17-Year-Old Travel-Tech Firm Targets Diversification, Acquisitions and Global Expansion to Build Long-Term Shareholder Value

EaseMyTrip, one of India’s leading travel-tech platforms listed on NSE and BSE, has unveiled its EMT 2.0 strategy to position itself for sustainable long-term growth. The company is moving beyond its dependence on air ticket bookings by expanding into high-margin businesses such as hotels, holidays, mobility, wellness, and lifestyle services.

Launched earlier in 2025, EMT 2.0 focuses on acquiring profitable businesses and building an ecosystem that strengthens customer engagement. EaseMyTrip’s promoters have reiterated their commitment to shareholders, with no intention of selling additional stock, while also voluntarily drawing zero salary to showcase complete alignment with investor interests.

EaseMyTrip reported a planned decline in PAT during Q1 FY26 due to deliberate investments in growth areas. Key developments include hotels and packages business expanding 81.2 per cent year-on-year, international operations growing significantly with Dubai revenue up 151 per cent, and the acquisition of premium hospitality and commercial assets in India and abroad to strengthen its physical base. By reducing reliance on cyclical air travel, the company aims to improve earnings stability. EMT 2.0 will integrate hotels, concierge services, wellness, holidays, and mobility offerings—businesses that typically have stronger unit economics than flights.

The strategy includes acquiring up to 49 per cent stakes in established, profitable companies. These investments will leverage EaseMyTrip’s distribution network of 72,000+ travel agent partners, debt-free balance sheet, and brand trust to generate higher-margin revenues. EMT 2.0 envisions an integrated travel, lifestyle, and hospitality ecosystem with more customer touchpoints, boosting retention and long-term monetisation. International expansion is also a priority, with new offices and subsidiaries in key global markets. Data-driven and technology-led solutions will power localisation and deeper market penetration.

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Founded in 2008, EaseMyTrip has been profitable since inception and continues to operate without external funding, a rare feat among India’s internet companies. It has consistently delivered strong financial performance, growing profits before tax at a CAGR of 47 per cent during FY20–24. The company provides end-to-end travel solutions, including flights, hotels, holiday packages, rail and bus tickets, and ancillary services. With access to over 400 international and domestic airlines and more than 2 million hotels, EaseMyTrip continues to expand its customer base both domestically and globally.

EaseMyTrip’s EMT 2.0 represents a strategic shift toward diversification, acquisitions, and ecosystem build-out. The approach is designed to reduce volatility in earnings and position the company for long-term value creation in the travel and lifestyle space.

Disclaimer: The article is for informational purposes only and not investment advice.