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MakeMyTrip Limited (MMYT) Q2 2025 Earnings Call Transcript Summary

MakeMyTrip Limited (MMYT) Q2 2025 Earnings Call Transcript Summary

makemytrip有限公司(MMYT)2025年第二季度業績會文本摘要
富途資訊 ·  10/23 22:50  · 電話會議

The following is a summary of the MakeMyTrip Limited (MMYT) Q2 2025 Earnings Call Transcript:

以下是 MakeMyTrip 有限公司 (MMYT) 2025年第二季度業績會交易記錄摘要:

Financial Performance:

金融業績:

  • MakeMyTrip reported a gross booking value of $2.3 billion for the quarter, reflecting a 24.3% year-on-year growth in constant currency terms.

  • Adjusted operating profit reached $37.5 million, showing a year-on-year increase of approximately 33%.

  • Revenue growth was stronger at 26.5% year-on-year in constant currency.

  • MakeMyTrip 報告的季度總銷售額爲$23億,以恒定貨幣計價的年同比增長率爲24.3%。

  • 調整後的營業利潤達到$3750萬,年同比增長約33%。

  • 營業收入以恒定貨幣計價年同比增長 26.5%。

Business Progress:

業務進展:

  • Expanded the international hotels outbound business by revamping the booking experiences and targeting Indian consumers with localized offerings.

  • Increased the air-ticketing business margin by 21.1% year-on-year in constant currency.

  • Grew the accommodation business with a 21.4% increase in adjusted margin year-on-year in constant currency terms.

  • Launched a new co-branded credit card to enhance customer acquisition and retention.

  • Launched the GenAI chatbot 'Myra' for enhanced customer interaction and support.

  • 通過重新設計預訂體驗並針對印度消費者提供本地化服務,拓展了國際酒店出境業務。

  • 航空票務業務邊際利潤以恒定貨幣計價年同比增長了21.1%。

  • 在恒定貨幣條件下,調整後的邊際增長率年同比增長21.4%,推動住宿業務增長。

  • 推出一款新的聯名信用卡,以增強客戶獲取和保留。

  • 推出了GenAI聊天機器人'Myra',以增強客戶互動和支持。

Opportunities:

機會:

  • Leveraging India's economic growth and increasing digitalization to expand in the travel and tourism sectors.

  • Targeting a growing consumer class in India with tailored travel packages and experiences.

  • Expanded supply-side to address a broader array of customer segments and preferences.

  • 利用印度的經濟增長和不斷增加的數字化,以擴大在旅遊和旅遊業務領域的業務。

  • 針對印度不斷增長的消費階層,提供量身定製的旅行套餐和體驗。

  • 擴大供應端,以滿足更廣泛的客戶群體和偏好。

Risks:

風險:

  • Unusual heavy rainfall impacting demand but considered a short-term effect with recovery observed.

  • 飛凡的大雨影響了需求,但被視爲短期效應,觀察到復甦。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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