Le Travenues Technology Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
ixigo reported Q1 FY27 GTV of Rs. 5,524.33 crores, up 19% year-on-year, revenue from operations of Rs. 356.75 crores, up 13%, and profit after tax of Rs. 34.24 crores, up 81%. Adjusted EBITDA declined 7% year-on-year to Rs. 29.24 crores as the company increased investment in hotels and AI while its trains, flights and buses businesses generated operating leverage. Management described buses as the largest contributor to contribution margin, cited constrained aviation capacity and train ticketing policy restrictions as headwinds, and detailed the acquisition of a 54.66% stake in Brevistay alongside AI initiatives including ixigo NEXT and TARA.
ixigo reported FY26 revenue growth of 34% and adjusted EBITDA growth of 28%, with gross transaction value crossing about INR18,693 crores for the full year. In Q4 FY26, the company posted revenue from operations of INR308 crores, contribution margin of INR121 crores, adjusted EBITDA of over INR30 crores, and its highest-ever quarterly PAT of INR32 crores. Management discussed performance across buses, flights, trains and hotels, and described the launch of ixigo NEXT, an AI-native product layer across its apps.