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OTB

On The Beach Group PLC

Travel and Leisure First-pass screen £237m
440/1000 Overall fit
AI beneficiary 35% 20
Operating leverage 25% 78
Valuation 25% 30
Downside protection 15% 65

First-pass take

Online travel platform with proven operating leverage (EBITDA margin +170bps YoY, third consecutive year of improvement) but no meaningful AI revenue exposure. Strong cash position (£96m net) and scalable platform attractive, but travel spending is cyclical and sensitive to consumer weakness. No valuation data provided.

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