Domestic travel stocks are gaining attention amid uncertainty around international travel routes and fuel supply disruptions. According to reports from Equitymaster, strong summer travel demand, rising disposable incomes, and robust tourism activity are enhancing growth prospects for Indian hotels and online travel companies. The sector is positioned to benefit from these favorable market conditions as travelers increasingly opt for domestic destinations.
Thomas Cook (India) reported revenues of ₹2,145 crore versus ₹2,061 crore year-over-year, while net profit stood at ₹44 crore compared to ₹46 crore in the previous year. As reported by Equitymaster, the company operates across 28 countries and manages brands like SOTC and Sterling Holidays, providing end-to-end travel solutions. Recently, Crisil Ratings reaffirmed the company's long-term rating at 'AA/Stable' and short-term rating at 'A1+', highlighting its resilient business model and strong financial profile.
IRCTC reported Q3 FY26 revenues of ₹1,449 crore against ₹1,224 crore year-over-year, with net profit reaching ₹394 crore versus ₹341 crore. According to Equitymaster, the public sector undertaking serves as the professional hospitality, ticketing, and travel arm of Indian Railways, managing catering services and online railway ticketing. The company is expanding beyond ticketing through payment aggregator business and plans for a unified travel portal using AI/ML technology.
Yatra Online reported Q3 FY26 revenues of ₹256 crore against ₹235 crore year-over-year, with profit at ₹8.3 crore compared to ₹10 crore previously. As reported by Equitymaster, the company operates as an online travel agency offering flights, hotels, holiday packages, and corporate travel services. While the hotels and packages segment showed healthy performance, the MICE and corporate events subsegment experienced temporary impact due to flight disruptions. Management indicated that consumer-focused business has returned to growth path with improving margins.
