India · Delayed Price · Currency is INR RateGain Travel Technologies Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2026 saw 94% revenue growth and strong EBITDA, driven by Sojern integration and cost synergies. Organic growth is set to accelerate, with double-digit gains expected in Q4 and sustainable margins targeted at 18%-18.5%.
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Q2 FY 2026 saw record revenue and strong MarTech and DaaS growth, with a raised FY 2026 revenue outlook of 55%-60% year-over-year and EBITDA margin guidance of 16%-17%. The Sojern acquisition and new product innovations position the company for continued expansion.
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Q1 FY26 saw record new contract wins and 5% revenue growth, driven by strong APAC and MarTech performance, robust AI-led product adoption, and a healthy pipeline. Margins remain stable, guidance is unchanged, and optimism prevails for continued sequential growth.
Fiscal Year 2025
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A definitive agreement has been signed to acquire a global AI-led travel marketing platform for INR 250 million, funded equally by cash and debt. The deal is expected to double revenue, deliver significant cost and revenue synergies, and position the combined entity as a leading AI-powered travel tech provider.
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Record FY 2025 revenue and EBITDA margins were achieved, driven by AI-first innovation and strong MarTech growth. FY 2026 will be a year of investment, with 6–8% revenue growth expected and margins temporarily lower as GTM efforts ramp up, especially in APAC and Middle East.
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Q3 FY25 saw 10.6% revenue growth and record margins, but FY25 guidance was revised to 12%-13% due to deal delays. DaaS and MarTech segments outperformed, while distribution faced headwinds. Management remains optimistic, focusing on AI innovation and disciplined M&A.
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Delivered record margins and 18%+ revenue growth, with strong performance across all segments. Guidance revised to 15% growth for FY25 due to a major client loss and some pricing pressure, but margin outlook remains robust.
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Q1 FY25 saw 21% revenue growth and 32% EBITDA growth, with strong DaaS and MarTech performance, while distribution growth was muted due to a one-off discount and OTA consolidation. Guidance for 20% annual revenue growth and 150-200 bps margin improvement is maintained, supported by a robust pipeline and ongoing product innovation.