Easy Trip, Yatra, and 3 other stocks benefit as TCS on overseas tour packages is reduced to 2%

Synopsis: The Budget 2026 cut TCS on overseas tours to 2%, boosting travel affordability. Shares of Thomas Cook, Easy Trip Planners, TBO Tek, Yatra Online, and Le Travenues rose as investors expect higher travel demand.

On February 1, 2026, Finance Minister Nirmala Sitharaman presented the Union Budget for 2026-27 in Parliament, marking her ninth consecutive budget. Investors and industries are closely watching policy changes, especially those affecting travel, taxes, and consumer spending.

One major highlight for the travel sector is the rationalization of Tax Collected at Source (TCS). The government has reduced TCS on overseas tour packages to 2 percent, down from the earlier 5 percent and 20 percent. This move makes international travel more affordable and reduces the upfront cost for Indian travelers booking foreign trips.

Following the announcement, travel company stocks reacted positively in the market. Shares of Thomas Cook, Easy Trip Planners, TBO Tek Limited, Yatra Online Limited, and Le Travenues Technology Limited rose sharply. Investors see this tax cut as a boost that could increase demand for overseas holiday packages.

Overall, the decision is expected to support the recovery and growth of the travel industry. Lower taxes can encourage more people to travel abroad, improve bookings for travel companies, and strengthen confidence in the tourism sector. It signals the government’s effort to stimulate spending and support service industries. Here are the stocks that can likely benefit from TCS on overseas tour packages, reduced to 2%

Easy Trip Planners Limited

With a market capitalization of Rs. 2,414.87 crores, the share of Easy Trip Planners Limited has reached an intraday high of Rs. 6.98 per equity share, rising nearly 11.15 percent from its previous day’s close price of Rs. 6.28. Since then, the stock has retreated and is currently trading at Rs. 6.64 per equity share. 

Easy Trip Planners Limited operates the EaseMyTrip platform, offering end-to-end travel solutions including customized holiday packages, flights, hotels, rail and bus tickets, and car rentals. It specializes in leisure trips tailored to customer preferences, domestic and international destinations like Leh, Goa, and Kerala, plus value-added services such as visa processing and travel insurance.

Thomas Cook (India) Limited

With a market capitalization of Rs. 5,733.94 crores, the share of Thomas Cook (India) Limited has reached an intraday high of Rs. 128.70 per equity share, rising nearly 4.85 percent from its previous day’s close price of Rs. 122.75. Since then, the stock has retreated and is currently trading at Rs. 121.90 per equity share. 

Thomas Cook (India) Limited is a leading omnichannel travel company providing domestic and international tour packages to B2B and B2C customers, alongside forex services, hospitality via Sterling Holiday Resorts, and corporate travel management. It handles inbound/outbound tourism, incentive tours, conferences, and has a vast network across 28 countries with over 800 touchpoints.

TBO Tek Limited

With a market capitalization of Rs. 15,111.08 crores, the share of TBO Tek Limited has reached an intraday high of Rs. 1,439.45 per equity share, rising nearly 3.57 percent from its previous day’s close price of Rs. 1,389.85. Since then, the stock has retreated and is currently trading at Rs. 1,391.60 per equity share.

TBO Tek Limited operates as a travel technology platform, primarily focused on B2B services through the TBO portal. It enables agent networks to book flights, hotels, and holiday packages, although it places less emphasis on tour packages compared to its competitors. The platform supports a large network of agents across India, facilitating comprehensive travel reservations.

Le Travenues Technology Limited

With a market capitalization of Rs. 8,904.74 crores, the share of Le Travenues Technology Limited has reached an intraday high of Rs. 211 per equity share, rising nearly 3.57 percent from its previous day’s close price of Rs. 207.15. Since then, the stock has retreated and is currently trading at Rs. 203.50 per equity share. 

Le Travenues Technology Limited operates AI-powered platforms such as ixigo, ConfirmTkt, and AbhiBus for booking trains, flights, buses, hotels, and cabs. These platforms also provide utility tools for checking PNR status, setting seat alerts, and offering personalized recommendations. 

In addition to core services, the company provides ancillary offerings like travel insurance, visa processing, and car rentals. While tour packages are not a primary focus, they are supported through partnerships with hotel and package suppliers.

Yatra Online Limited

With a market capitalization of Rs. 2,327.85 crores, the share of Yatra Online Limited has reached an intraday high of Rs. 154.55 per equity share, rising nearly 4.85 percent from its previous day’s close price of Rs. 147.40. Since then, the stock has retreated and is currently trading at Rs. 148.35 per equity share. 

Yatra Online Limited operates a leading online travel agency (OTA) platform that offers flights, hotels, holiday packages, buses, and train services. It caters to both leisure and business travelers by providing customized tour options for domestic and international destinations. The company places special emphasis on holiday packages in addition to its core booking services, and it also offers visa services, foreign exchange, and corporate travel management.

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