Yatra Online Inc (YTRA)
NASDAQ:YTRA
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Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a strong full-year performance with double-digit revenue growth (27% YoY), meaningful gross margin expansion (+22.6% YoY) and a large jump in adjusted EBITDA (+64% YoY). These full-year achievements, plus continued traction in corporate sales, air and hotels momentum, technology investments and healthy cash, constitute the dominant narrative. However, the quarter suffered notable short-term headwinds from a West Asia conflict that led to a 14% QoQ revenue decline in Q4, a 49% drop in Q4 adjusted EBITDA and cancellations/deferrals in MICE and international group travel, creating near-term uncertainty. On balance, the strong full-year operating and margin improvements outweigh the Q4 disruptions, and management expects recovery in H2 FY'27 backed by structural demand and continued investments.Company Guidance
Strong Full-Year Revenue Growth
Revenue from operations for FY'26 grew 27% YoY to INR 10,074 million (~$107M), demonstrating resilient topline expansion despite macro headwinds.
Substantial Gross Margin (RLSC) Expansion
Revenue less service cost (gross margin) increased 22.6% YoY to INR 4,801 million, indicating healthy margin expansion at the gross level for FY'26.
Large Adjusted EBITDA Improvement
Adjusted EBITDA grew 64% YoY to INR 564 million (~$6M) for FY'26, reflecting strong operating leverage and disciplined cost control year-over-year.
Air and Hotels Momentum
Air TTV for FY'26 rose 12% YoY to INR 61,874 million; air gross margin improved materially (margin improved from ~3.42% to ~3.96% / noted improvement from ~2.7% to ~4% across years). Hotels & Packages TTV grew 27% YoY to INR 16,578 million, with hotel gross margin up 34% YoY to INR 1,502 million and hotel room nights rising (annual +16% YoY; quarterly room nights +36%).
Traffic, Transactions and Market Share Gains
Q4 metrics showed gross bookings +8% YoY, air passenger volumes +9.6% YoY (roughly 2x industry growth in the quarter), and total transactions +15.2% YoY — signaling improved platform activity and market share gains.
Corporate Sales Traction and High Retention
Yatra added 163 new corporate customers in FY'26 with annual billable value ~INR 9,568 million (vs INR 7,475M in FY'25). Q4 additions were 55 clients (ABV INR 2,709M). Reported corporate customer retention of ~97%, highlighting stickiness and strong enterprise momentum.
API-Led Distribution, Technology and Supply Strength
Platform investments (API distribution, Google Cloud migration, AI-enabled servicing) and an industry-leading domestic hotel supply footprint drove scalable, margin-accretive distribution growth and broader B2B/affiliate traction.
Improved Cash Position
Cash and cash equivalents plus term deposits stood at INR 2,512 million (~$26.7M) as of March 31, 2026, providing liquidity runway.
YTRA 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
YTRA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $1.51 | $1.48 | -1.99% |
Nov 11, 2025 | $1.57 | $1.71 | +8.92% |
Aug 08, 2025 | $0.90 | $1.13 | +25.56% |
May 29, 2025 | $0.91 | $0.99 | +8.79% |
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 Inc (YTRA) report earnings?
Yatra Online Inc (YTRA) is schdueled to report earning on Aug 19, 2026, Before Open (Confirmed).
What is Yatra Online Inc (YTRA) earnings time?
Yatra Online Inc (YTRA) earnings time is at Aug 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is YTRA EPS forecast?
Currently, no data Available