Transportation
|
Updated on 13 Nov 2025, 10:05 am
Reviewed By
Abhay Singh | Whalesbook News Team
Yatra Online, Inc. has experienced a significant rally in its stock price, jumping nearly 35% over three consecutive days following the release of its robust financial results for the second quarter (July-September) of FY26. The company announced a consolidated net profit of Rs 14.28 crore, an impressive near doubling from Rs 7.3 crore in the same quarter last year. Its revenue from operations demonstrated substantial growth, soaring over 48% year-on-year to Rs 350.87 crore, up from Rs 236.40 crore in Q2 FY25. The operational profitability also surged, with EBITDA climbing 125% year-on-year to Rs 24.8 crore, achieving a healthy EBITDA margin of 20%. Furthermore, Yatra Online has strengthened its financial position by reducing its gross debt from Rs 54.6 crore in March to Rs 21.1 crore in September, highlighting improved liquidity.
Impact This strong performance has led to positive analyst sentiment. Brokerages have responded by increasing their target prices and maintaining positive ratings. JM Financial raised its target to Rs 215 from Rs 190, citing strong momentum in the Hotels & Packages segment and a raised full-year Adjusted EBITDA guidance of 35%-40%. Antique Stock Broking has set a target of Rs 230, also with a 'Buy' call, expecting Yatra Online's FY26 PAT to reach Rs 60 crore. This news is highly impactful for investors, indicating strong operational improvements and positive future outlook for the company. Rating: 8/10
Difficult terms explained: Consolidated net profit: This is the total profit of a company and all its subsidiary companies combined, after deducting all expenses and taxes. Revenue from operations: This refers to the income a company generates from its primary business activities, excluding any non-operational income. Year-on-year (YoY): This is a method of comparing financial data from a specific period (like a quarter or year) with the data from the same period in the previous year, to assess growth or decline. EBITDA: Stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It's a measure of a company's operating profitability before accounting for financing and accounting decisions. EBITDA margin: This is calculated by dividing EBITDA by the total revenue, expressed as a percentage. It shows how much profit a company makes from its core operations for every rupee of sales. Gross debt: This is the total amount of money a company owes to external lenders, including loans and bonds, before deducting any cash or cash equivalents. Adjusted EBITDA: This is a modified version of EBITDA where certain extraordinary or non-recurring income or expenses are excluded to provide a clearer picture of ongoing operational performance. Revenue less service costs: This is a specific metric where the direct costs incurred in providing services are subtracted from the total revenue generated from those services. PAT (Profit After Tax): This is the net profit a company earns after all expenses, interest, and taxes have been accounted for. It represents the company's final profit for a period.