Thomas Cook India Ltd (NSE:THOMASCOOK)

Q4 2025 Thomas Cook (India) Ltd Earnings Call Transcript

May 14, 2025 / 05:30 AM GMT

Release Date Price: ₹143.62 (+2.54%)

Transcript

Key Points

Positve

Thomas Cook India Ltd (BOM:500413) reported a robust financial performance with a 19% increase in revenue and a 15% rise in profitability for the full year.
The company achieved a 51% increase in quarterly profit, marking the highest ever quarterly profit for this specific quarter.
The financial services segment reported a 14% growth in revenue with improved margins, aligning with market guidance.
Sterling Holiday Resorts, a subsidiary, achieved a 10% revenue growth and maintained a strong EBITDA margin of 34%, reflecting successful expansion and operational efficiency.
The company has successfully expanded its distribution network, adding 21 new locations, and continues to invest in digital tools to enhance customer engagement and operational efficiency.

Negative

The DEI segment faced challenges throughout the year, including geopolitical issues and operational difficulties, impacting overall performance.
The company experienced a dip in margins in the foreign exchange segment due to front-loaded investments, affecting short-term profitability.
Despite growth in the travel segment, the corporate travel side faced slower offtake due to budget freezes and tariff impacts, affecting quarterly performance.
The closure of US operations in the DEI segment due to high costs indicates challenges in maintaining profitability in certain markets.
Seasonality and external factors, such as geopolitical tensions and economic conditions, continue to pose risks to consistent growth across all segments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

THOM.NS - Thomas Cook (India) Ltd
Q4 2025 Thomas Cook (India) Ltd Earnings Call
May 14, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the 4 and 525 earnings conference call of Thomas Cook India Private Limited, hosted by Baliwala and Karani Securities India Private Limited.

As a reminder, all participant line will be in lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing start and 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Poorva from Barleywala and Karani Securities India Private Limited.

Thank you and over to you, ma'am.

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