Tourism Holdings Limited Ordinary Shares

THL.NZX

Consumer Discretionary

Tourism Holdings Limited is New Zealand's premier tourism company. It is the largest provider of holiday vehicles for rent and sale in Australia and New Zealand under the Maui, Britz, Mighty, KEA Australia and Motek Vehicle Sales brands. In the USA it owns and operates the Road Bear RV Rentals and Sales brand. Within New Zealand, Tourism Holdings Limited also operatse Kiwi Experience and the Discover Waitomo Group which includes Waitomo Glowworm Caves, Ruakuri Cave, Aranui Cave and The Legendary Black Water Rafting Co. In 2012 the company entered in a joint venture to form RV Manufacturing Group LP, New Zealand's largest motorhome and specialist vehicle manufacturer. RVMG LP has operations both in Auckland and Hamilton.

Market Data

Price

$2.650

+0.2%
Market Cap

$586.2M

P/E Ratio

-27.2x

EPS

$-0.097

Div. Yield

4.42%

52-Week Change

+0.9%

Recent Announcements

29 May 2026 Guidance Neutral

Market update - revised FY26 guidance

Tourism Holdings Limited revised down its FY26 underlying net profit after tax guidance from $43-47 million to $40-43 million and raised net debt guidance from below $400 million to $460-470 million, citing global travel disruptions, Middle East conflict impacts on vehicle sales, softer Australian domestic rental conditions, and adverse foreign exchange movements of approximately $10 million.

20 May 2026 Leadership Neutral

Director Resignation and Appointment

Tourism Holdings Limited announces the resignation of Independent Director Gráinne Troute, effective end of May 2026 after 11 years of service, and appoints Barbara Chapman CNZM as her replacement director, effective immediately. Chapman brings extensive executive and governance experience, including as former CEO of ASB Bank and current Chair of Genesis Energy.

9 Apr 2026 Insider Neutral

Ongoing Disclosure Notice

Oliver Farnsworth, Chief Financial Officer of Tourism Holdings Limited, exercised 33,334 unlisted LTI options on 1 April 2026, resulting in the issue of 33,334 ordinary shares at nil consideration. Following this transaction, Farnsworth holds 38,334 ordinary shares, 1,377,334 unlisted LTI options, and 25,224 retention share options.

2 Apr 2026 Neutral

Capital Change Notice

Tourism Holdings Limited's 365,000 unlisted Long Term Incentive Scheme options expired on 2 April 2026 as they were not exercised and/or vesting conditions were not met, reducing the total unlisted LTI options outstanding from approximately 12.4 million to 12.053 million (representing 2.94% of the class).

1 Apr 2026 Neutral

Capital Change Notice

Tourism Holdings Limited issued 100,001 ordinary shares on 1 April 2026 following the exercise of 100,001 unlisted LTI options at an exercise price of $1.57 per share under its Long Term Incentive Scheme 2017, representing 0.05% of the total class.

1 Apr 2026 Neutral

thl completes sale of UK & Ireland business

Tourism Holdings Limited (NZX:THL, ASX:THL) has completed the sale of its UK & Ireland business effective 31 March 2026, as previously announced on 16 February 2026.

31 Mar 2026 Neutral

Updated Appendix 3A.1 - Notification of Dividend

Tourism Holdings Rentals Limited (THL) has updated its dividend notification for the half-year ending 31 December 2025, providing the AUD exchange rate (AUD 1.00 = NZD 1.19803522) for its ordinary dividend of NZD 0.03529412 per security (AUD 0.02946000 equivalent), payable on 10 April 2026.

30 Mar 2026 Neutral

Capital Change Notice

Tourism Holdings Limited (THL) issued 2,875,000 unlisted Long Term Incentive Options to senior executives on 27 March 2026, representing 29.81% of the total class, bringing total outstanding options to 12,518,001. The options vest over three years and are convertible into ordinary shares at an exercise price based on a 20-day volume weighted average price plus adjustments for cost of capital and dividends.

23 Mar 2026 Neutral

Senior Manager Change

Tourism Holdings Limited appointed Kate Meldrum, Chief Operating Officer – North America, to the newly created role of Group Chief Operating Officer, while Anthony Kayaleh was promoted from Vice President, USA Operations to Chief Operating Officer – USA, with changes effective April 2026 aimed at enhancing operational synergies and cost savings across the group.

18 Mar 2026 Supplementary Neutral

Presentation to NZ Shareholders Association

Tourism Holdings Limited (NZX:THL, ASX:THL) hosted a presentation to the New Zealand Shareholders Association on 18 March 2026, reaffirming FY26 underlying NPAT guidance of $43m-$47m and noting immaterial impacts from U.S./Israel/Iran conflict on ANZ rental bookings and international booking intakes, which are expected to be temporary deferrals.

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