Yatra Online Limited · NSE:YATRA
Yatra Online — Corporate Update (March 2022)
8 slides from Yatra Online's corporate update, Mar 25, 2022
Slide 1: IPO in India: Overview & Strategic Rationale
IPO in India Overview & Strategic Rationale March 2022 1
Slide 2: Disclaimer
Disclaimer The following presentation, including any printed or electronic copy of these slides, the information communicated during any delivery of the presentation and any question and answer session and any document or material distributed at or in connection with the presentation (collectively,
Slide 3: Overview & Key Considerations
Overview & Key Considerations • Over the last 15 years, Yatra Online, Inc. (Yatra Online) has become one of India's leading online travel agencies – strength of brand expected to increase investor interest in India • Yatra Online is at an inflection point as India’s travel industry continues to grow
Slide 4: Yatra Online Today
Yatra Online Today • Trusted and well recognized online travel brand • Market leadership position across B2E and B2C segments • Sizeable presence across travel categories and channels with second largest OTA Platform and diversified segmental and client mix • Strong macro tailwinds for online travel
Slide 5: Compelling Benefits of India IPO
Compelling Benefits of India IPO • Option to raise capital at potentially higher company valuation while seeking to minimize dilutive impact for reduced balance sheet risk and improved liquidity • Access to domestic Indian institutional and retail investors, including large strategic partners, curre
Slide 6: Unlocking Value, Reducing Risk & Improving Liquidity
Unlocking Value, Reducing Risk & Improving Liquidity • Opportunity to lower Yatra Online’s cost of capital, strengthen balance sheet and fund investment • Provides currency for potential equity funded acquisitions in India • Proceeds enable further investments in technology and corporate infrastruct
Slide 7: Increasing Coverage, Publicity & Brand Recognition
Increasing Coverage, Publicity & Brand Recognition • IPO in India will likely increase interest in Yatra Online and strengthen the company’s brand • Yatra Online anticipates 4-5 additional research analysts initiating coverage • Opportunity to leverage business media interest to improve B2C business
Slide 8: Illustrative Timeline
Illustrative Timeline Late March 2022 • File Draft Red Herring Prospectus with Securities and Exchange Board Late May / Early June 2022 of India (SEBI), Stock Exchanges • Prospectus Declared Effective (SE) • Solicit Investor Feedback on • Review and Comment Period Pricing & Demand Mid April 2022 Exp