Yatra Online Limited — PPTs, 23-05-2026: Investor Presentation
Here's a concise, retail-friendly summary of Yatra Online's investor presentation:
**1. Business Performance:**
Yatra Online delivered its most profitable year ever in FY26! Full-year Gross Margin (RLSC) surged 24.5% YoY to **₹482.4 Cr**, with PAT growing 28.1% to **₹46.8 Cr**. Q4 saw strong Gross Bookings up 8.3% YoY to **₹2,021.1 Cr** and total transactions jump 15.2%. While Q4 revenue dipped 14% YoY to **₹189.0 Cr**, PAT for the quarter stood at **₹8.2 Cr**.
**2. Growth Drivers or Strategy:**
Growth hinges on Yatra's dominant and "sticky" corporate travel business, bolstered by deep tech integration and high retention. Strategic focus includes cross-selling other travel products and software services, plus leveraging strong brand recall and an extensive hotel network for expansion into Tier II/III cities.
**3. Recent Developments:**
The corporate segment added 55 new clients in Q4, projecting an annual billable potential of **₹270.9 Cr**. Air passengers grew 9.6% YoY in Q4, doubling industry growth and showing market share gains. Notably, FY26 cash flow from operations hit **₹76.1 Cr**, a major improvement from the prior year.
**4. Key Financial Metrics:**
FY26 highlights: Adjusted EBITDA **₹91.7 Cr** (+37.5% YoY). Q4 FY26: Gross Margins (RLSC) **₹113.3 Cr** (+3.6% YoY). Diluted EPS for Q4 was **₹0.52**.
**5. Management Commentary / Outlook:**
Management emphasized achieving record profitability despite significant macro headwinds. They attribute strong Adjusted EBITDA growth to operational efficiency. Yatra finished FY26 with robust cash reserves, totaling **₹223.0 Cr** in cash and term deposits.
