Thomas Cook India Ltd (NSE:THOMASCOOK)

Q2 2026 Thomas Cook (India) Ltd Earnings Call Transcript

Nov 14, 2025 / 06:00 AM GMT

Release Date Price: ₹154.55 (+3.72%)

Transcript

Key Points

Positve

Thomas Cook India Ltd (BOM:500413) reported a 3% year-over-year increase in revenue for Q2 FY26, demonstrating resilience despite challenging conditions.
The company received prestigious awards, including two honors at the Adam Smith Awards 2025, highlighting its strong risk management and investment solutions.
Innovations in the ForEx segment, such as the partnership with India's largest e-commerce platform Blinkit, allow for rapid delivery of ForEx cards, enhancing customer convenience.
The launch of TCP Pay, an integrated mobile app, and enabling contactless cross-border payments through Google Pay, reflect the company's commitment to digital transformation.
The travel segment saw a 6% increase in revenue year-over-year, with the B2B business contributing significantly to this growth.

Negative

Geopolitical issues and weather disruptions in North India negatively impacted the domestic travel business and leisure hospitality segment.
The EBIT for the travel segment declined by 16% due to increased marketing expenses and a shift towards lower-margin business.
The exit from Delhi airport led to a decline in the airport segment's performance.
Sterling Holiday Resorts faced challenges with 40% of its rooms impacted by weather conditions, affecting revenue and occupancy rates.
The digital imaging business experienced flat revenue growth and low profitability due to the transition to new technology and geopolitical factors affecting key markets.

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

THOM.NS - Thomas Cook (India) Ltd
Q2 2026 Thomas Cook (India) Ltd Earnings Call
Nov 14, 2025 / 06:00AM 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 Thomas Cook India Limited Q2 F26 post-results earnings conference call hosted by BNK Securities. As a reminder, all participant lines will be in the listen-only mode, and there'll be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone telephone.

If you.

Please note that this conference is being recorded. I now hand the conference over to Miss Purvi Zawar from BNK Securities.

Thank you and over to you, ma'am.

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Unidentified_2

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