GTV) significantly contributes, with full integration by year-end expected to unlock North American market potential. AI initiatives are boosting CX and sales productivity. While Middle East outlook remains fluid, TBO Tek targets continued growth in Q2, historically stronger. The company's strategic investments and focus on efficiency underpin a confident business trajectory.