YATRANSEYatra Online LimitedMediumNeutral
Announced Sat, 23 May · 11:31 IST

Yatra Online Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

YATRA · price

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Price reaction · full curve 14 horizons · vs prior close
-0.6%1-day move
₹101.00
prior close
₹97.00
base price
After-mkt
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+0.5+0.8+1.7+1.1-0.6-4.2+0.5-3.4-3.9-4.0+6.9+8.5+10.1
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AI summary

Yatra Online reported its most profitable year in history despite macro headwinds impacting three months. Full-year FY26 revenue grew 27% YoY to INR 10,065 Mn, gross margin (RLSC) jumped 25% to INR 4,824 Mn, beating the revised guidance of 22.5%. Adjusted EBITDA rose 38% to INR 917 Mn and PAT grew 28% to INR 468 Mn; excluding a one-time labour code charge, PAT would have been INR 506 Mn (39% growth). Q4 was weaker sequentially due to war-related disruptions — revenue fell 26% QoQ to INR 1,890 Mn and adjusted EBITDA dropped 33% to INR 166 Mn. Corporate business remained strong, adding 55 new clients with INR 2,709 Mn annual billable potential. Cash position is healthy at INR 2,230 Mn, with operating cash flow turning positive at INR 761 Mn vs a cash outflow of INR 886 Mn in FY25.

Likely market impact

FY26 delivered record profitability with margin expansion, but Q4 showed sequential deterioration due to macro headwinds. Cash generation has improved materially, providing a buffer against continued uncertainty. Shareholders should monitor whether the Q4 weakness is a temporary blip or the start of a sustained slowdown.