New Delhi: Travel service provider Yatra Online is on an impressive recovery journey, bouncing back sharply after a challenging period. From lows of ₹81 per share in July 2025, its shares have surged 100% to ₹163, providing significant returns for its investors. This surge comes despite broader market volatility, driven by strong quarterly performance that exceeded growth expectations even amid disruptions in the travel sector.
Yatra Online’s Remarkable Recovery
Yatra Online, India’s leading corporate travel services provider, has been experiencing a remarkable revival in its stock performance. After hitting a low of ₹81 per share in July 2025, the company’s stock price has skyrocketed by 100% within just nine weeks, trading at ₹163. This surge is particularly notable given that the broader market has been facing considerable volatility during this time.
The recent rally has pushed Yatra’s stock price to its highest level since March and is now just 16% shy of its all-time high of ₹194, reached in February 2024. This remarkable turnaround has rewarded long-suffering investors who eagerly awaited this moment of resurgence.
Strong Financial Performance in Q1
The turnaround can be attributed to Yatra’s impressive financial performance reported for the June quarter. The company registered a staggering 108% year-on-year increase in revenue amounting to ₹210 crore, primarily fueled by an increase in corporate travel and an expanded share of hotels and package services.
Key metrics illustrating this growth are as follows:
| Metric | Q1 FY2025 | Q1 FY2024 | Year-on-Year Change |
|—————————|—————-|—————-|———————-|
| Revenue (₹ crore) | 210 | 101 | 108% |
| EBITDA (₹ crore) | N/A | N/A | 247% |
| PAT (₹ crore) | 16 | 4 | 300% |
Yatra’s earnings before interest, taxes, depreciation, and amortization (EBITDA) soared by 247%, while its profit after tax (PAT) experienced a fourfold year-on-year increase, now standing at ₹16 crore. This positive trend has been driven by a solid performance in its corporate division as well as the higher-margin hotel and package business, which benefitted significantly from continued momentum in meetings, incentives, conferences, and exhibitions (MICE), along with effective cross-selling strategies.
The company also signed 34 new corporate customers during this quarter, collectively representing a potential annual billing of ₹2 billion. These figures indicate Yatra’s robust market positioning and a diversified clientele, reassuring investors about its future growth trajectory.
Brokerage Firms Respond Positively
Following these encouraging results, brokerage firms have begun to re-evaluate their recommendations on Yatra Online’s stock. Investec has adjusted its price target from ₹155 to ₹175 while maintaining a ‘Buy’ rating, highlighting the company’s consistently profitable portfolio. Similarly, Antique Stock Broking increased its target from ₹136 to ₹175, citing enhanced performance in the hotel sector and substantial growth in corporate dealings.
This renewed confidence from brokerage houses suggests that Yatra has not only shown resilience but also capitalized on emerging opportunities within the travel sector, indicating strong fundamentals that could drive long-term growth.
Retail Investors’ Confidence
Despite the recent downturns in stock prices prior to this rebound, retail investors have continued to show significant interest in Yatra Online. The company made its stock market debut in September 2023 and had a favorable start. However, it faced a steep decline for several months until June 2025. During this challenging period, retail ownership in the company grew from 7.5% to 13.6%—a clear sign of increasing investor confidence in its long-term prospects. Today, Yatra’s stock trades 15% above its IPO price of ₹142, illustrating a renewed optimism among shareholders.
The combination of effective growth strategies and positive financial outcomes has encouraged retail investors to increase their holdings, thereby promoting greater stability in Yatra Online’s stock.
Looking Ahead: Impact on the Indian Economy
Yatra Online’s revival is reflective of broader trends in the Indian economy, as travel and tourism sectors rebound after a challenging period. With the recent data from the Reserve Bank of India (RBI) showing a gradual increase in consumer spending, Yatra’s growth could signify an overall recovery in the economy. This aligns with forecasts from the World Bank, which predicts growth in tourism sectors as restrictions ease and consumer confidence returns.
Given that Yatra Online is a pivotal player in both the corporate and consumer travel markets, its success can have a ripple effect on various related sectors, further boosting overall economic growth.
Disclaimer: This story is for educational purposes only. The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
Bankerpedia’s Insight 💡
Yatra Online’s remarkable 100% stock surge reflects a resurgence in investor confidence, driven by solid quarterly performance despite challenging market conditions. This revival signifies potential growth in India’s travel sector, highlighting opportunities for both corporate and leisure travel services. Enhanced demand could stimulate broader economic benefits, aiding recovery in related sectors. For investors, staying informed on Yatra’s evolving business strategies and broader market trends remains crucial. As always, consider consulting with financial experts before making investment decisions to navigate this dynamic landscape effectively.
What Does This Mean for Me? 🤔
- Salaried Person → Potential salary increase from corporate travel growth.
- Business Owner → Increased investor confidence and potential growth opportunities.
- Student → Potential opportunity for student investing in travel stocks.
- Self-employed → Increased travel options could boost business opportunities significantly.
- Homemaker → Potential travel savings; improved choices for family vacations.
- Retiree / Senior Citizen → Potential for increased retirement income from stock investments.
- Job Seeker → Increased job opportunities in corporate travel sector.
- Farmer / Rural Citizen → Potentially increased travel opportunities and revenue for farmers.
Research References 📚
- www.livemint.com
- RBI
- SEBI
- Ministry of Finance
- NABARD
- Department of Financial Services (DFS)
- IMF
- World Bank
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