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Yatra Online Limited (IN:YATRA)
:YATRA
India Market

Yatra Online Limited (YATRA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 29, 2026
Before Open (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
1.5
Last Year’s EPS
1
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:Feb 11, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented multiple clear operating and financial positives — double-digit YoY growth in key booking metrics (Air +22%, Hotels & Packages +20%), strong margin expansion (Air adjusted margins +40% YoY; overall gross margins improved), meaningful corporate client additions (40 new clients, INR 2.2B potential) and early traction on new product offerings (8 expense-management customers). Offsetting these were temporary, one-off operational disruptions from an airline schedule issue that led to MICE deferments, some working capital strain and a small rise in gross debt. Management characterizes the negatives as transitory and emphasized structural tailwinds (government budget support, AI/product investments, large addressable corporate market). Overall the positives materially outweigh the transitory negatives.
Company Guidance
The management guided that the quarter’s temporary airline disruption was a one‑off and that momentum should resume over the next 3–4 quarters, with deferred MICE bookings expected to roll into Q4 (and some into Q1), consumer-facing business back on a growth and margin-improvement path, and continued scaling of higher‑margin Corporate Travel; key metrics cited include Q3 consolidated revenue +10% YoY to INR 2,577 million, Air gross bookings +22% YoY to INR 16,931 million with passenger volume ~1,491,000 (+13% YoY, well above ~1% industry growth), Air take‑rate rising from 6.2% to 7.1% and Air adjusted margins +40% YoY to INR 1,195 million, Hotels & Packages room nights +22% to 508,000 and gross bookings +20% to INR 4,306 million (hotels standalone would have grown >30%), hotel take‑rate moderating 12.2%→11.7% while gross margin improved 9.7%→10.2% and Hotels adjusted margins +15% YoY to INR 502 million; corporate traction includes onboarding 40 new corporates adding INR 2.2 billion of annual billing potential, ~1,300 corporates onboarded of a ~13,000‑addressable market, online penetration ~23%, 8 customers on the new expense management platform, a quarter B2B:B2C mix of ~60:40 (9‑month avg 65:35), cash & term deposits INR 2,042 million and gross debt INR 583 million (vs INR 546 million at 3/31/25).
Consolidated Revenue Growth
Revenue from operations grew 10% year-on-year to INR 2,577 million (≈$29M) for Q3 FY2026.
Air Ticketing: Strong Bookings, Volume and Margins
Air gross bookings rose 22% year-on-year to INR 16,931 million (≈$188M). Air passenger volume was ~1,491,000, up ~13% year-on-year. Air adjusted margins rose ~40% year-on-year to INR 1,195 million (adjusted margin percentage improved from 6.2% to 7.1%). Take rates improved from 6.2% to 7.1%, reflecting stronger B2C demand.
Hotels & Packages Growth and Margin Expansion
Hotel room nights increased 22% year-on-year to 508,000. Gross bookings in Hotels & Packages grew 20% year-on-year to INR 4,306 million (≈$47M). Adjusted margins expanded ~15% year-on-year to INR 502 million. Gross margins improved from 9.7% to 10.2% year-on-year.
Corporate Travel Momentum and New Clients
Onboarded 40 new corporate clients in the quarter, adding an annual billing potential of INR 2.2 billion. B2B remains a large portion of mix (quarterly B2B:B2C ≈ 60:40 vs 9-month average 65:35) and online penetration in corporate travel is ~23%, indicating significant runway.
Product & Sales Traction — Expense Management and GTM Sharpening
Early traction for the expense management solution: 8 customers onboarded. Management has restructured go-to-market into three pillars (elite large-enterprise sales, SME digital/inside sales, and key-account farming) and increased product/tech hiring to accelerate differentiated offerings (AI-enabled self-booking and predictive procurement).
Liquidity and Financial Position
Cash and cash equivalents plus term deposits stood at INR 2,042 million (≈$23M) as of December 31, 2025. Management emphasized government budget tailwinds for travel (e.g., TCS on overseas tour packages = 2%) and supportive infrastructure initiatives.

Yatra Online Limited (IN:YATRA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

IN:YATRA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 29, 2026
2026 (Q4)
1.50 / -
1
Feb 11, 2026
2026 (Q3)
1.14 / 0.52
0.64-19.53% (-0.13)
Nov 11, 2025
2026 (Q2)
1.00 / 0.91
0.582.00% (+0.41)
Aug 08, 2025
2026 (Q1)
0.57 / 1.10
0.38189.47% (+0.72)
May 29, 2025
2025 (Q4)
0.48 / 1.00
0.5388.68% (+0.47)
Feb 10, 2025
2025 (Q3)
0.64 / 0.64
0.07814.29% (+0.57)
Nov 12, 2024
2025 (Q2)
0.49 / 0.50
-1.48133.78% (+1.98)
Aug 12, 2024
2025 (Q1)
1.02 / 0.38
0.523-27.34% (-0.14)
May 30, 2024
2024 (Q4)
0.71 / 0.53
Feb 14, 2024
2024 (Q3)
- / 0.07
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

IN:YATRA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 11, 2026
₹148.40₹150.30+1.28%
Nov 11, 2025
₹145.05₹164.75+13.58%
Aug 08, 2025
₹98.47₹95.87-2.64%
May 29, 2025
₹105.01₹104.08-0.89%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Yatra Online Limited (IN:YATRA) report earnings?
Yatra Online Limited (IN:YATRA) is schdueled to report earning on May 29, 2026, Before Open (Confirmed).
    What is Yatra Online Limited (IN:YATRA) earnings time?
    Yatra Online Limited (IN:YATRA) earnings time is at May 29, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Yatra Online Limited stock?
          The P/E ratio of Yatra Online Limited is N/A.
            What is IN:YATRA EPS forecast?
            IN:YATRA EPS forecast for the fiscal quarter 2026 (Q4) is 1.5.