Yatra Online Inc (STU:26Y)

Q2 2025 Yatra Online Inc Earnings Call Transcript

Nov 13, 2024 / 01:30 PM GMT

Release Date Price: €1.27 (+4.10%)

Transcript

Key Points

Positve

Integration of NDC enhances corporate travel options and streamlines booking experiences, supporting cost efficiency.
Yatra Online Inc (YTRA) has stabilized B2C air volumes despite competition, focusing on improving operating performance.
Strong brand recall of YPA.com helps offset industry headwinds.
Personal travel sales to corporate customers' employees increased by 20% year-over-year, proving to be a cost-effective acquisition channel.
Revamped user experience on website and mobile apps shows encouraging initial response in conversion optimization.

Negative

B2C business faces direct competition from domestic air suppliers with differentiated pricing.
Air gross bookings fell by 10% year-over-year due to challenges in the B2C segment.
Personal expenses increased by 20% year-over-year due to investments in talent and annual appraisals.
Other operating expenses increased by 15% due to one-off expenses related to recent acquisitions.
The B2C segment is under pressure from price competition initiated by a major airline, which is expected to persist.

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

YTRA.OQ - Yatra Online Inc
Q2 2025 Yatra Online Inc Earnings Call
Nov 13, 2024 / 01:30PM GMT

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Presentation
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Integrating N DC ensures that the corporate travelers on our platform have access to the wider array of choice and a streamlined booking experience. This integration not only supports cost efficiency but also empowers businesses with smarter more informed decision making.

This milestone reinforces the AA'S commitment to innovation and leadership in the corporate travel management space.

Moving on to A B two C segment.

The B two C business continues to pay direct competition from some of the domestic air suppliers who differentiate pricing on their websites and apps. However, despite this competition on the B two C Air Front, we have managed to stabilize the volumes and have focused on improving operating

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