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Earnings Call

EIH Earnings Call: Key Takeaways

EIH Ltd (Oberoi Group) reports Q4FY26 revenue of ₹954cr (+10% YoY) and EBITDA of ₹393cr (+1% YoY). Strategy focuses on RevPAR leadership and significant pipeline expansion.

Highlights
Revenue growthFY26 Consolidated Revenue up 8% YoY to ₹3,106cr.
MarginsConsolidated Q4 EBITDA margin at 41%; FY26 margin at 38%.
Demand visibilityResilient demand in corporate, weddings, and MICE segments noted.

Growth

FY26 Consolidated Revenue reached ₹3,106cr (+8% YoY) while Q4 Standalone Revenue grew 14% to ₹860cr.

Outlook

Pipeline of 7 owned properties (825 keys) and 24 managed properties (1,893 keys) slated for opening between 2026-2030.

Risks

Geopolitical tensions, air travel disruptions, and excessive monsoons impact travel demand; RevPAR growth in specific cities like Udaipur saw declines.

Source

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

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EIH Ltd: key numbers

Share price
₹294.70
Market cap
₹18,429 Cr
Revenue (annual)
₹2,940 Cr
Net profit (annual)
₹628.3 Cr
P/E (TTM)
25.9×Sector 43.7×
Promoter holding
32.85%+0.00% QoQ
FII holding
6.65%Current quarter

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

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