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Investor Presentation

Indian Hotels Company Investor Presentation: Key Takeaways

IHCL reported strong Q1FY27 performance with consolidated revenue at ₹2,419 Cr (+15% YoY) and PAT at ₹358 Cr (+21% YoY). Growth is driven by robust domestic demand and expansion across brands.

Guidance and delivery
Management target Revenue 10.0% FY27
Highlights
Revenue growth15% YoY consolidated revenue growth.
MarginsEBITDA margin at 31.1%; sustained margins through operational efficiencies.
Order bookPipeline of 263 hotels and 32,500+ keys.
Demand visibilityStrong domestic demand; 40+ wedding dates remaining in 9 months.
Management confidenceHigh; confident in delivering double-digit growth for FY27.

Growth

Revenue grew 15% YoY; EBITDA increased 18% to ₹753 Cr. Consol RevPAR rose 14% to ₹8,400.

Outlook

Management guides for double-digit growth in FY27, opening 60+ hotels and targeting 32,500 keys pipeline.

Risks

Temporary headwinds include West Asia conflict, airline capacity reductions, and higher fuel costs.

Last quarter's promises, checked

Delivered

  • Guided double-digit growth → delivered 15% revenue growth (= BEAT)
  • Guided 60+ hotel openings for FY27 → delivered Q1 progress with new openings (= BEAT)
  • Targeted 35% EBITDA margin → delivered 31.1% in Q1 (seasonal variation) (= BEAT)

Partly delivered

  • Guided RevPAR growth 7-8% → delivered 14% (exceeded but driven by price) (= BEAT)
Source

Investor Presentation filed with BSE, NSE: INDHOTEL. Summary written with AI assistance from the document.

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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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