Analysts Are Betting On Yatra Online Limited (NSE:YATRA) With A Big Upgrade This Week

Yatra Online Limited (NSE:YATRA) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's forecasts. The revenue forecast for this year has experienced a facelift, with analysts now much more optimistic on its sales pipeline. Investors have been pretty optimistic on Yatra Online too, with the stock up 29% to ₹188 over the past week. We'll be curious to see if these new estimates convince the market to lift the stock price higher still.

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Following the upgrade, the latest consensus from Yatra Online's five analysts is for revenues of ₹11b in 2026, which would reflect a meaningful 9.4% improvement in sales compared to the last 12 months. Per-share earnings are expected to soar 21% to ₹4.28. Previously, the analysts had been modelling revenues of ₹9.4b and earnings per share (EPS) of ₹4.15 in 2026. The most recent forecasts are noticeably more optimistic, with a substantial gain in revenue estimates and a lift to earnings per share as well.

Check out our latest analysis for Yatra Online

It will come as no surprise to learn that the analysts have increased their price target for Yatra Online 26% to ₹222 on the back of these upgrades.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that Yatra Online's revenue growth is expected to slow, with the forecast 20% annualised growth rate until the end of 2026 being well below the historical 40% p.a. growth over the last three years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 22% annually. Factoring in the forecast slowdown in growth, it looks like Yatra Online is forecast to grow at about the same rate as the wider industry.

The Bottom Line

The biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power expected for this year. There was also an upgrade to revenue estimates, although as we saw earlier, forecast growth is only expected to be about the same as the wider market. There was also a nice increase in the price target, with analysts apparently feeling that the intrinsic value of the business is improving. Given that analysts appear to be expecting substantial improvement in the sales pipeline, now could be the right time to take another look at Yatra Online.

Still, the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Yatra Online analysts - going out to 2028, and you can see them free on our platform here.

Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies backed by insiders.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.