MakeMyTrip (MMYT) Investor presentation summary

Market position and growth drivers

• Holds leading market share in India's online travel sector, with strong brand recognition across MakeMyTrip, goibibo, and redBus.

• Gross bookings reached a record $10.39 billion in FY26, with 122% growth since FY21.

• Consistent improvement in margin profile, with adjusted operating profit at $188.8 million in FY26.

• Over 89 million lifetime transacted customers and 564 million app downloads as of March 2026.

• 3 out of 10 domestic flyers book through the platform, with 43 million hotel room nights and 141 million bus tickets sold in FY26.

Market environment and digital landscape

• India is projected to be the fastest-growing large economy in 2026, with GDP expected to surpass Japan and Germany by 2030.

• Government infrastructure investments are boosting travel and tourism, with Rs 103.8 trillion allocated for FY24-30.

• Internet penetration is at 58% with 886 million users, expected to exceed 900 million by 2025.

• Online travel market projected to grow 5x from $12 billion in 2022 to $60 billion by 2030.

Product and technology platform

• Offers a comprehensive travel super-app covering flights, hotels, buses, trains, cabs, holiday packages, and ancillary services.

• Advanced, secure, and scalable technology platform leverages data and AI for personalization and differentiation.

• Proprietary supplier platforms for hotels, homestays, bus, and cab operators enhance inventory and distribution.

• Loyalty programs (MMT Black & GoTribe) drive customer retention, with 4.4 million members.