Yatra Online

YTRA · NASDAQ

$0.92−$0.012 (−1.29%)TodayMarket closed · Oct 23, 7:33 PM ET

Prev close $0.932

YTRA analyst rating

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The case for and against

Updated May 1, 2025

Bull case

Yatra Online Inc has demonstrated robust financial performance, reporting a revenue of $28.2 million, which surpassed estimates and reflects a remarkable 147.4% year-over-year increase in USD. The company's Meetings, Incentives, Conferences, and Exhibitions (MICE) segment has been a significant growth driver, evidenced by a 65.8% increase in adjusted hotel and packages margins, positioning Yatra to capture a notable share of the $10 billion fragmented market. Despite facing certain challenges, the outlook remains positive as Yatra is expected to continue increasing revenue and improving profitability, particularly in the corporate travel and MICE business sectors, which may facilitate operating leverage moving forward.

Bear case

Yatra Online Inc. is facing significant challenges in the business-to-consumer (B2C) travel sector, particularly as air ticketing margins have declined to their lowest levels since the 2020-2021 period. The company's adjusted margin forecasts for fiscal year 2025 have been reduced multiple times due to softer B2C travel demand, now projecting a decline in adjusted margins from $72.8 million to $69.0 million. Additionally, while there has been a slight improvement in adjusted EBITDA margins, overall revenue remains under pressure, contributing to uncertainties that hinder visibility for future earnings projections.

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