Yatra Online, Inc. Reports Financial Results for the Quarter Ending September 30, 2025
Financial Performance: Yatra Online reported a revenue of INR 3,508.7 million (USD 39.5 million) for Q2 2025, marking a 48.5% year-over-year increase, driven by growth in corporate travel and the Hotels and Packages segment. Adjusted EBITDA surged by 217.7% to INR 212.0 million (USD 2.4 million).
Corporate Travel Growth: The company onboarded 34 new clients in its Corporate Travel segment, enhancing its annual billing potential by INR 2,615.0 million (USD 29.5 million), while the MICE business continued to strengthen Yatra's market position in India.
Restructuring and Compliance: Yatra is progressing with its restructuring efforts to enhance shareholder value and has regained compliance with NASDAQ's minimum bid price requirement, closing the matter as of August 25, 2025.
Future Outlook: The company aims to focus on scaling high-margin segments, improving technology capabilities, and driving sustainable long-term value for stakeholders, despite challenges in the domestic aviation industry.
Discover Tomorrow's Bullish Stocks Today
Analyst Views on YTRA
About YTRA
About the author
Zacks Industry Outlook Spotlights Yatra and Tencent
Industry Overview: The Internet Services industry is influenced by macroeconomic factors like inflation and interest rates, with companies investing heavily in AI and machine learning to enhance services and operational efficiency. Despite challenges, the industry shows growth potential, particularly for companies like Yatra and Tencent.
Yatra's Performance: Yatra Online, an Indian travel booking platform, is experiencing robust growth driven by digital adoption in corporate travel and a strong MICE segment. The company has seen significant revenue growth and is leveraging AI for improved customer service and operational efficiency.
Tencent's Growth: Tencent Holdings, a major player in China's internet services, continues to show strong revenue growth, particularly in gaming and AI initiatives. The company has exceeded earnings estimates and is expanding its services, including communication and digital content.
Valuation Insights: The Internet Services industry has seen a significant rise in valuation, currently trading at a premium compared to historical averages. Despite this, analysts remain optimistic about future growth opportunities, particularly as interest rates are expected to decline in 2026.
Yatra Online Elevates Dhruv Shringi to Executive Chairman; Appoints Siddhartha Gupta as CEO
- Leadership Transition: Yatra Online has elevated co-founder Dhruv Shringi to Executive Chairman, focusing on global expansion and innovation, which is expected to enhance long-term value and boost shareholder confidence.
- New CEO Appointment: Siddhartha Gupta will officially take over as CEO on November 25, 2025, bringing 25 years of experience in enterprise technology and B2B SaaS, which is anticipated to accelerate Yatra's growth and technological innovation.
- Significant Client Growth: Over the past 12 months, Yatra has onboarded 148 new corporate clients, representing an annual potential business worth over ₹700 crores, further solidifying its leadership position in the corporate travel market.
- Commitment to Strategic Restructuring: Yatra is actively managing restructuring processes across jurisdictions, and despite challenges, the company is committed to unlocking shareholder value and will continue to provide updates on progress.
