Yatra Online Limited (IN:YATRA)
:YATRA
Want to see IN:YATRA full AI Analyst Report?
Earnings Data
Report Date
Oct 19, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.91Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a strong full-year operational and financial performance — double-digit top-line growth, expanded gross margins, and a 64% increase in adjusted EBITDA — driven by air and hotel momentum, corporate customer wins and scalable API-led distribution. However, the quarter was materially affected by geopolitical headwinds that caused a 14% Q4 revenue decline, significant Q4 EBITDA weakness and cancellations/deferrals in MICE and international corporate travel. Management points to early signs of recovery (Q1 run rates ~20% above Q4) and a confident medium-term outlook (20% RLSC CAGR and ~30% adjusted EBITDA CAGR), indicating the positives outweigh the near-term disruptions.Company Guidance
Record Full-Year Revenue Growth
FY26 revenue from operations grew 27% year-over-year to INR 10,074 million (~$107M), marking the company's strongest full-year top-line performance in its 20-year history.
Expanded Gross Margin (Revenue Less Service Costs)
Revenue less service costs (gross margin) rose 22.6% year-over-year to INR 4,801 million, demonstrating improved profitability at scale for FY26.
Strong Adjusted EBITDA Improvement
Adjusted EBITDA increased 64% year-over-year to INR 564 million (~$6M) for FY26, reflecting operating leverage and disciplined cost control; full-year EBITDA improved to INR 266 million (~$3M), a 31% YoY increase.
Air Segment Outperformance
Full-year air gross bookings (TTV) grew 12% YoY to INR 61,874 million (~$659M). Air gross margin rose 30% YoY to INR 2,449 million with margin improving from 3.42% to 3.96%. Q4 air passenger volumes were up ~9.6% YoY (quarter) while full-year passenger volumes increased 2% to 5,395,000.
Hotels & Packages Momentum
Hotels and packages saw strong demand with hotel room nights up 16% YoY to 1,936,000 (FY26) and Q4 room nights up 36% YoY. Hotels gross bookings rose 27% YoY to INR 16,578 million (~$177M) and gross margin expanded 34% YoY to INR 1,502 million with margin improving from 8.60% to 9.25%.
Corporate Bookings and Retention Strength
Yatra added 163 new corporate customers in FY26 with an annual billable potential of ~INR 9,568 million (~$102M), up from 148 customers (~INR 7,475M) in FY25. Corporate customer retention remains high at ~97%, and Q4 saw 55 new corporate clients (annual billable ~INR 2,709M).
Platform, API Distribution and Early Recovery Signals
API-led distribution and Google Cloud migration improved hotel distribution and scalability; total transactions rose 15.2% YoY in Q4 and gross bookings grew 8% YoY in Q4. Management reports Q1 run rates trending ~20% above Q4, indicating early recovery momentum. Cash and equivalents stood at INR 2,512 million (~$26.7M) at March 31, 2026.
IN:YATRA Earnings History
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 |
|---|---|---|---|
May 22, 2026 | ₹101.45 | ₹101.65 | +0.20% |
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% |
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 Oct 19, 2026, Before Open (Confirmed).
What is Yatra Online Limited (IN:YATRA) earnings time?
Yatra Online Limited (IN:YATRA) earnings time is at Oct 19, 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?
Currently, no data Available