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Earnings Call

Indian Hotels Company Earnings Call: Key Takeaways

IHCL reported record FY26 consolidated revenue of ₹9,971Cr and EBITDA of ₹3,477Cr (34.9% margin). The company achieved a milestone PAT exceeding ₹2,000Cr, focusing on capital-light expansion and brand resilience.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with management's long-term trajectory without a confirmed 5%+ beat over prior guidance.
Highlights
Revenue growth16% YoY for FY26; 14% YoY for Q4 FY26.
MarginsConsolidated FY26 EBITDA margin at 34.9%; Q4 at 37%.
Order bookPipeline at 31,000+ keys; 93% under asset-light formats.
Demand visibilityStrong domestic demand; international travel currently subdued by global conflicts.
Management confidenceHigh; citing structural strength and record performance for 16 consecutive quarters.

Growth

FY26 consolidated revenue grew 16% YoY; EBITDA grew 16%. Q4 FY26 revenue rose 14% to ₹2,845Cr.

Outlook

Guided 12-14% revenue growth for FY27. Plans 60+ hotel openings; annual capex of ₹1,000Cr-₹1,200Cr.

Risks

Geopolitical conflicts (West Asian crisis) impacting international revenues; weather-related disruptions; potential domestic aviation capacity reductions.

Source

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

Read the document ↗

Indian Hotels Company Ltd: key numbers

Share price
₹726.80
Market cap
₹1,03,455 Cr
Revenue (annual)
₹9,689 Cr
Net profit (annual)
₹2,084 Cr
P/E (TTM)
48.2×Sector 43.7×
Promoter holding
38.12%+0.00% QoQ
FII holding
21.71%Current quarter

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

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