BSECompany Update12 Aug 2026 · 12 Aug 2026, 11:41 pm
Please find enclosed investor presentation in connection to unaudited financial results for quarter ended June 30, 2026
Yatra Online Ltd · 543992
✦ AI SummaryResults
Yatra Online Ltd has released its unaudited financial results for Q1 FY27, with revenue at INR 10,065 Mn, EBITDA at INR 855 Mn, and PAT at INR 468 Mn. The company has a strong management team with over 90 years of cumulative industry experience and a diverse board of directors. Yatra has a scalable and sustainable travel business model, with a multi-channel approach and a strong presence in the corporate and consumer segments.
Analysis Scores
Earnings Impact6/10
Growth Catalyst4/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10
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Yatra Online Ltd - 543992 - Announcement under Regulation 30 (LODR)-Investor Presentation
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CIN NO: L63040DL2005PLC463461
August 12, 2026
Listing Manager, Manager - CRD
National Stock Exchange of India Limited BSE Limited
Exchange Plaza, C-1 Block G Phiroze Jeejeebhoy Towers
Bandra Kurla Complex, Bandra (E) Dalal Street,
Mumbai – 400051, India Mumbai – 400001, India
Symbol: YATRA Scrip Code: 543992
ISIN No.: INE0JR601024 ISIN No.: INE0JR601024
Sub: Intimation – Investor Presentation in connection with the un-audited Standalone and
Consolidated Financial Results of the Company for the quarter ended June 30, 2026.
Dear Sir/Madam,
Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and
Disclosure Requirements) Regulations, 2015, as amended, please find enclosed herewith the Investor
Presentation in connection with the un-audited Standalone and Consolidated Financial Results of the
Company for the quarter ended June 30, 2026.
The above information will also be made available on the website of the Company at www.yatra.com.
This is for your information and records.
Thanking You,
Yours sincerely,
For Yatra Online Limited
Jyoti Chawla
Company Secretary and Compliance Officer
M. No.: A20392
Encl.: As above
Yatra Online Limited
Earnings Presentation
Q1-FY27
Company Overview
• Established in 2006, Yatra has a strong track record of building a scalable and sustainable travel Revenue & Revenue Less Service Cost (Gross Margin)
(INR Mn)
business.
10,065
• The company follows a multi-channel approach with a go-to-market strategy that spans the entire
7,914
travelandhospitalityvaluechain,coveringbothB2CandB2Bsegments.
4,824
• Yatra is India’s largest managed corporate travel services provider, catering to over 1,300 large & 3,802 4,223 3,875
3,157 3,359
mediumcorporates and over60,000 SME clients,with an addressableemployeebaseof morethan
1,879
1,227
9Mn.
• It is also oneofIndia’s largestOTAplatforms and serves as a one-stop shop for leisure travel needs, FY23 FY24 FY25 FY26 Q1-FY27
with80%oftotaltrafficdrivenbydirectandorganicchannels.
Revenue RLSC
• The diversified customer base is supported by a real-time integrated technology platform designed
tomeettheevolvingneedsofbothcorporateandconsumertravellers.
EBITDA & PAT (INR Mn)
• Yatra offers a seamless, multi-channel experience across desktop and mobile, backed by robust
technologycapabilitiesthatenhanceaccessibilityanddrivescustomerretention.
• Theexperiencedmanagementteambringsover90yearsofcumulativeindustryexperience,whoare 365
guided by a diverse group of experienced and reputed board of directors underlining a strong 273
corporategovernancemodel. 151
76 -45
FY23 FY24 FY25 FY26 Q1-FY27
EBITDA PAT
Investor Presentation 2
Business Segments
Corporate Business Consumer Business
Yatra is India’s leading B2B Corporate platform Yatra is one of the most well recognized travel
by total spend and number of customers brands in India, having won numerous awards
>1,300
~97% ~16.2M ~56%
Large & Medium Corporate
Customer Retention(1) Registered Customers(2) Business from Repeat Customers(4)
Customers(1)
~60K 71% of Top 100 ~88M ~44%
SME customers(1) Customers with tenure > 5 years Total Consumer Visits(3) Business from New Customers(4)
~55K 80% of Top 100 ~80%
One of the Largest Hotel Listings
Travel Agents(1) Customers with tenure > 3 years Direct and Organic traffic(4)
among all OTAs(4)
~22M 97.9%
1. Data as of 31 March 2026
2. Cumulative as of March 31, 2026; does not include data for B2B businesses Mobile App Downloads(2) Booking Success rate(4)
3. For the period April 2025 to March 2026
4. For the period Fiscal year FY26
Investor Presentation 3
India- Total Travel Market & Online Penetration
India Total Travel Market($Bn) & Online Penetration FY24-FY27
Total Travel Market
78.4 47.0%
Online Penetration
70.5 46.0%
63.1 46.3% 45.0%
56.3
44.6% 44.0%
43.0%
42.7% 42.0%
41.0%
40.5% 40.0%
39.0%
38.0% The corporate
37.0%
travel market
FY24 FY25 FY26 FY27
has significant
headroom for
increased online
India Total Corporate Travel Market($Bn) & Online Penetration FY24-FY27
penetration.
Total Corporate Market
20.3 23.5%
Online penetration
23.0%
18.1
16.3 23.0% 22.5%
14.8
22.4% 22.0%
21.5%
21.6%
21.0%
20.5%
20.4% 20.0%
19.5%
19.0%
FY24 FY25 FY26 FY27
*Data based on Videc report
Strong Management Team
Management Team
Dhruv Shringi Siddhartha Gupta Manish Amin Sabina Chopra Anuj Sethi Jyoti Chawla
Whole-time Director and Chief Executive officer Chief Information and COO (Corporate) CFO Company Secretary
Chairman Technology Officer
▪ Previously associated
▪ He is a chartered ▪ He holds a Post ▪ He holds a general ▪ Brings over 32 years of ▪ Appointed as the CFO in
with
accountant and also Graduate Diploma in certificate in business experience in Travel & April 2025 and brings
Sundrop Brands Limited
holds a master’s degree Business Management studies from Business Hospitality more then 25 years of
in business (PGDBM) from the Technician and experience in travel ▪ She is a Company
▪ Prior to joining the
administration from Xavier Institute of Education Counsel Secretary and holds a
company, she headed
INSEAD Management ▪ He is a cost accountant Law degree.
▪ He was associated with India based operations
and has also served the
▪ He was previously ebookersand of ebookers ▪ Brings over 18 years of
associated with Fords ▪ He is Former President FlightbookersLimited Company for more than experience in
Motor Company, Arthur of Mercer India and CEO a decade in the senior compliances,
Andersen & Co. of Mercer Mettl finance and accounts governance and legal
role including as CFO
and ebookers matters
Investor Presentation 5
Multiple Levers to Deliver Sustainable Growth
Levers to Deliver Sustainable Growth
1 2 3 4
Sticky Corporate Business Ability to Cross-sell to Large Strong Brand Recall Industry Leading Supply of Domestic
Hotels
▪ Market leader in large corporate travel Corporate Base ▪ Benefitting from India’s
management segment ▪ Other travel products like hotels, consumption story & ▪ Supplier of choice for other
▪ High retention rates driven by deep cabs, insurance, etc. And software revenge travel players in the industry
(within and outside India)
tech integration services e.g. Expense management ▪ Ability to scale deeper into
▪ Self book platform leads to higher solutions tier II/III markets
operating leverage ▪ Personnel travel for employees
▪ Best in class corporate travel
management platform
Investor Presentation 6
Financial Overview
Q1-FY27
1 27
Q -FY Financial Performance
Gross Margins
Gross Bookings Revenue from
(Revenue less Adjusted EBITDA EBITDA Net Profit
Operations
Service Cost)
INR 21,007 Mn INR 1,879 Mn INR 1,227 Mn INR 151 Mn INR 132 Mn INR 3 Mn
17% YoY (10)% YoY 6% YoY (39)% YoY (46)% YoY (98)% YoY
Total Transactions
EBITDA Margin PAT Margin Diluted EPS Air Pax Corporate Client
(‘000)
(‘000) Wins**
10.72% 0.28% INR 0.02 1,828 1,264 53
12% YoY 5% YoY INR 2,223 Mn
**Expected Annual Volumes of business
Investor Presentation 8
1 27
Q -FY Operational Highlights
Q1 FY27 Highlights
• Strong top-line growth: Gross bookings grew 16.5% YoY to INR 21,007 Mn, with continued market share gains despite a challenging operating
environment.
• Healthy transaction momentum: Total Air and H&P transactions increased 12.2% YoY; Air passengers grew 4.8% YoY, ahead of broaderindustry growth.
• Hotels scaling well: Room nights grew ~30% YoY, supported by continued expansion of hotel supply.
• Resilient gross margin: Gross Margin increased 6.1% YoY to INR 1,227 Mn.
• Corporate business remained strong: Added 53 new corporate customers with annual billable potential of INR 2,223 Mn; the MSMEGTM team added
30+ new logos.
• RECAP gaining traction: Customer base increased to 20, reflecting continued adoption of Yatra’s AI-powered Expense Management solution.
• MICE recovery visible: Q2 pipeline is 50%+ higher than Q1, with an improved margin profile.
• International expansion underway: Seven-year partnership with Kanoo Travel marks Yatra’s first significant international expansion of its enterp
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