To the travel club: "Daily.<url>" can buy OneTwoTrip
One of the leaders of the short-term rental housing market is interested in buying a major travel service. "Daily.<url> is in talks to acquire OneTwoTrip, Izvestia has learned. Earlier, Yandex and Wildberries & Russ (RVB) were also among the contenders for the asset, but they withdrew from the negotiation process. The sale of the travel service became known in early June. Plans "Daily.ru" is associated with the intention to scale the business ahead of a potential IPO and demonstrate to investors the sustainability of the company's development, experts believe. How the balance of power in the online travel market is changing is in the Izvestia article.
What travel companies agree on
"Daily.<url> is considering expanding its business by purchasing the OneTwoTrip travel service, the co-owner of a major tour operator and a source familiar with the discussion told Izvestia, as well as an interlocutor close to one of the parties. According to one of them, the deal is at an "advanced stage." Although the final decision has not yet been made due to discrepancies in the assessment of the business, a source close to the potential buyer said. Representatives of both companies declined to comment.
OneTwoTrip is one of the oldest Russian online travel booking services. The company was founded in 2011 by Peter Kutis, a former top manager of the company. According to the platform's own data, more than 11 million people use its services. The service offers over 800 airlines and more than 3 million accommodation facilities worldwide, including hotels, hostels and apartments. According to Travelline, by the end of 2025, OneTwoTrip entered the top ten largest online travel agencies.
The fact that the service is for sale was reported by Izvestia sources in early June. The interlocutors estimated it at 2-10 billion rubles.
OneTwoTrip was also claimed by Yandex and Wildberries & Russ (RVB), according to two editorial sources who know about this from the top managers of the mentioned companies. Later, both parties withdrew from the negotiations. According to one of the interlocutors, the parties could not agree with the seller on the price. Yandex and RVB refrained from commenting.
"Daily.<url> is one of the largest services in the short—term rental market, which was founded in 2011 by Yuri Kuznetsov. Initially, he worked as a classifieds (an online service or platform where ads from individuals and companies are grouped by thematic categories), in 2017 he switched to a transactional business model with a commission of 15-25% for a reservation. In 2024 (the latest available data), the service took the second place among online aggregators in the market with a share of 27%, second only to Avito (49%), according to the Center for Strategic Research (CSR). The online segment was estimated at about 155 billion rubles, and the entire short-term rental market at 333 billion (+35% year-on-year).
In an interview with RBC in 2025, Yuri Kuznetsov announced plans for an IPO of the company. For these purposes, she attracted a financial investor — several pre-IPO funds managed by VIM Investments (until March 2022, VTB Capital Asset Management), which received about 16% in the business. Experts estimated the deal at about 1 billion rubles, and the entire company in the range of 4-7 billion rubles, although Kuznetsov himself called these figures irrelevant amid the rapid growth of the service. By the end of 2025, its revenue under IFRS amounted to 7.1 billion rubles, which is 37% more than in 2024, net profit increased by 40% to 2.8 billion, and EBITDA (reflecting earnings before interest, taxes, and depreciation) increased by 56% to 2.8 billion rubles.
What is the interest of this business
The interest in the asset may be related to its technological and product infrastructure, according to a top manager of a large travel agent. According to him, it is more profitable to take this business ready-made than to create it anew: OneTwoTrip has a well-developed distribution system for air tickets and collective accommodation facilities. Creating such a project from scratch requires significant investments and time, the source said.
According to Ekaterina Kosareva, Managing partner of VMT Consult, transactions of this kind reflect a change in consumer behavior: the market is moving towards the format of integrated services, where the user receives a full range of travel services in one window. According to her, "Daily.Through the purchase, ru can strengthen its position not only in B2C, but also in the corporate segment, where OneTwoTrip has a significant customer base and expertise.
The expansion of the product line can increase the attractiveness of "Daily.<url>" for retail investors on the eve of the IPO, says Vyacheslav Berdnikov, head of the Public stock analysis department at Sovcombank. This purchase will transform the perception of the brand "Daily.<url>" has moved from an "apartment rental service" to "Russia's largest travel platform," the expert noted.
The platform has previously shown interest in M&A transactions. In particular, she was among the applicants for the purchase of the Ostrov service, sources told Kommersant. Moreover, these transactions will make it possible to justify higher multipliers during the company's public offering, Vyacheslav Berdnikov drew attention.
Online services are looking for ways to scale amid increasing competition from large ecosystems, experts say. Market participants such as Yandex and RVB are actively increasing their presence by integrating travel products into their platforms, Vyacheslav Berdnikov explained. According to him, the main trend for the coming years is the creation of super—apps, where users can not only book accommodation, but also buy tickets, insurance and tours in one click, using a single ecosystem of subscriptions and points.
At the same time, experts rate the development potential of the online booking market highly. The development of Russian services accelerated after the departure of international players in 2022, including Booking.com and Airbnb, whose market share used to be about 70%.
According to VMT Consult, today users make two thirds of bookings online. According to analysts, this is due to the growth of domestic tourism. In January –March, the number of trips across the country increased by 2.6% compared to the same period in 2025, Deputy Prime Minister Dmitry Chernyshenko said in April. The Ministry of Economic Development predicts that in summer the flow will grow by 4% year-on-year, to 48 million people.
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