eDreams ODIGEO S.A. (EDDRF) Q2 2026 Earnings Call Transcript

David de la Roz
Director of Investor Relations

Good afternoon, everyone, and thank you all for joining us today for our second quarter fiscal year 2026 results presentation for the 3 months ending 30th of September 2025. I’m David de la Roz, the Director of Investor Relations, at eDreams ODIGEO. As always, you can find the resource materials, including the presentation and our results report on the Investor Relations section of our website. I would like to inform you that today’s presentation will be a little longer than usual as we discuss our new 4-year strategic plan and our financial outlook for the 4-years period.

I will now pass you over to Dana Dunne, our CEO.

Dana Dunne
CEO & Executive Director

Thank you, David. Good afternoon, everyone, and thank you for joining us. Today, we’re going to discuss 3 things: first, we will do a brief update on our first half year results of FY ’26, which are on track; second, we will share our new 4-year strategic plan in which we accelerate significantly Prime member growth and further diversify and strengthen our business; and three, we will discuss the immediate headwind that is hitting us, which is Ryanair that has recently intensified their OTA blocking efforts.

On today’s call, David will take you through the brief update of the first half of FY ’26 results. I will then take you through the key drivers of our new 4-year strategic growth plan. David will follow with the immediate headwind, financial implications and our financial outlook for the new long-term 4-year guidance. I will then share some closing