Yatra Online Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The investors in Yatra Online Limited's (NSE:YATRA) will be rubbing their hands together with glee today, after the share price leapt 36% to ₹191 in the week following its second-quarter results. Revenue was ₹3.5b beating expectations by a remarkable 52%. Statutory earnings per share (EPS) fell 17% short of estimates, at ₹0.91 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Yatra Online after the latest results.

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Taking into account the latest results, the current consensus from Yatra Online's five analysts is for revenues of ₹11.1b in 2026. This would reflect a notable 9.4% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to soar 25% to ₹4.43. In the lead-up to this report, the analysts had been modelling revenues of ₹9.36b and earnings per share (EPS) of ₹4.15 in 2026. The analysts seem more optimistic after the latest results, with a nice gain to revenue and a slight bump in earnings per share estimates.

See 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 23% to ₹217on the back of these upgrades. 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 ₹270 per share, while the most pessimistic values it at ₹175. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Of course, another way to look at these forecasts is to place them into context against the industry itself. 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. Compare this to the 99 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 22% per year. 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 most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Yatra Online following these results. 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 industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

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. We have forecasts for Yatra Online going out to 2028, 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.