In a year defined by significant macroeconomic headwinds and a notable cooling of the VIP segment across Southeast Asia, Travellers International Hotel Group Inc. has emerged as a resilient leader.
The operator of Newport World Resorts reported stronger financial results for 2025, driven by a surge in net gaming revenue and strategic cost-efficiency measures that successfully offset a dip in hospitality income.
Gaming Resilience and Financial Optimization
Travellers Interntaional recorded a total income of Php31.9 billion ($532 million) in 2025. The standout metric was the 4% growth in gambling income, which reached Php24.2 billion ($563 million). Even more impressive was the company’s attributable profit, which climbed 21% to Php1.5 billion ($25.0 million).
This bottom-line surge was bolstered by a sharp reduction in financial charges, allowing the group to retain a larger portion of its operational earnings.
This performance is particularly noteworthy given the industry-wide slowdown caused by declining tourist arrivals from critical markets like South Korea and China. While other Entertainment City operators faced immense pressure, Newport World Resorts leveraged its established local and mass-market base to maintain an upward trajectory.
Navigating Hospitality Shifts
While the gaming floor thrived, other revenue streams saw a modest 4% decline to Php7.6 billion ($127 million). Management attributed this to a “high base effect,” noting that the prior year had seen exceptional performance in the hotel sector. Despite this, the group’s overall EBITDA rose by 7%, reaching Php9.0 billion ($150 million).
Alliance Global Group (AGI) CEO Kevin Tan expressed confidence in the group’s diversified portfolio:
“The group delivered another strong financial and operating performance in 2025 despite macroeconomic headwinds. Most of the company’s businesses outperformed peer levels, particularly in the office, retail residential, and leisure and hospitality segments. Profitability was supported by conscious cost efficiency measures, which the group intends to continue applying across the business.”
Looking toward 2026, Tan indicated that the company remains “cautiously optimistic,” focusing on preemptive actions to mitigate geopolitical trends while continuing to scale its flagship gaming and hospitality assets in Manila.
