View ValuationYatra Online 향후 성장Future 기준 점검 3/6Yatra Online은 연간 수입과 매출이 각각 180.5%와 5.5% 증가할 것으로 예상되고 EPS는 연간 180.4%만큼 증가할 것으로 예상됩니다.핵심 정보180.5%이익 성장률180.44%EPS 성장률Hospitality 이익 성장18.0%매출 성장률5.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트13 Feb 2026최근 향후 성장 업데이트Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2027The analyst covering Yatra Online previously expected the company to break even in 2026. New forecast suggests the company will make a profit of ₹543.0m in 2027. Average annual earnings growth of 180% is required to achieve expected profit on schedule.Major Estimate Revision • May 29Consensus EPS estimates fall by 98%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹8.02b to ₹7.89b. EPS estimate also fell from ₹3.30 per share to ₹0.06 per share. Net income forecast to grow 80% next year vs 23% growth forecast for Hospitality industry in the US. Consensus price target broadly unchanged at US$3.00. Share price rose 12% to US$0.91 over the past week.Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2026The analyst covering Yatra Online previously expected the company to break even in 2025. New forecast suggests the company will make a profit of ₹194.9m in 2026. Average annual earnings growth of 94% is required to achieve expected profit on schedule.Breakeven Date Change • Jun 03Forecast breakeven date pushed back to 2025The 3 analysts covering Yatra Online previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of ₹481.0m in 2025. Average annual earnings growth of 134% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 29The 2 analysts covering Yatra Online previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 27% to 2023. The company is expected to make a profit of ₹491.2m in 2024. Average annual earnings growth of 0.8% is required to achieve expected profit on schedule.Breakeven Date Change • Dec 01Forecast breakeven date pushed back to 2024The 2 analysts covering Yatra Online previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 84% to 2023. The company is expected to make a profit of ₹538.1m in 2024. Average annual earnings growth of 187% is required to achieve expected profit on schedule.모든 업데이트 보기Recent updatesBreakeven Date Change • Mar 31Forecast breakeven date pushed back to 2027The analyst covering Yatra Online previously expected the company to break even in 2026. New forecast suggests the company will make a profit of ₹543.0m in 2027. Average annual earnings growth of 180% is required to achieve expected profit on schedule.Reported Earnings • Feb 12Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: ₹2.53 loss per share (down from ₹0.078 profit in 3Q 2025). Revenue: ₹2.58b (up 9.6% from 3Q 2025). Net loss: ₹158.9m (down ₹163.7m from profit in 3Q 2025). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공지 • Feb 06Yatra Online, Inc. to Report Q3, 2026 Results on Feb 11, 2026Yatra Online, Inc. announced that they will report Q3, 2026 results Pre-Market on Feb 11, 2026분석 기사 • Jan 30Yatra Online (NASDAQ:YTRA) Is Experiencing Growth In Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...공지 • Nov 27+ 1 more updateYatra Online, Inc. Announces Chief Executive Officer ChangesYatra Online, Inc. announced a strategic leadership transition to power its next phase of growth. Yatra Co-Founder Dhruv Shringi, who has successfully steered the Company as Chief Executive Officer since inception, has now been elevated to the position of Executive Chairman of the Board. In this new role, he will guide Yatra’s long-term vision with a sharp focus on global expansion, innovation, and shareholder value creation, working in close collaboration with the Board and leadership team. The company also announced the appointment of Siddhartha Gupta as its new Chief Executive Officer, effective November 25, 2025. With over 25 years of experience in enterprise technology and B2B SaaS, Siddhartha brings proven expertise in scaling businesses, driving digital transformation, and building strong customer partnerships. His leadership track record includes senior roles at SAP, HP, and high-growth SaaS ventures in India and overseas. By combining proven leadership with fresh expertise, Yatra is poised to enter its next chapter of growth and deepen its market leadership in India while charting new growth opportunities internationally. The Company remains firmly committed to innovation, customer value, and strengthening its position as the preferred partner for managed business travel. As part of our ongoing restructuring efforts, the Company has identified a viable structure to pursue. While certain challenges remain, Yatra is actively managing processes across jurisdictions. Given the complexity, the timeline remains uncertain; however, the Company is fully committed to this transition. This step is critical for unlocking value for Yatra and its shareholders. The Company will continue to provide updates as progress is made.공지 • Nov 17Yatra Online, Inc., Annual General Meeting, Dec 08, 2025Yatra Online, Inc., Annual General Meeting, Dec 08, 2025, at 06:00 Indian Standard Time. Location: gulf adiba, plot no. 272, 4th floor, udyog vihar, phase-ii, sector-20, haryana, 122008, gurugram IndiaReported Earnings • Nov 13Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹0.77 (up from ₹0.25 loss in 2Q 2025). Revenue: ₹3.51b (up 49% from 2Q 2025). Net income: ₹47.9m (up ₹63.6m from 2Q 2025). Profit margin: 1.4% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 48%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공지 • Nov 07Yatra Online, Inc. to Report Q2, 2026 Results on Nov 12, 2025Yatra Online, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025공지 • Oct 02Yatra Online, Inc. Appoints Siddhartha Gupta as A Director, Effective September 30, 2025On September 30, 2025, the Board of Directors of Yatra Online, Inc. (the “Company”) appointed Mr. Siddhartha Gupta as a director of the Company, effective immediately. Mr. Siddhartha Gupta will serve in the class of directors whose term expires at the Company’s 2026 Annual General Meeting of Shareholders.분석 기사 • Aug 14Even With A 28% Surge, Cautious Investors Are Not Rewarding Yatra Online, Inc.'s (NASDAQ:YTRA) Performance CompletelyNasdaqCM:YTRA 1 Year Share Price vs Fair Value Explore Yatra Online's Fair Values from the Community and select yours...공지 • Aug 06Yatra Online, Inc. to Report Q1, 2026 Results on Aug 08, 2025Yatra Online, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Aug 03Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: ₹1.73 loss per share (improved from ₹5.60 loss in FY 2024). Revenue: ₹7.95b (up 90% from FY 2024). Net loss: ₹106.9m (loss narrowed 70% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Director Mike Kaufman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Jun 19Investors Still Aren't Entirely Convinced By Yatra Online, Inc.'s (NASDAQ:YTRA) Revenues Despite 35% Price JumpYatra Online, Inc. ( NASDAQ:YTRA ) shares have had a really impressive month, gaining 35% after a shaky period...Reported Earnings • May 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: ₹1.72 loss per share (improved from ₹5.60 loss in FY 2024). Revenue: ₹7.96b (up 90% from FY 2024). Net loss: ₹106.5m (loss narrowed 70% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Major Estimate Revision • May 29Consensus EPS estimates fall by 98%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹8.02b to ₹7.89b. EPS estimate also fell from ₹3.30 per share to ₹0.06 per share. Net income forecast to grow 80% next year vs 23% growth forecast for Hospitality industry in the US. Consensus price target broadly unchanged at US$3.00. Share price rose 12% to US$0.91 over the past week.New Risk • May 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: ₹65m Forecast net loss in 1 year: ₹13m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (₹13m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$49.8m market cap).공지 • May 23Yatra Online, Inc. to Report Q4, 2025 Results on May 29, 2025Yatra Online, Inc. announced that they will report Q4, 2025 results After-Market on May 29, 2025New Risk • May 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$47.9m market cap).공지 • Apr 16+ 1 more updateYatra Online, Inc. Announces Appointment of Anuj Kumar Sethi as the Principal Accounting Officer, Effective April 11, 2025Yatra Online, Inc. announced that effective as of April 11, 2025, Anuj Kumar Sethi has been appointed as the Principal Accounting Officer by the Board of Directors of the Company.Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2026The analyst covering Yatra Online previously expected the company to break even in 2025. New forecast suggests the company will make a profit of ₹194.9m in 2026. Average annual earnings growth of 94% is required to achieve expected profit on schedule.공지 • Mar 13Yatra Online, Inc. Announces Resignation of Rohan Mittal as Group Chief Financial OfficerYatra Online, Inc. announced on March 10, 2025, Mr. Rohan Mittal resigned from the position of Group Chief Financial Officer of the company to look for new opportunities. His resignation did not result from any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. His last working day will be decided as per mutual discussion with the Company to ensure a smooth handover/transition.분석 기사 • Mar 08It's Down 25% But Yatra Online, Inc. (NASDAQ:YTRA) Could Be Riskier Than It LooksTo the annoyance of some shareholders, Yatra Online, Inc. ( NASDAQ:YTRA ) shares are down a considerable 25% in the...Reported Earnings • Feb 12Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹0.078 (up from ₹0.45 loss in 3Q 2024). Revenue: ₹2.35b (up 111% from 3Q 2024). Net income: ₹4.83m (up ₹33.3m from 3Q 2024). Profit margin: 0.2% (up from net loss in 3Q 2024). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공지 • Feb 05Yatra Online, Inc. to Report Q3, 2025 Results on Feb 11, 2025Yatra Online, Inc. announced that they will report Q3, 2025 results on Feb 11, 2025Reported Earnings • Nov 14Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: ₹0.25 loss per share (improved from ₹4.21 loss in 2Q 2024). Revenue: ₹2.36b (up 149% from 2Q 2024). Net loss: ₹15.7m (loss narrowed 94% from 2Q 2024). Revenue exceeded analyst estimates by 138%. Earnings per share (EPS) also surpassed analyst estimates by 82%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공지 • Nov 04Yatra Online, Inc., Annual General Meeting, Nov 27, 2024Yatra Online, Inc., Annual General Meeting, Nov 27, 2024, at 18:00 Indian Standard Time. Location: gulf adiba, plot no. 272, 4th floor, udyog vihar, phase-ii, sector-20, haryana, india, 122008, gurugram IndiaRecent Insider Transactions Derivative • Sep 19Group Chief Financial Officer notifies of intention to sell stockRohan Mittal intends to sell 52k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of September. If the sale is conducted around the recent share price of US$1.55, it would amount to US$81k. Since March 2024, Rohan has owned 52.43k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.분석 기사 • Aug 13Why Investors Shouldn't Be Surprised By Yatra Online, Inc.'s (NASDAQ:YTRA) 28% Share Price SurgeYatra Online, Inc. ( NASDAQ:YTRA ) shareholders would be excited to see that the share price has had a great month...공지 • Aug 07Yatra Online, Inc. to Report Q1, 2025 Results on Aug 12, 2024Yatra Online, Inc. announced that they will report Q1, 2025 results on Aug 12, 2024Reported Earnings • Aug 06Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: ₹5.60 loss per share (further deteriorated from ₹4.59 loss in FY 2023). Revenue: ₹4.19b (up 9.5% from FY 2023). Net loss: ₹350.9m (loss widened 21% from FY 2023). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 44%. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Market cap is less than US$100m (US$82.6m market cap).Reported Earnings • Jun 04Full year 2024 earnings released: ₹4.98 loss per share (vs ₹4.59 loss in FY 2023)Full year 2024 results: ₹4.98 loss per share (further deteriorated from ₹4.59 loss in FY 2023). Revenue: ₹4.24b (up 11% from FY 2023). Net loss: ₹317.5m (loss widened 9.8% from FY 2023). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.분석 기사 • Jun 01Not Many Are Piling Into Yatra Online, Inc. (NASDAQ:YTRA) Just YetWith a median price-to-sales (or "P/S") ratio of close to 1.3x in the Hospitality industry in the United States, you...공지 • May 29Yatra Online, Inc. Unveils Gen AI-Powered Expense Management Solution for SMEs and Large EnterprisesYatra Online, Inc. announced that it has launched its expense management solution to enable both international and domestic enterprises to manage their business expenditure efficiently. This highly scalable tool will revolutionize the way businesses handle both travel and non-travel expenses, offering unparalleled efficiency and accuracy. The comprehensive solution promises to streamline the entire expense management process, while offering a seamless integration of travel bookings and expense tracking. Yatra's Expense Management Solution stands out with its utilization of cutting-edge technologies including GenAI Large Language Models (LLMs) for receipt analysis. Unlike traditional OCR technology, this ensures more accurate and comprehensive expense tracking, significantly reducing errors and saving time. Additionally, it features an integrated chatbot based on Gen AI and RAG models. Designed as an end-to-end travel solution, the tool manages everything from booking flights, hotels, and cars to recording incurred expenses during travel within a single platform. As the leading corporate travel provider, Yatra's introduction of this solution underscores its commitment to continuous innovation and excellence in the travel industry. Other key features of Yatra's Expense Management solution include: Multi-level approval process tailored to meet specific company requirements, ensuring streamlined workflow management. Seamless integration with ERP systems facilitates smooth data flow and enhances operational efficiency. Advanced analytics powered by a Power BI dashboard, providing deep insights for comprehensive expense analysis, empowering informed decision-making and strategic planning. Mobile application for Android and iOS, allowing users to create and approve expenses, view reports, check reimbursement status, capture mileage via GPS, make small payments through UPI, and automatically generate expense items from UPI payments. Expense auditing, integration with Google APIs for mileage tracking, and split expense capabilities. Yatra's Expense management Solution is rigorously tested for reliability, including load and stress testing to accommodate up to 150 simultaneous connections (users) submitting expense data concurrently. This ensures uninterrupted performance even during peak usage periods, guaranteeing a seamless experience for all users.공지 • May 25Yatra Online, Inc. to Report Q4, 2024 Results on May 30, 2024Yatra Online, Inc. announced that they will report Q4, 2024 results on May 30, 2024Recent Insider Transactions Derivative • Apr 12Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of April. If the sale is conducted around the recent share price of US$1.60, it would amount to US$60k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Dhruv currently holds 2.09m shares (0.03371008209760823 of the company). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Recent Insider Transactions Derivative • Mar 07Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$1.60, it would amount to US$60k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Dhruv has owned 2.09m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Feb 16Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: ₹0.45 loss per share (improved from ₹3.44 loss in 3Q 2023). Revenue: ₹1.11b (up 23% from 3Q 2023). Net loss: ₹28.5m (loss narrowed 87% from 3Q 2023). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 80%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공지 • Feb 09Yatra Online, Inc. to Report Q3, 2024 Results on Feb 14, 2024Yatra Online, Inc. announced that they will report Q3, 2024 results Pre-Market on Feb 14, 2024Recent Insider Transactions Derivative • Feb 08Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of February. If the sale is conducted around the recent share price of US$1.65, it would amount to US$62k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Dhruv has owned 2.09m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Recent Insider Transactions Derivative • Dec 07Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$1.52, it would amount to US$57k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Dhruv has owned 2.09m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Nov 19Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: ₹4.21 loss per share (further deteriorated from ₹1.14 loss in 2Q 2023). Revenue: ₹947.6m (up 14% from 2Q 2023). Net loss: ₹269.4m (loss widened 278% from 2Q 2023). Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 88%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공지 • Nov 18Yatra Online, Inc. (NasdaqCM:YTRA) announces an Equity Buyback for $5 million worth of its shares.Yatra Online, Inc. (NasdaqCM:YTRA) announces a share repurchase program. Under the program, the company will repurchase up to $5 million worth of shares. The share repurchase program is valid over an unlimited time period.공지 • Nov 10Yatra Online, Inc. to Report Q2, 2024 Results on Nov 17, 2023Yatra Online, Inc. announced that they will report Q2, 2024 results Pre-Market on Nov 17, 2023Recent Insider Transactions Derivative • Nov 03Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 53k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of November. If the sale is conducted around the recent share price of US$1.49, it would amount to US$78k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Dhruv has owned 2.09m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.공지 • Oct 05Yatra Online, Inc. to Report Q1, 2024 Results on Oct 16, 2023Yatra Online, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Oct 16, 2023공지 • Sep 15Yatra Online, Inc. announced that it has received INR 3.487399868 billion in funding from a group of investorsYatra Online, Inc. announced a private placement to issue 24,559,154 shares at an issue price of INR 142 per share for the gross proceeds of INR 3,487,399,868 on September 14, 2023. The transaction included participation from new investors ICICI Prudential Mutual Fund (MF), Mirae Asset MF, Tata MF, Bandhan MF, Max Life Insurance, Bajaj Allianz Life Insurance, Massachusetts Institute of Technology, Morgan Stanley Asia (Singapore) Pte, Goldman Sachs (Singapore) Pte, Bofa Securities Europe SA, Societe Generale, BNP Paribas Arbitrage and Quantum State Investment Fund and other anchor investors.공지 • Sep 02Yatra Online, Inc., Annual General Meeting, Sep 28, 2023Yatra Online, Inc., Annual General Meeting, Sep 28, 2023, at 18:00 Indian Standard Time. Location: Gulf Adiba, Plot No. 272, 4th Floor, Udyog Vihar, Phase-II, Sector-20, Gurugram-122008, Haryana Haryana India Agenda: To consider Approval of an ordinary resolution to re-appoint Ms. Neelam Dhawan, Class I director nominee, to the Board of Directors to serve for a three-year term expiring at the 2026 annual general meeting; to consider Approval of an ordinary resolution to re-appoint Mr. Roshan Mendis, Class I director nominee, to the Board of Directors to serve for a three-year term expiring at the 2026 annual general meeting; to consider Approval of an ordinary resolution to re-appoint Mr. Michael A. Kaufman, Class I director nominee, to the Board of Directors to serve for a three-year term expiring at the 2026 annual general meeting; to consider Approval of an ordinary resolution to ratify the appointment of Ernst & Young Associates LLP as independent registered public accountant for the fiscal year ending March 31, 2024; and to consider other matters.공지 • Aug 01Yatra Online, Inc. announced delayed 20-F filingOn 07/31/2023, Yatra Online, Inc. announced that they will be unable to file their next 20-F by the deadline required by the SEC.New Risk • Jul 31New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₹2.0b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.Breakeven Date Change • Jun 03Forecast breakeven date pushed back to 2025The 3 analysts covering Yatra Online previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of ₹481.0m in 2025. Average annual earnings growth of 134% is required to achieve expected profit on schedule.Reported Earnings • Jun 02Full year 2023 earnings released: ₹0.005 loss per share (vs ₹7.66 loss in FY 2022)Full year 2023 results: ₹0.005 loss per share (improved from ₹7.66 loss in FY 2022). Revenue: ₹3.83b (up 92% from FY 2022). Net loss: ₹289.2m (loss narrowed 40% from FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공지 • May 26Yatra Online, Inc. to Report Q4, 2023 Results on May 30, 2023Yatra Online, Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on May 30, 2023Reported Earnings • Mar 30Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: ₹3.44 loss per share (further deteriorated from ₹2.30 loss in 3Q 2022). Revenue: ₹902.6m (up 44% from 3Q 2022). Net loss: ₹216.4m (loss widened 51% from 3Q 2022). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Breakeven Date Change • Mar 29The 2 analysts covering Yatra Online previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 27% to 2023. The company is expected to make a profit of ₹491.2m in 2024. Average annual earnings growth of 0.8% is required to achieve expected profit on schedule.Buying Opportunity • Feb 06Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$2.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 57% over the last 3 years. Earnings per share has grown by 41%.Reported Earnings • Dec 01Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: ₹831.4m (up 85% from 2Q 2022). Net loss: ₹71.4m (loss narrowed 49% from 2Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Breakeven Date Change • Dec 01Forecast breakeven date pushed back to 2024The 2 analysts covering Yatra Online previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 84% to 2023. The company is expected to make a profit of ₹538.1m in 2024. Average annual earnings growth of 187% is required to achieve expected profit on schedule.분석 기사 • Nov 19An Intrinsic Calculation For Yatra Online, Inc. (NASDAQ:YTRA) Suggests It's 26% UndervaluedIn this article we are going to estimate the intrinsic value of Yatra Online, Inc. ( NASDAQ:YTRA ) by taking the...Seeking Alpha • Sep 08Rohan Mittal is the new finance chief of Yatra OnlineYatra Online (NASDAQ:YTRA) appoints more than 20 years of financial, accounting and merger and acquisition experienced Rohan Mittal to the position of group CFO, effective today.Seeking Alpha • Aug 30Yatra Online Non-GAAP EPS of $0.01 in-line, revenue of $11.38M misses by $1.64MYatra Online press release (NASDAQ:YTRA): Q2 Non-GAAP EPS of $0.01 in-line. Revenue of $11.38M (+184.5% Y/Y) misses by $1.64M. Shares +2.79% PM.Breakeven Date Change • Aug 26Forecast breakeven date pushed back to 2024The 2 analysts covering Yatra Online previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 87% to 2023. The company is expected to make a profit of ₹682.9m in 2024. Average annual earnings growth of 141% is required to achieve expected profit on schedule.분석 기사 • Aug 12Is Yatra Online (NASDAQ:YTRA) Using Debt In A Risky Way?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Aug 04Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: ₹7.66 loss per share (up from ₹20.38 loss in FY 2021). Revenue: ₹1.99b (up 56% from FY 2021). Net loss: ₹477.9m (loss narrowed 59% from FY 2021). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) exceeded analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 137%, compared to a 38% growth forecast for the restaurants industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • Jul 11Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 60k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of July. If the sale is conducted around the recent share price of US$2.28, it would amount to US$137k. Dhruv currently holds 1.70m shares (0.02801317499954354 of the company). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Seeking Alpha • Jul 04Yatra gains 3% after MAK Capital One discloses 19.4% stakeYatra Online (NASDAQ:YTRA) gained 3% in after hours trade Friday night after the company reported that MAK Capital One L.L.C. has 19.4% stake, representing 12.12M shares. The following transactions in the ordinary shares were effected by MAK Capital Fund LP during the past sixty (60) days: MAK Capital bought 680,966 shares in the last 60 days. SEC Form 13DSeeking Alpha • Jun 15Yatra Online: Underfollowed Indian Gem With A Huge Upside PotentialYatra Online (YTRA) is India's well-known and trusted OTA (Online Travel Agency) brand. Yatra, listed and mostly ignored on Nasdaq, has a low valuation due to the pandemic and a failed merger with Ebix. The Indian travel industry is recovering fast from the pandemic and is expected to grow rapidly. Yatra has filed for the IPO of its wholly-owned subsidiary in the stock market in India, where Yatra's peers carry much higher valuations. Recovering travel and imminent IPO in India could propel the languishing Yatra stock in Nasdaq much higher.Reported Earnings • Jun 04Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: ₹1.99b (up 56% from FY 2021). Net loss: ₹477.9m (loss narrowed 59% from FY 2021). Revenue exceeded analyst estimates by 20%. Over the next year, revenue is forecast to grow 217%, compared to a 85% growth forecast for the restaurants industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Seeking Alpha • Apr 28Yatra Online: Attractive With Travel Recovery And Upcoming IPO Of SubsidiaryYatra Online is the second-largest online travel agency in India and the largest online corporate travel provider. Due to revenue decline during COVID-19 and due to lack of recognition in the US, Yatra shares are trading at a very low valuation. Yatra's revenue is expected to recover to pre-COVID levels and may do even better due to improved efficiency and the signing of new customers. Yatra recently filed for IPO in India for its wholly owned India subsidiary at potentially a multifold valuation of the parent. IPO of subsidiary along with recovering revenue make YTRA stock very attractive at current levels.Reported Earnings • Apr 05Third quarter 2022 earnings: Revenues miss analyst expectationsThird quarter 2022 results: Revenue: ₹627.1m (up 103% from 3Q 2021). Net loss: ₹143.3m (loss narrowed 33% from 3Q 2021). Revenue missed analyst estimates by 50%. Over the next year, revenue is forecast to grow 176%, compared to a 100% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.분석 기사 • Mar 26We're Interested To See How Yatra Online (NASDAQ:YTRA) Uses Its Cash Hoard To GrowWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Recent Insider Transactions Derivative • Jan 11Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of January. If the sale is conducted around the recent share price of US$1.69, it would amount to US$85k. Since March 2021, Dhruv has owned 1.70m shares directly. There has only been one transaction (US$4.7m purchase) from insiders over the last 12 months.분석 기사 • Dec 26News Flash: 3 Analysts Think Yatra Online, Inc. (NASDAQ:YTRA) Earnings Are Under ThreatMarket forces rained on the parade of Yatra Online, Inc. ( NASDAQ:YTRA ) shareholders today, when the analysts...Reported Earnings • Dec 24Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: ₹2.23 loss per share (up from ₹4.88 loss in 2Q 2021). Revenue: ₹450.5m (up 71% from 2Q 2021). Net loss: ₹138.8m (loss narrowed 53% from 2Q 2021). Revenue missed analyst estimates by 50%. Earnings per share (EPS) also missed analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 157%, compared to a 136% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Major Estimate Revision • Dec 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₹3.47b to ₹2.16b. EPS estimate increased from -₹5.72 to -₹4.69 per share. Hospitality industry in the US expected to see average net income growth of 45% next year. Consensus price target broadly unchanged at US$4.07. Share price was steady at US$1.85 over the past week.Major Estimate Revision • Dec 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -₹4.57 to -₹5.72 per share. Revenue forecast of ₹3.48b unchanged since last update. Hospitality industry in the US expected to see average net income growth of 44% next year. Consensus price target broadly unchanged at US$4.04. Share price was steady at US$1.89 over the past week.Recent Insider Transactions Derivative • Oct 10Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$1.94, it would amount to US$97k. Since March 2021, Dhruv has owned 1.70m shares directly. There has only been one transaction (US$4.7m purchase) from insiders over the last 12 months.Reported Earnings • Aug 04Full year 2021 earnings released: ₹20.38 loss per share (vs ₹17.94 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ₹1.27b (down 83% from FY 2020). Net loss: ₹1.18b (loss widened 41% from FY 2020). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.분석 기사 • Jul 05Is Yatra Online (NASDAQ:YTRA) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Major Estimate Revision • Jun 15Consensus revenue estimates fall to ₹3.50bThe consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from ₹4.33b to ₹3.50b. Forecast losses increased from -₹5.27 to -₹14.93 per share. Hospitality industry in the US expected to see average net income growth of 96% next year. Consensus price target broadly unchanged at US$3.75. Share price was steady at US$2.26 over the past week.분석 기사 • Jun 13Yatra Online, Inc. (NASDAQ:YTRA) Analysts Just Slashed This Year's EstimatesThe analysts covering Yatra Online, Inc. ( NASDAQ:YTRA ) delivered a dose of negativity to shareholders today, by...분석 기사 • Jun 10Analysts Have Lowered Expectations For Yatra Online, Inc. (NASDAQ:YTRA) After Its Latest ResultsYatra Online, Inc. ( NASDAQ:YTRA ) just released its latest full-year report and things are not looking great...Reported Earnings • Jun 09Full year 2021 earnings releasedThe company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ₹1.27b (down 83% from FY 2020). Net loss: ₹1.18b (loss widened 41% from FY 2020). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.Recent Insider Transactions • May 26Insider recently bought US$4.7m worth of stockOn the 24th of May, Cobb Sadler bought around 2m shares on-market at roughly US$2.19 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.분석 기사 • May 11Does This Valuation Of Yatra Online, Inc. (NASDAQ:YTRA) Imply Investors Are Overpaying?Today we will run through one way of estimating the intrinsic value of Yatra Online, Inc. ( NASDAQ:YTRA ) by taking the...Recent Insider Transactions Derivative • Mar 13Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 150k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of March. If the sale is conducted around the recent share price of US$2.31, it would amount to US$347k. Since March 2020, Dhruv has owned 469.29k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.분석 기사 • Mar 11Yatra Online's (NASDAQ:YTRA) Shareholders Are Down 69% On Their SharesWhile it may not be enough for some shareholders, we think it is good to see the Yatra Online, Inc. ( NASDAQ:YTRA...Reported Earnings • Feb 07Third quarter 2021 earnings released: ₹3.52 loss per share (vs ₹2.42 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₹309.1m (down 84% from 3Q 2020). Net loss: ₹214.7m (down 291% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Major Estimate Revision • Feb 06Analysts update estimatesThe 2021 consensus revenue estimate was lowered from ₹1.64b to ₹1.40b. Earnings per share (EPS) saw an improvement, with analysts raising their estimates from -₹15.17 to -₹14.05 for the same period. The Online Retail industry in the US is expected to see an average net income growth of 15% next year. The consensus price target increased from US$220 to US$237. Share price is up 37% to US$2.68 over the past week.Is New 90 Day High Low • Feb 04New 90-day high: US$2.42The company is up 140% from its price of US$1.01 on 05 November 2020. The American market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$2.28 per share.Recent Insider Transactions Derivative • Dec 10Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell roughly 166.99k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$2.19, it would amount to US$366k. Since December 2019, Dhruv has owned 469.29k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Is New 90 Day High Low • Nov 11New 90-day high: US$1.19The company is up 62% from its price of US$0.73 on 13 August 2020. The American market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 1.0% over the same period.이익 및 매출 성장 예측NasdaqCM:YTRA - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202711,137543N/AN/A13/31/202610,601153N/AN/A112/31/202510,374-12962357N/A9/30/202510,14735408703N/A6/30/20259,002-2966362N/A3/31/20257,955-107-586-291N/A12/31/20246,789-65-281-15N/A9/30/20245,551-98-1,351-1,085N/A6/30/20244,135-352-1,064-797N/A3/31/20244,190-351-1,700-1,433N/A12/31/20234,360-316-1,936-1,782N/A9/30/20234,150-504-1,502-1,348N/A6/30/20234,034-306-1,825-1,670N/A3/31/20233,827-289-2,117-1,962N/A12/31/20223,238-412-1,912-1,812N/A9/30/20222,962-338-1,700-1,601N/A6/30/20222,581-406-1,447-1,348N/A3/31/20221,989-478-1,072-972N/A12/31/20211,891-952-1,091-1,012N/A9/30/20211,573-1,023-609-530N/A6/30/20211,386-1,181-767-688N/A3/31/20211,271-1,177686765N/A12/31/20202,048-7741,4551,674N/A9/30/20203,706-4461,0371,256N/A6/30/20205,201-5461,6471,866N/A3/31/20207,259-834-770-550N/A12/31/20198,234-1,496-1,915-1,491N/A9/30/20198,472-1,465N/A-1,794N/A6/30/20198,770-1,212N/A-3,009N/A3/31/20199,359-1,148N/A-3,542N/A12/31/201810,386-661N/A-2,893N/A9/30/201811,542-560N/A-1,360N/A6/30/201812,061-1,184N/A-1,851N/A3/31/201812,249-3,993N/A-882N/A12/31/201711,360-4,443N/A-2,237N/A9/30/201710,386-9,294N/A-3,656N/A6/30/20179,747-8,932N/A-2,020N/A3/31/20179,357-5,901N/A-1,590N/A12/31/20168,974-5,425N/A-68N/A9/30/20168,804-1,106N/A324N/A6/30/20168,580-1,113N/A113N/A3/31/20168,345-1,219N/A-460N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: YTRA 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: YTRA (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: YTRA 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: YTRA 의 수익(연간 5.5%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: YTRA 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: YTRA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/06 22:30종가2026/05/06 00:00수익2025/12/31연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Yatra Online, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aniruddha BhosaleDeutsche BankScott BuckH.C. Wainwright & Co.Arya SenJefferies LLC3명의 분석가 더 보기
Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2027The analyst covering Yatra Online previously expected the company to break even in 2026. New forecast suggests the company will make a profit of ₹543.0m in 2027. Average annual earnings growth of 180% is required to achieve expected profit on schedule.
Major Estimate Revision • May 29Consensus EPS estimates fall by 98%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹8.02b to ₹7.89b. EPS estimate also fell from ₹3.30 per share to ₹0.06 per share. Net income forecast to grow 80% next year vs 23% growth forecast for Hospitality industry in the US. Consensus price target broadly unchanged at US$3.00. Share price rose 12% to US$0.91 over the past week.
Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2026The analyst covering Yatra Online previously expected the company to break even in 2025. New forecast suggests the company will make a profit of ₹194.9m in 2026. Average annual earnings growth of 94% is required to achieve expected profit on schedule.
Breakeven Date Change • Jun 03Forecast breakeven date pushed back to 2025The 3 analysts covering Yatra Online previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of ₹481.0m in 2025. Average annual earnings growth of 134% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 29The 2 analysts covering Yatra Online previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 27% to 2023. The company is expected to make a profit of ₹491.2m in 2024. Average annual earnings growth of 0.8% is required to achieve expected profit on schedule.
Breakeven Date Change • Dec 01Forecast breakeven date pushed back to 2024The 2 analysts covering Yatra Online previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 84% to 2023. The company is expected to make a profit of ₹538.1m in 2024. Average annual earnings growth of 187% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2027The analyst covering Yatra Online previously expected the company to break even in 2026. New forecast suggests the company will make a profit of ₹543.0m in 2027. Average annual earnings growth of 180% is required to achieve expected profit on schedule.
Reported Earnings • Feb 12Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: ₹2.53 loss per share (down from ₹0.078 profit in 3Q 2025). Revenue: ₹2.58b (up 9.6% from 3Q 2025). Net loss: ₹158.9m (down ₹163.7m from profit in 3Q 2025). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공지 • Feb 06Yatra Online, Inc. to Report Q3, 2026 Results on Feb 11, 2026Yatra Online, Inc. announced that they will report Q3, 2026 results Pre-Market on Feb 11, 2026
분석 기사 • Jan 30Yatra Online (NASDAQ:YTRA) Is Experiencing Growth In Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
공지 • Nov 27+ 1 more updateYatra Online, Inc. Announces Chief Executive Officer ChangesYatra Online, Inc. announced a strategic leadership transition to power its next phase of growth. Yatra Co-Founder Dhruv Shringi, who has successfully steered the Company as Chief Executive Officer since inception, has now been elevated to the position of Executive Chairman of the Board. In this new role, he will guide Yatra’s long-term vision with a sharp focus on global expansion, innovation, and shareholder value creation, working in close collaboration with the Board and leadership team. The company also announced the appointment of Siddhartha Gupta as its new Chief Executive Officer, effective November 25, 2025. With over 25 years of experience in enterprise technology and B2B SaaS, Siddhartha brings proven expertise in scaling businesses, driving digital transformation, and building strong customer partnerships. His leadership track record includes senior roles at SAP, HP, and high-growth SaaS ventures in India and overseas. By combining proven leadership with fresh expertise, Yatra is poised to enter its next chapter of growth and deepen its market leadership in India while charting new growth opportunities internationally. The Company remains firmly committed to innovation, customer value, and strengthening its position as the preferred partner for managed business travel. As part of our ongoing restructuring efforts, the Company has identified a viable structure to pursue. While certain challenges remain, Yatra is actively managing processes across jurisdictions. Given the complexity, the timeline remains uncertain; however, the Company is fully committed to this transition. This step is critical for unlocking value for Yatra and its shareholders. The Company will continue to provide updates as progress is made.
공지 • Nov 17Yatra Online, Inc., Annual General Meeting, Dec 08, 2025Yatra Online, Inc., Annual General Meeting, Dec 08, 2025, at 06:00 Indian Standard Time. Location: gulf adiba, plot no. 272, 4th floor, udyog vihar, phase-ii, sector-20, haryana, 122008, gurugram India
Reported Earnings • Nov 13Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹0.77 (up from ₹0.25 loss in 2Q 2025). Revenue: ₹3.51b (up 49% from 2Q 2025). Net income: ₹47.9m (up ₹63.6m from 2Q 2025). Profit margin: 1.4% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 48%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공지 • Nov 07Yatra Online, Inc. to Report Q2, 2026 Results on Nov 12, 2025Yatra Online, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
공지 • Oct 02Yatra Online, Inc. Appoints Siddhartha Gupta as A Director, Effective September 30, 2025On September 30, 2025, the Board of Directors of Yatra Online, Inc. (the “Company”) appointed Mr. Siddhartha Gupta as a director of the Company, effective immediately. Mr. Siddhartha Gupta will serve in the class of directors whose term expires at the Company’s 2026 Annual General Meeting of Shareholders.
분석 기사 • Aug 14Even With A 28% Surge, Cautious Investors Are Not Rewarding Yatra Online, Inc.'s (NASDAQ:YTRA) Performance CompletelyNasdaqCM:YTRA 1 Year Share Price vs Fair Value Explore Yatra Online's Fair Values from the Community and select yours...
공지 • Aug 06Yatra Online, Inc. to Report Q1, 2026 Results on Aug 08, 2025Yatra Online, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Aug 03Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: ₹1.73 loss per share (improved from ₹5.60 loss in FY 2024). Revenue: ₹7.95b (up 90% from FY 2024). Net loss: ₹106.9m (loss narrowed 70% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Director Mike Kaufman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Jun 19Investors Still Aren't Entirely Convinced By Yatra Online, Inc.'s (NASDAQ:YTRA) Revenues Despite 35% Price JumpYatra Online, Inc. ( NASDAQ:YTRA ) shares have had a really impressive month, gaining 35% after a shaky period...
Reported Earnings • May 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: ₹1.72 loss per share (improved from ₹5.60 loss in FY 2024). Revenue: ₹7.96b (up 90% from FY 2024). Net loss: ₹106.5m (loss narrowed 70% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Major Estimate Revision • May 29Consensus EPS estimates fall by 98%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹8.02b to ₹7.89b. EPS estimate also fell from ₹3.30 per share to ₹0.06 per share. Net income forecast to grow 80% next year vs 23% growth forecast for Hospitality industry in the US. Consensus price target broadly unchanged at US$3.00. Share price rose 12% to US$0.91 over the past week.
New Risk • May 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: ₹65m Forecast net loss in 1 year: ₹13m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (₹13m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$49.8m market cap).
공지 • May 23Yatra Online, Inc. to Report Q4, 2025 Results on May 29, 2025Yatra Online, Inc. announced that they will report Q4, 2025 results After-Market on May 29, 2025
New Risk • May 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$47.9m market cap).
공지 • Apr 16+ 1 more updateYatra Online, Inc. Announces Appointment of Anuj Kumar Sethi as the Principal Accounting Officer, Effective April 11, 2025Yatra Online, Inc. announced that effective as of April 11, 2025, Anuj Kumar Sethi has been appointed as the Principal Accounting Officer by the Board of Directors of the Company.
Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2026The analyst covering Yatra Online previously expected the company to break even in 2025. New forecast suggests the company will make a profit of ₹194.9m in 2026. Average annual earnings growth of 94% is required to achieve expected profit on schedule.
공지 • Mar 13Yatra Online, Inc. Announces Resignation of Rohan Mittal as Group Chief Financial OfficerYatra Online, Inc. announced on March 10, 2025, Mr. Rohan Mittal resigned from the position of Group Chief Financial Officer of the company to look for new opportunities. His resignation did not result from any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. His last working day will be decided as per mutual discussion with the Company to ensure a smooth handover/transition.
분석 기사 • Mar 08It's Down 25% But Yatra Online, Inc. (NASDAQ:YTRA) Could Be Riskier Than It LooksTo the annoyance of some shareholders, Yatra Online, Inc. ( NASDAQ:YTRA ) shares are down a considerable 25% in the...
Reported Earnings • Feb 12Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹0.078 (up from ₹0.45 loss in 3Q 2024). Revenue: ₹2.35b (up 111% from 3Q 2024). Net income: ₹4.83m (up ₹33.3m from 3Q 2024). Profit margin: 0.2% (up from net loss in 3Q 2024). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공지 • Feb 05Yatra Online, Inc. to Report Q3, 2025 Results on Feb 11, 2025Yatra Online, Inc. announced that they will report Q3, 2025 results on Feb 11, 2025
Reported Earnings • Nov 14Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: ₹0.25 loss per share (improved from ₹4.21 loss in 2Q 2024). Revenue: ₹2.36b (up 149% from 2Q 2024). Net loss: ₹15.7m (loss narrowed 94% from 2Q 2024). Revenue exceeded analyst estimates by 138%. Earnings per share (EPS) also surpassed analyst estimates by 82%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공지 • Nov 04Yatra Online, Inc., Annual General Meeting, Nov 27, 2024Yatra Online, Inc., Annual General Meeting, Nov 27, 2024, at 18:00 Indian Standard Time. Location: gulf adiba, plot no. 272, 4th floor, udyog vihar, phase-ii, sector-20, haryana, india, 122008, gurugram India
Recent Insider Transactions Derivative • Sep 19Group Chief Financial Officer notifies of intention to sell stockRohan Mittal intends to sell 52k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of September. If the sale is conducted around the recent share price of US$1.55, it would amount to US$81k. Since March 2024, Rohan has owned 52.43k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
분석 기사 • Aug 13Why Investors Shouldn't Be Surprised By Yatra Online, Inc.'s (NASDAQ:YTRA) 28% Share Price SurgeYatra Online, Inc. ( NASDAQ:YTRA ) shareholders would be excited to see that the share price has had a great month...
공지 • Aug 07Yatra Online, Inc. to Report Q1, 2025 Results on Aug 12, 2024Yatra Online, Inc. announced that they will report Q1, 2025 results on Aug 12, 2024
Reported Earnings • Aug 06Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: ₹5.60 loss per share (further deteriorated from ₹4.59 loss in FY 2023). Revenue: ₹4.19b (up 9.5% from FY 2023). Net loss: ₹350.9m (loss widened 21% from FY 2023). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 44%. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Market cap is less than US$100m (US$82.6m market cap).
Reported Earnings • Jun 04Full year 2024 earnings released: ₹4.98 loss per share (vs ₹4.59 loss in FY 2023)Full year 2024 results: ₹4.98 loss per share (further deteriorated from ₹4.59 loss in FY 2023). Revenue: ₹4.24b (up 11% from FY 2023). Net loss: ₹317.5m (loss widened 9.8% from FY 2023). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
분석 기사 • Jun 01Not Many Are Piling Into Yatra Online, Inc. (NASDAQ:YTRA) Just YetWith a median price-to-sales (or "P/S") ratio of close to 1.3x in the Hospitality industry in the United States, you...
공지 • May 29Yatra Online, Inc. Unveils Gen AI-Powered Expense Management Solution for SMEs and Large EnterprisesYatra Online, Inc. announced that it has launched its expense management solution to enable both international and domestic enterprises to manage their business expenditure efficiently. This highly scalable tool will revolutionize the way businesses handle both travel and non-travel expenses, offering unparalleled efficiency and accuracy. The comprehensive solution promises to streamline the entire expense management process, while offering a seamless integration of travel bookings and expense tracking. Yatra's Expense Management Solution stands out with its utilization of cutting-edge technologies including GenAI Large Language Models (LLMs) for receipt analysis. Unlike traditional OCR technology, this ensures more accurate and comprehensive expense tracking, significantly reducing errors and saving time. Additionally, it features an integrated chatbot based on Gen AI and RAG models. Designed as an end-to-end travel solution, the tool manages everything from booking flights, hotels, and cars to recording incurred expenses during travel within a single platform. As the leading corporate travel provider, Yatra's introduction of this solution underscores its commitment to continuous innovation and excellence in the travel industry. Other key features of Yatra's Expense Management solution include: Multi-level approval process tailored to meet specific company requirements, ensuring streamlined workflow management. Seamless integration with ERP systems facilitates smooth data flow and enhances operational efficiency. Advanced analytics powered by a Power BI dashboard, providing deep insights for comprehensive expense analysis, empowering informed decision-making and strategic planning. Mobile application for Android and iOS, allowing users to create and approve expenses, view reports, check reimbursement status, capture mileage via GPS, make small payments through UPI, and automatically generate expense items from UPI payments. Expense auditing, integration with Google APIs for mileage tracking, and split expense capabilities. Yatra's Expense management Solution is rigorously tested for reliability, including load and stress testing to accommodate up to 150 simultaneous connections (users) submitting expense data concurrently. This ensures uninterrupted performance even during peak usage periods, guaranteeing a seamless experience for all users.
공지 • May 25Yatra Online, Inc. to Report Q4, 2024 Results on May 30, 2024Yatra Online, Inc. announced that they will report Q4, 2024 results on May 30, 2024
Recent Insider Transactions Derivative • Apr 12Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of April. If the sale is conducted around the recent share price of US$1.60, it would amount to US$60k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Dhruv currently holds 2.09m shares (0.03371008209760823 of the company). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Recent Insider Transactions Derivative • Mar 07Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$1.60, it would amount to US$60k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Dhruv has owned 2.09m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Feb 16Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: ₹0.45 loss per share (improved from ₹3.44 loss in 3Q 2023). Revenue: ₹1.11b (up 23% from 3Q 2023). Net loss: ₹28.5m (loss narrowed 87% from 3Q 2023). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 80%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공지 • Feb 09Yatra Online, Inc. to Report Q3, 2024 Results on Feb 14, 2024Yatra Online, Inc. announced that they will report Q3, 2024 results Pre-Market on Feb 14, 2024
Recent Insider Transactions Derivative • Feb 08Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of February. If the sale is conducted around the recent share price of US$1.65, it would amount to US$62k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Dhruv has owned 2.09m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Recent Insider Transactions Derivative • Dec 07Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 38k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$1.52, it would amount to US$57k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Dhruv has owned 2.09m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Nov 19Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: ₹4.21 loss per share (further deteriorated from ₹1.14 loss in 2Q 2023). Revenue: ₹947.6m (up 14% from 2Q 2023). Net loss: ₹269.4m (loss widened 278% from 2Q 2023). Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 88%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공지 • Nov 18Yatra Online, Inc. (NasdaqCM:YTRA) announces an Equity Buyback for $5 million worth of its shares.Yatra Online, Inc. (NasdaqCM:YTRA) announces a share repurchase program. Under the program, the company will repurchase up to $5 million worth of shares. The share repurchase program is valid over an unlimited time period.
공지 • Nov 10Yatra Online, Inc. to Report Q2, 2024 Results on Nov 17, 2023Yatra Online, Inc. announced that they will report Q2, 2024 results Pre-Market on Nov 17, 2023
Recent Insider Transactions Derivative • Nov 03Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 53k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of November. If the sale is conducted around the recent share price of US$1.49, it would amount to US$78k. For the year to March 2022, Dhruv's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Dhruv has owned 2.09m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
공지 • Oct 05Yatra Online, Inc. to Report Q1, 2024 Results on Oct 16, 2023Yatra Online, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Oct 16, 2023
공지 • Sep 15Yatra Online, Inc. announced that it has received INR 3.487399868 billion in funding from a group of investorsYatra Online, Inc. announced a private placement to issue 24,559,154 shares at an issue price of INR 142 per share for the gross proceeds of INR 3,487,399,868 on September 14, 2023. The transaction included participation from new investors ICICI Prudential Mutual Fund (MF), Mirae Asset MF, Tata MF, Bandhan MF, Max Life Insurance, Bajaj Allianz Life Insurance, Massachusetts Institute of Technology, Morgan Stanley Asia (Singapore) Pte, Goldman Sachs (Singapore) Pte, Bofa Securities Europe SA, Societe Generale, BNP Paribas Arbitrage and Quantum State Investment Fund and other anchor investors.
공지 • Sep 02Yatra Online, Inc., Annual General Meeting, Sep 28, 2023Yatra Online, Inc., Annual General Meeting, Sep 28, 2023, at 18:00 Indian Standard Time. Location: Gulf Adiba, Plot No. 272, 4th Floor, Udyog Vihar, Phase-II, Sector-20, Gurugram-122008, Haryana Haryana India Agenda: To consider Approval of an ordinary resolution to re-appoint Ms. Neelam Dhawan, Class I director nominee, to the Board of Directors to serve for a three-year term expiring at the 2026 annual general meeting; to consider Approval of an ordinary resolution to re-appoint Mr. Roshan Mendis, Class I director nominee, to the Board of Directors to serve for a three-year term expiring at the 2026 annual general meeting; to consider Approval of an ordinary resolution to re-appoint Mr. Michael A. Kaufman, Class I director nominee, to the Board of Directors to serve for a three-year term expiring at the 2026 annual general meeting; to consider Approval of an ordinary resolution to ratify the appointment of Ernst & Young Associates LLP as independent registered public accountant for the fiscal year ending March 31, 2024; and to consider other matters.
공지 • Aug 01Yatra Online, Inc. announced delayed 20-F filingOn 07/31/2023, Yatra Online, Inc. announced that they will be unable to file their next 20-F by the deadline required by the SEC.
New Risk • Jul 31New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₹2.0b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.
Breakeven Date Change • Jun 03Forecast breakeven date pushed back to 2025The 3 analysts covering Yatra Online previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of ₹481.0m in 2025. Average annual earnings growth of 134% is required to achieve expected profit on schedule.
Reported Earnings • Jun 02Full year 2023 earnings released: ₹0.005 loss per share (vs ₹7.66 loss in FY 2022)Full year 2023 results: ₹0.005 loss per share (improved from ₹7.66 loss in FY 2022). Revenue: ₹3.83b (up 92% from FY 2022). Net loss: ₹289.2m (loss narrowed 40% from FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공지 • May 26Yatra Online, Inc. to Report Q4, 2023 Results on May 30, 2023Yatra Online, Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on May 30, 2023
Reported Earnings • Mar 30Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: ₹3.44 loss per share (further deteriorated from ₹2.30 loss in 3Q 2022). Revenue: ₹902.6m (up 44% from 3Q 2022). Net loss: ₹216.4m (loss widened 51% from 3Q 2022). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Breakeven Date Change • Mar 29The 2 analysts covering Yatra Online previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 27% to 2023. The company is expected to make a profit of ₹491.2m in 2024. Average annual earnings growth of 0.8% is required to achieve expected profit on schedule.
Buying Opportunity • Feb 06Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$2.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 57% over the last 3 years. Earnings per share has grown by 41%.
Reported Earnings • Dec 01Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: ₹831.4m (up 85% from 2Q 2022). Net loss: ₹71.4m (loss narrowed 49% from 2Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Dec 01Forecast breakeven date pushed back to 2024The 2 analysts covering Yatra Online previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 84% to 2023. The company is expected to make a profit of ₹538.1m in 2024. Average annual earnings growth of 187% is required to achieve expected profit on schedule.
분석 기사 • Nov 19An Intrinsic Calculation For Yatra Online, Inc. (NASDAQ:YTRA) Suggests It's 26% UndervaluedIn this article we are going to estimate the intrinsic value of Yatra Online, Inc. ( NASDAQ:YTRA ) by taking the...
Seeking Alpha • Sep 08Rohan Mittal is the new finance chief of Yatra OnlineYatra Online (NASDAQ:YTRA) appoints more than 20 years of financial, accounting and merger and acquisition experienced Rohan Mittal to the position of group CFO, effective today.
Seeking Alpha • Aug 30Yatra Online Non-GAAP EPS of $0.01 in-line, revenue of $11.38M misses by $1.64MYatra Online press release (NASDAQ:YTRA): Q2 Non-GAAP EPS of $0.01 in-line. Revenue of $11.38M (+184.5% Y/Y) misses by $1.64M. Shares +2.79% PM.
Breakeven Date Change • Aug 26Forecast breakeven date pushed back to 2024The 2 analysts covering Yatra Online previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 87% to 2023. The company is expected to make a profit of ₹682.9m in 2024. Average annual earnings growth of 141% is required to achieve expected profit on schedule.
분석 기사 • Aug 12Is Yatra Online (NASDAQ:YTRA) Using Debt In A Risky Way?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Aug 04Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: ₹7.66 loss per share (up from ₹20.38 loss in FY 2021). Revenue: ₹1.99b (up 56% from FY 2021). Net loss: ₹477.9m (loss narrowed 59% from FY 2021). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) exceeded analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 137%, compared to a 38% growth forecast for the restaurants industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • Jul 11Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 60k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of July. If the sale is conducted around the recent share price of US$2.28, it would amount to US$137k. Dhruv currently holds 1.70m shares (0.02801317499954354 of the company). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Seeking Alpha • Jul 04Yatra gains 3% after MAK Capital One discloses 19.4% stakeYatra Online (NASDAQ:YTRA) gained 3% in after hours trade Friday night after the company reported that MAK Capital One L.L.C. has 19.4% stake, representing 12.12M shares. The following transactions in the ordinary shares were effected by MAK Capital Fund LP during the past sixty (60) days: MAK Capital bought 680,966 shares in the last 60 days. SEC Form 13D
Seeking Alpha • Jun 15Yatra Online: Underfollowed Indian Gem With A Huge Upside PotentialYatra Online (YTRA) is India's well-known and trusted OTA (Online Travel Agency) brand. Yatra, listed and mostly ignored on Nasdaq, has a low valuation due to the pandemic and a failed merger with Ebix. The Indian travel industry is recovering fast from the pandemic and is expected to grow rapidly. Yatra has filed for the IPO of its wholly-owned subsidiary in the stock market in India, where Yatra's peers carry much higher valuations. Recovering travel and imminent IPO in India could propel the languishing Yatra stock in Nasdaq much higher.
Reported Earnings • Jun 04Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: ₹1.99b (up 56% from FY 2021). Net loss: ₹477.9m (loss narrowed 59% from FY 2021). Revenue exceeded analyst estimates by 20%. Over the next year, revenue is forecast to grow 217%, compared to a 85% growth forecast for the restaurants industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Seeking Alpha • Apr 28Yatra Online: Attractive With Travel Recovery And Upcoming IPO Of SubsidiaryYatra Online is the second-largest online travel agency in India and the largest online corporate travel provider. Due to revenue decline during COVID-19 and due to lack of recognition in the US, Yatra shares are trading at a very low valuation. Yatra's revenue is expected to recover to pre-COVID levels and may do even better due to improved efficiency and the signing of new customers. Yatra recently filed for IPO in India for its wholly owned India subsidiary at potentially a multifold valuation of the parent. IPO of subsidiary along with recovering revenue make YTRA stock very attractive at current levels.
Reported Earnings • Apr 05Third quarter 2022 earnings: Revenues miss analyst expectationsThird quarter 2022 results: Revenue: ₹627.1m (up 103% from 3Q 2021). Net loss: ₹143.3m (loss narrowed 33% from 3Q 2021). Revenue missed analyst estimates by 50%. Over the next year, revenue is forecast to grow 176%, compared to a 100% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 26We're Interested To See How Yatra Online (NASDAQ:YTRA) Uses Its Cash Hoard To GrowWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Recent Insider Transactions Derivative • Jan 11Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of January. If the sale is conducted around the recent share price of US$1.69, it would amount to US$85k. Since March 2021, Dhruv has owned 1.70m shares directly. There has only been one transaction (US$4.7m purchase) from insiders over the last 12 months.
분석 기사 • Dec 26News Flash: 3 Analysts Think Yatra Online, Inc. (NASDAQ:YTRA) Earnings Are Under ThreatMarket forces rained on the parade of Yatra Online, Inc. ( NASDAQ:YTRA ) shareholders today, when the analysts...
Reported Earnings • Dec 24Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: ₹2.23 loss per share (up from ₹4.88 loss in 2Q 2021). Revenue: ₹450.5m (up 71% from 2Q 2021). Net loss: ₹138.8m (loss narrowed 53% from 2Q 2021). Revenue missed analyst estimates by 50%. Earnings per share (EPS) also missed analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 157%, compared to a 136% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Dec 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₹3.47b to ₹2.16b. EPS estimate increased from -₹5.72 to -₹4.69 per share. Hospitality industry in the US expected to see average net income growth of 45% next year. Consensus price target broadly unchanged at US$4.07. Share price was steady at US$1.85 over the past week.
Major Estimate Revision • Dec 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -₹4.57 to -₹5.72 per share. Revenue forecast of ₹3.48b unchanged since last update. Hospitality industry in the US expected to see average net income growth of 44% next year. Consensus price target broadly unchanged at US$4.04. Share price was steady at US$1.89 over the past week.
Recent Insider Transactions Derivative • Oct 10Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$1.94, it would amount to US$97k. Since March 2021, Dhruv has owned 1.70m shares directly. There has only been one transaction (US$4.7m purchase) from insiders over the last 12 months.
Reported Earnings • Aug 04Full year 2021 earnings released: ₹20.38 loss per share (vs ₹17.94 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ₹1.27b (down 83% from FY 2020). Net loss: ₹1.18b (loss widened 41% from FY 2020). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 05Is Yatra Online (NASDAQ:YTRA) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Major Estimate Revision • Jun 15Consensus revenue estimates fall to ₹3.50bThe consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from ₹4.33b to ₹3.50b. Forecast losses increased from -₹5.27 to -₹14.93 per share. Hospitality industry in the US expected to see average net income growth of 96% next year. Consensus price target broadly unchanged at US$3.75. Share price was steady at US$2.26 over the past week.
분석 기사 • Jun 13Yatra Online, Inc. (NASDAQ:YTRA) Analysts Just Slashed This Year's EstimatesThe analysts covering Yatra Online, Inc. ( NASDAQ:YTRA ) delivered a dose of negativity to shareholders today, by...
분석 기사 • Jun 10Analysts Have Lowered Expectations For Yatra Online, Inc. (NASDAQ:YTRA) After Its Latest ResultsYatra Online, Inc. ( NASDAQ:YTRA ) just released its latest full-year report and things are not looking great...
Reported Earnings • Jun 09Full year 2021 earnings releasedThe company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ₹1.27b (down 83% from FY 2020). Net loss: ₹1.18b (loss widened 41% from FY 2020). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • May 26Insider recently bought US$4.7m worth of stockOn the 24th of May, Cobb Sadler bought around 2m shares on-market at roughly US$2.19 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
분석 기사 • May 11Does This Valuation Of Yatra Online, Inc. (NASDAQ:YTRA) Imply Investors Are Overpaying?Today we will run through one way of estimating the intrinsic value of Yatra Online, Inc. ( NASDAQ:YTRA ) by taking the...
Recent Insider Transactions Derivative • Mar 13Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell 150k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of March. If the sale is conducted around the recent share price of US$2.31, it would amount to US$347k. Since March 2020, Dhruv has owned 469.29k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
분석 기사 • Mar 11Yatra Online's (NASDAQ:YTRA) Shareholders Are Down 69% On Their SharesWhile it may not be enough for some shareholders, we think it is good to see the Yatra Online, Inc. ( NASDAQ:YTRA...
Reported Earnings • Feb 07Third quarter 2021 earnings released: ₹3.52 loss per share (vs ₹2.42 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₹309.1m (down 84% from 3Q 2020). Net loss: ₹214.7m (down 291% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Feb 06Analysts update estimatesThe 2021 consensus revenue estimate was lowered from ₹1.64b to ₹1.40b. Earnings per share (EPS) saw an improvement, with analysts raising their estimates from -₹15.17 to -₹14.05 for the same period. The Online Retail industry in the US is expected to see an average net income growth of 15% next year. The consensus price target increased from US$220 to US$237. Share price is up 37% to US$2.68 over the past week.
Is New 90 Day High Low • Feb 04New 90-day high: US$2.42The company is up 140% from its price of US$1.01 on 05 November 2020. The American market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$2.28 per share.
Recent Insider Transactions Derivative • Dec 10Co-Founder notifies of intention to sell stockDhruv Shringi intends to sell roughly 166.99k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$2.19, it would amount to US$366k. Since December 2019, Dhruv has owned 469.29k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Is New 90 Day High Low • Nov 11New 90-day high: US$1.19The company is up 62% from its price of US$0.73 on 13 August 2020. The American market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 1.0% over the same period.