Added to YB: 2025-10-29
Pitch date: 2025-09-30
YTRA [bullish]
Yatra Online, Inc.
+29.66%
current return
Author Info
No bio for this author
Company Info
Yatra Online, Inc. operates as an online travel company in India and internationally. It operates through Air Ticketing; Hotels and Packages; and Other Services segments.
Market Cap
$8.6B
Pitch Price
$1.45
Price Target
3.61 (+92%)
Dividend
N/A
EV/EBITDA
47.20
P/E
267.48
EV/Sales
0.95
Sector
Hotels, Restaurants and Leisure
Category
growth
2025-09-30 Yatra Online, Inc [YTRA] (Arivarasan M)
YTRA: India's largest corporate travel provider w/ 1,300+ clients in market expected to double to $21B by 2030. Q4 rev +99.7% YoY to $24.5M, swing to $1.3M profit from loss. 5yr price target $3.61 (+147% upside). Bulls: 14-15% corp travel CAGR, online shift, margin expansion from hotels/packages. Bears: brutal OTA competition, airline commission cuts, economic sensitivity. Entry was ideal at $1-1.2 vs current $1.46.
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