Yatra Online Ltd
Yatra Online Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Yatra targets a medium-term compound annual growth rate (CAGR) of 20% in revenue less service costs (RLSC) and 30% adjusted EBITDA growth over the next 2-3 years. Yatra targets a medium-term CAGR of 20% growth in revenue-less service costs and 30% growth in adjusted EBITDA over the next 2-3 years, maintaining the 20-30 growth model.
From Yatra Online Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Yatra targets a medium-term compound annual growth rate (CAGR) of 20% in revenue less service costs (RLSC) and 30% adjusted EBITDA growth over the next 2-3 years.
- Corporate business shows strong traction, with 55 new clients added in the recent quarter, indicating robust sales pipeline.
- The mid-market corporate travel segment, currently underpenetrated, is seen as a key incremental growth driver due to targeted sales efforts.
- Hotel business benefits from strong domestic demand and expanding hotel supply, supporting growth in room nights and gross bookings.
- API-led distribution model with affiliates and B2B partners is scalable, driving volume growth and margin improvements.
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Profitability & Margins
See what Yatra Online Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Yatra is investing significantly in technology and product development, focusing on ensuring the platform offers the fastest, deepest inventory with low latency and personalized experiences for users.
- Investments are being made into a strong API framework to enable automation of end-to-end processes and seamless integration with internal and external travel systems (airlines, intermediaries, hotels).
- There is a focus on building and enhancing capabilities in the MICE (Meetings, Incentives, Conferences, and Exhibitions) segment through tech-driven solutions, maintaining their lead and agility.
- Expansion and penetration into underpenetrated regions in India, especially the South, through mid-market go-to-market initiatives, implying strategic investment in regional sales and operations teams.
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Top-ranked in Leisure Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Yatra Online Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹189 Cr, net profit ₹8 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Yatra Online Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q2 FY24 earnings call →
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Frequently Asked Questions
What were Yatra Online Ltd Q4 FY26 results?
Yatra targets a medium-term compound annual growth rate (CAGR) of 20% in revenue less service costs (RLSC) and 30% adjusted EBITDA growth over the next 2-3 years. Yatra targets a medium-term CAGR of 20% growth in revenue-less service costs and 30% growth in adjusted EBITDA over the next 2-3 years, maintaining the 20-30 growth model.
What is Yatra Online Ltd share price analysis?
Yatra Online Ltd currently shows a neutral. The stock trades at a P/E of 52.0 with a market cap of ₹1,789 Cr. Investors should review the full earnings analysis for detailed insights.
Is Yatra Online Ltd planning capital expenditure?
Yatra is investing significantly in technology and product development, focusing on ensuring the platform offers the fastest, deepest inventory with low latency and personalized experiences for users.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.