eDreams ODIGEO Grows Net Income Tenfold to €40.3 Million as Prime Reaches 7.8 Million Members

Core Insights - eDreams ODIGEO reported a tenfold increase in net income to €40.3 million, with adjusted net income rising to €63.8 million, up from €14.5 million [1] - The company’s adjusted EBITDA surged by 74% to €138.4 million, indicating strong operational health and efficiency of its subscription model [1] - Prime membership grew by 13% year-on-year, reaching 7.8 million members as of January 2026, up from 6.8 million [1] Financial Performance - Net income increased from €4.1 million last year to €40.3 million [1] - Adjusted net income rose from €14.5 million to €63.8 million [1] - Adjusted EBITDA grew by 74% to €138.4 million from €79.7 million [1] - Net cash from operating activities increased by €31.1 million to €79.1 million [1] Subscriber Growth - The subscriber base increased by 13%, adding 468,000 new members in the first nine months [1] - The company is on track to meet its full-year guidance of 600,000 new members [1] Revenue Quality - Revenue margin grew by 3% to €502.8 million [1] - Prime-related revenue now accounts for 75% of the total Cash Revenue Margin, an increase of 8 percentage points from the previous year [1] Strategic Outlook - eDreams ODIGEO is in a high-conviction investment phase aimed at accelerating growth through fiscal year 2030 [1] - The strategy includes investments in new product segments, expansion into international markets, and flexible payment options [1] - The company targets over 13 million Prime members and more than €270 million in Cash EBITDA by FY30 [1] Shareholder Commitment - The company is committed to a €100 million share buyback over the next two years, having repurchased €23 million in 3Q FY26 [1] - As of February 3, 12 million shares (9.4% of share capital) were cancelled [1] Customer Satisfaction - eDreams Prime member satisfaction reached an all-time high, with a Net Promoter Score (NPS) of 61 in Italy [2]