Yatra Online, Inc. (YTRA) Q2 2025 Earnings Call Transcript Summary
Yatra Online, Inc. (YTRA) Q2 2025 Earnings Call Transcript Summary
Despite a 10% decline in the Air Ticketing segment, overall gross bookings remained stable at INR 17.7 billion.The following is a summary of the Yatra Online, Inc. (YTRA) Q2 2025 Earnings Call Transcript:
以下是yatra online公司(YTRA)2025年第二季度業績會交易摘要:
Financial Performance:
財務表現：
Yatra Online reported a drastic year-over-year revenue increase of 151% to INR 2.36 billion, largely due to the strong performance of its Hotels and Packages segment and MICE business.
The company's adjusted EBITDA for the quarter was INR 66.7 million, an increase of 91% year-over-year.
Despite a 10% decline in the Air Ticketing segment, overall gross bookings remained stable at INR 17.7 billion.
yatra online報告，由於其酒店和包裹業務板塊以及MICE業務的表現強勁，同比營業收入大幅增長151%，達到23.6億盧比。
該公司本季度調整後的EBITDA爲6670萬盧比，同比增長91%。
儘管機票業務板塊下降了10%，但整體毛收入仍穩定在177億盧比。
Business Progress:
業務進展：
Yatra successfully completed the acquisition of Globe Travels, significantly boosting its portfolio in the corporate travel market with new and diversified customer bases.
The company has made significant advancements in integrating new distribution capabilities (NDC), enhancing its corporate travel services and improving the booking experience.
Investment in the development of its expense management solution, RECAP, which shows strong potential in pilot phase, could further secure its stance in corporate travel and expense management sectors.
yatra成功完成了收購Globe Travels，大幅增強了公司在企業旅遊市場中的投資組合，拓展了新的多樣化客戶群。
公司在整合新的分銷能力(NDC)、增強企業旅遊服務和改善預訂體驗方面取得了重大進展。
投資於其費用管理解決方案RECAP的發展，該解決方案在試點階段表現出強大潛力，有望進一步鞏固其在企業旅行和費用管理領域的地位。
Opportunities:
機會：
The strategic acquisition of Globe Travels is expected to reinforce Yatra's leadership in India's corporate travel market and strengthen its standing with suppliers.
Expansion in the MICE segment and corporate hotels continues to drive considerable growth, with opportunities for further expansion through cross-selling to an enlarged customer base.
對Globe Travels的戰略收購預計將加強yatra online在印度企業旅行市場的領導地位，並加強與供應商的關係。
MICE領域和企業酒店的擴張持續推動了可觀增長，並通過向擴大客戶群進行跨銷售提供了進一步擴張的機會。
Risks:
風險：
The B2C air segment faces intensified price competition from domestic suppliers, posing challenges in maintaining market share and profitability.
Economic fluctuations and the impact upon corporate spending could indirectly influence the travel sector's recovery pace and sustainability.
B2C航空板塊面臨來自國內供應商的激烈價格競爭，這給保持市場份額和盈利能力帶來了挑戰。
經濟波動以及對企業支出的影響可能間接影響旅遊板塊的復甦速度和可持續性。
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。
