Le Travenues Technology · tone and specificity signals across the available quarters.
Language signals
We have no intention to start any price war or discounting war nor get into any sort of projects involving major cash burn just because we have the capital. Our track record demonstrates our discipline and capital efficiency quite well.
The paradox is simple. The very size and success of incumbents make them vulnerable. The only way to avoid being disrupted is to disrupt yourself first.
If we were to compare like by like basis by excluding the respective item in both the periods, our profit before tax would have increased by 26% YoY from 19.44 crore in Q2 FY25 to 24.4 crore in Q2 FY26.
When we take such calls, the only lens we apply is whether we are doing the right thing for our customers in that moment. Travel is a high trust category and moments of disruption are when that trust is most visibly tested.
AI is not just a cost lever but trust and experience lever especially in moments of crisis. Even though overall customer contact volumes more than doubled, resolution times remained within internal benchmarks and customer satisfaction metrics stayed stable.
We have been calling out for at least three to four quarters that we have been seeing the opportunity to push the pedal on growth on buses given how low the penetration of digital bookings is in the country and it's still in the low 20s.