Easy Trip Planners Limited — PPTs, 14-11-2024: Investor Presentation

**Financial Highlights:**

For Q2 FY25, Easy Trip Planners reported a Gross Booking Revenue (GBR) of INR 20,756.4 million, slightly down from INR 20,255.8 million in Q2 FY24. Revenue from Operations increased by 2.1% year-on-year to INR 1,446.7 million. Adjusted Revenue was INR 2,099.5 million, accounting for 10.1% of GBR. The Profit After Tax (PAT) stood at INR 258.7 million, reflecting a PAT margin of 17.3%, while H1 FY25 PAT rose to INR 583.5 million with a margin of 19.1%.

**Strategic Initiatives and Growth Drivers:**

The company launched ScanMyTrip.com on the ONDC platform, significantly enhancing service options for small businesses. Furthermore, it expanded its franchise network with a new store in Ahmedabad, aiming for 100 stores by 2025. A strategic partnership with the Uttar Pradesh EcoTourism Development Board aims to advance eco-tourism initiatives in the region.

**Business Developments:**

Recent collaborations include hotel bookings via PhonePe and a co-branded travel debit card with Bank of Baroda, enhancing user convenience. Additionally, the Azadi Mega Sale resulted in substantial discounts for customers.

**Market Position and Competitive Advantage:**

EaseMyTrip remains a profitable player in the OTA market with a solid cash position. Its robust operational metrics, combined with strategic partnerships, signify its ongoing competitive advantage in an expanding market.

**Investor Implications:**

Investors should view the recent initiatives as strong growth catalysts. The positive EBITDA margin and increased customer engagement through diverse channels present an encouraging outlook amid a recovering travel sector.