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Earnings Call

Chalet Hotels Earnings Call: Key Takeaways

Chalet Hotels reports strong Q4 FY26 results with consolidated revenue up 6% YoY and EBITDA up 8%, driven by growth in hospitality and commercial real estate segments.

Why this was an Alfa AlertNot a filter event. Results were positive but no explicit mention of beating prior guidance by >5%.
Highlights
Revenue growthFY26 Rev: ₹28.1bn (+60% YoY); Q4 Rev: ₹5.7bn (+6% YoY).
MarginsConsolidated Q4 EBITDA margin expanded 100bps to 48.8%.
Order bookLOI for 66k sqft signed for Bangalore commercial space.
Demand visibilityStrong ADR growth at 8% YoY despite geopolitical headwinds.

Growth

FY26 consolidated revenue grew 60% YoY to ₹28.1bn; EBITDA grew 59% to ₹12.3bn, aided by residential project handovers.

Outlook

Pipeline of ~1,655 keys; new luxury hotel in Hyderabad and resort in Udaipur added to growth strategy.

Risks

Occupancy declined 7.7pp in Q4 due to West Asia crisis and construction-related disruptions in Mumbai.

Source

Earnings Call filed with BSE, NSE: CHALET. Summary written with AI assistance from the document.

Read the document ↗

Chalet Hotels Ltd: key numbers

Share price
₹881.35
Market cap
₹19,301 Cr
Revenue (annual)
₹2,770 Cr
Net profit (annual)
₹645.1 Cr
P/E (TTM)
36.5×Sector 43.7×
Promoter holding
67.29%+0.00% QoQ
FII holding
4.26%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
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Value
₹136.9 Cr
hotel resort capacity
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luxury resort
170.0 rooms