With demand generation shifting away from Google Search to AI chatbots, online travel aggregator Yatra aims to become a preferred partner for these bots in the business-to-consumer (B2C) segment, its co-founder and Executive Chairman Dhruv Shringi said during the post-earnings call.
“In a way, what’s happening is the shift in demand generation is happening away from platforms like Google onto the chatbots now. So our focus is on seeing how we become the preferred partner for these bots. And given that B2C is not really the core focus area, it allows us to be more aggressive versus someone who’s been investing a lot of dollars in terms of building brands for direct customer acquisition. So, it plays into our hands when it comes to the AI proposition,” Shringi said.
Key Takeaways from Yatra’s Q3 Earnings Call
1. Yatra sees AI as a growth enabler, not a threat to the OTA model: Responding to an analyst’s question about whether AI poses a threat to the Online Travel Agency (OTA) business, Shringi said Yatra does not view AI as a risk from a corporate travel standpoint. Instead, he described it as an enabler that will help the company strengthen its value chain and add more customers.
“AI tools offer a great opportunity for us to be able to integrate them in differentiating our servicing, in being able to personalise the experience which we have, in being able to provide predictive creative models from a pricing standpoint to our corporate customers, in being able to digitise and automate the responses and customer servicing experience for our customers. So we see much more of an upside from these AI tools at this point of time for business travel as opposed to there being a downside to it,” the Yatra co-founder said.
The company plans to increasingly adopt AI to further differentiate its services from offline peers and drive conversion rates across both its B2B and B2C verticals, he added.
2. Focus on AI-led customer acquisition: Siddhartha Gupta, CEO of Yatra, said the company is looking to move beyond traditional search engine optimisation (SEO) strategies that primarily focused on driving traffic through Google.
With chatbots now playing a bigger role in customer acquisition, Gupta said Yatra is investing heavily in strengthening its tech stack to respond more effectively to AI-driven queries and capture emerging demand.
“We want to take a leap beyond just working on SEO optimisations and trying to get more traffic through the Google days of doing things. Now with chatbots playing a part, we are working fairly hard on ensuring that our tech architecture responds better and we’re getting better demand coming from that side,” Gupta said.
3. How did IndiGo’s December 2025 Disruptions Impact Yatra? Addressing analysts during the Q&A session, Yatra’s management said its payment gateway expenses surged to Rs 12.4 crore from Rs 9.8 crore a year earlier due to cancelndiglations of IndiGo…
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