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, Inc. (YTRA) 2025年第二季度業績會的摘要：
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報告的營業收入同比大幅增長151%，達到23.6億印度盧比，這主要得益於其酒店和套餐板塊以及會議、獎勵、展覽（MICE）業務的強勁表現。
該公司本季度的經調整EBITDA爲6670萬印度盧比，同比增加91%。
儘管航空票務板塊下降了10%，整體毛預訂量仍保持穩定，達到177億印度盧比。
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成功完成了對Globe Travels的收購，顯著提升了其在企業旅遊市場的投資組合，並擁有新的多元化客戶群。
該公司在整合新分銷能力（NDC）方面取得了顯著進展，增強了其企業旅遊服務並改善了預訂體驗。
對其費用管理解決方案RECAP的投資，顯示出在試點階段強大的潛力，可以進一步鞏固其在企業差旅和費用管理板塊的地位。
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。
會議、獎勵、會議和展覽（MICE）板塊以及企業酒店的擴展繼續推動顯著增長，並通過向擴大客戶基礎進行交叉銷售提供進一步擴展的機會。
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，給維持市場份額和盈利能力帶來了挑戰。
經濟波動及其對企業支出的影響可能會間接影響旅遊板塊的復甦速度和可持續性。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. 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：本文由人工智能生成。內容的準確性無法得到完全保證。有關更全面的細節，請參考投資者關係網站。本文僅供投資者參考，不構成任何指導或建議。