Yatra Online Ltd (NSE:YATRA)

Q3 2026 Yatra Online Ltd Earnings Call Transcript

Feb 11, 2026 / 05:30 AM GMT

Release Date Price: ₹166.25 (+10.89%)

Transcript

Key Points

Positve

Yatra Online Ltd (NSE:YATRA) reported a 9% year-on-year growth in revenue from operations, driven by strong demand in key segments, particularly air ticketing.
The company achieved a 22% year-on-year increase in gross bookings for air ticketing, significantly outperforming the industry growth of about 1%.
Yatra Online Ltd (NSE:YATRA) onboarded 40 new corporate clients in the quarter, adding an annual billing potential of INR2.2 billion.
The company's corporate travel business continues to show strong momentum, with a focus on scaling and increasing online penetration, which is currently at 70%.
Yatra Online Ltd (NSE:YATRA) is leveraging AI and tech innovations to enhance customer experience and drive growth, particularly in the B2C segment.

Negative

The third quarter experienced disruptions due to stricter flight duty travel limitations, leading to operational challenges and a spike in cancellations.
Profit after tax decreased by 17% year-on-year, largely due to a one-time charge related to the implementation of new labor codes.
The company faced incremental working capital deployment due to advance payments to vendors for deferred mice group bookings.
There was a modest impact on the hotels and packages segment due to flight disruptions, affecting the mice and corporate events subsegment.
Yatra Online Ltd (NSE:YATRA) experienced a decline in take rates in the hotels and packages segment from 12.2% to 11.7% year-on-year due to a change in business mix.

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

YATR.NS - Yatra Online Ltd
Q3 2026 Yatra Online Ltd Earnings Call
Feb 12, 2026 / 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 Yatra Online Limited Q3F 526 earnings conference call hosted by Dam Capital Advisors Limited. As a reminder, all participant lines will be in the listen-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 100 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Anmolgarg from Dam Capital Advices Limited.

Thank you and over to you.

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Unidentified_2 [2]
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