Yatra Online Inc (STU:26Y)

Q3 2026 Yatra Online Inc Earnings Call Transcript

Feb 12, 2026 / 01:00 PM GMT

Release Date Price: €1.22 (+0.83%)

Transcript

Key Points

Positve

Yatra Online Inc (YTRA) experienced a 22% year-on-year increase in gross bookings for air ticketing, significantly outperforming the industry growth of about 1%.
The company saw a 20% year-on-year growth in the hotels and packages segment, with hotel room nights growing by 22%.
Yatra Online Inc (YTRA) onboarded 40 new corporate clients, adding an annual billing potential of INR 2.2 billion.
The company is benefiting from a structural upcycle in outbound and long-haul travel, reinforcing its strong corporate and international travel franchises.
Yatra Online Inc (YTRA) is leveraging AI-driven platforms for end-to-end automation and expense management, enhancing compliance and cost savings for corporate clients.

Negative

The company faced operational challenges due to airline disruptions, particularly affecting the MICE and corporate events sub-segment.
There was a modest one-time impact on the quarter due to flight disruptions, with some bookings deferred to future quarters.
Gross rates in the hotels and packages segment moderated slightly from 12.2% to 11.7% year on year due to a change in business mix.
The disruption in the airline sector led to incremental working capital deployment as advances had already been paid to vendors for MICE groups.
Revenue growth deceleration in the quarter was attributed to seasonal factors and flight disruptions, not structural changes.

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

YTRA.OQ - Yatra Online Inc
Q3 2026 Yatra Online Inc Earnings Call
Feb 12, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Today's conference call will begin shortly. If you would like to register a question at any time, please press star one on your telephone keypad.

Hello everyone and welcome to Yattra's fiscal third quarter 2026 financial results call.

The period ended December 31st, 2025.

Today's call is hosted by Yaptra's co-founder and executive Chairman Jov Shungi and CEO Siddhartha Gupta.

The following discussion, including responses to your questions, reflects the management's views as of today, February 12, 2026. The company does not take any obligation to update or revise the information.

Before they begin their formal remarks, please be reminded that

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