Added to YB: 2026-07-13
Pitch date: 2026-06-22
YTRA [bullish]
Yatra Online, Inc.
-4.17%
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
$5.0B
Pitch Price
$0.96
Price Target
1.88 (+104%)
Dividend
N/A
EV/EBITDA
23.07
P/E
-24.86
EV/Sales
0.66
Sector
Hotels, Restaurants and Leisure
Category
special_situation
A Special Yatra
YTRA: Special-situation arb: NASDAQ parent trades at 49.9% discount to Indian sub (YATRA) via 1.58x mapping, ~99.5% upside to parity. FY26 record: rev +27% to $107M, adj EBITDA +64%, 30% EBITDA CAGR guide. Activists MAK (20%), Altai (5.1%) driving cleanup. GIFT City retail pipeline + convertibility catalyst; board open to sale (prior Ebix $337.8M deal). $51M mkt cap.
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