HomeToGo SE (HTGOF) Q4 2025 Guidance Call Transcript

Operator

Good morning, ladies and gentlemen, and a warm welcome to today’s investor and analyst call of HomeToGo, following the publication of the updated full year 2025 financial guidance.

I’m delighted to welcome the Co-Founder and CEO, Dr. Patrick Andrae; COO, Valentin Gruber; as well as CFO, Sebastian Bielski, who will speak in a moment. After the presentation, we will move on to a Q&A session, in which you will be allowed to place your questions directly to the management.

So let’s dive straight into the presentation. Dr. Andrae, the stage is yours.

Patrick Andrae
Co-Founder, CEO & Member of Management Board

Thank you. Good morning, dear analysts and investors, and a very warm welcome. Thank you for joining us today. We are thrilled to discuss the implications of the successful closing of our acquisition of Interhome, Europe’s second largest vacation rental management company, marking the beginning of a new era for the HomeToGo Group. Today, we will also share our updated financial guidance for 2025, reflecting this transformation. But first, let me show you what we have planned for today.

We have structured our call into 3 key sections to give you a comprehensive overview. First, I will give you an overview of how the landmark acquisition of Interhome fundamentally repositions HomeToGo as Europe’s leading vacation rental group, marking not only the largest, but also the most transformative deal in our history. Second, our COO, Valentin, will give you a detailed look into the Interhome business. And finally, our CFO, Sebastian, will present our updated 2025 financial guidance and a look at