Earnings Update: Yatra Online Limited (NSE:YATRA) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Last week, you might have seen that Yatra Online Limited (NSE:YATRA) released its quarterly result to the market. The early response was not positive, with shares down 9.2% to ₹84.48 in the past week. The results were positive, with revenue coming in at ₹2.4b, beating analyst expectations by 9.4%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

See our latest analysis for Yatra Online

Taking into account the latest results, the consensus forecast from Yatra Online's four analysts is for revenues of ₹11.7b in 2026. This reflects a sizeable 70% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 136% to ₹4.05. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹11.4b and earnings per share (EPS) of ₹3.96 in 2026. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.

Despite these upgrades,the analysts have not made any major changes to their price target of ₹148, suggesting that the higher estimates are not likely to have a long term impact on what the stock is worth. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Yatra Online analyst has a price target of ₹166 per share, while the most pessimistic values it at ₹120. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's clear from the latest estimates that Yatra Online's rate of growth is expected to accelerate meaningfully, with the forecast 53% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 9.6% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 21% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Yatra Online is expected to grow much faster than its industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Yatra Online's earnings potential next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Yatra Online going out to 2027, and you can see them free on our platform here..

Plus, you should also learn about the 1 warning sign we've spotted with Yatra Online .

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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.