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Investor Presentation

Juniper Hotels Investor Presentation: Key Takeaways

Juniper Hotels (544129) Analyst & Investor Day Presentation 2026. Highlights Q1FY27 metrics with a focus on doubling its key portfolio through brownfield acquisitions and greenfield developments.

Guidance and delivery
Management target Revenue 100.0% FY31
Highlights
Revenue growthRooms 49%, F&B/MICE 30%, Serviced Apartments 10%.
MarginsEBITDA margin 46%; employee and HLP costs improved.
Demand visibilityStrong Bengaluru ADR growth (+21%) and 68% occupancy.
Management confidenceHigh; roadmap to double portfolio by FY31.

Growth

FY26 EBITDA margin reached 46% (up from 45% FY25). Grand Hyatt Mumbai room revenue +12%; Andaz Delhi room revenue +27% CAGR.

Outlook

Targeting 3,941 keys by FY31 from current 2,133. Upcoming luxury developments in Guwahati, New Delhi, and Kaziranga.

Risks

High concentration in Delhi (32% keys) and Mumbai (20%). Expansion projects subject to regulatory approvals.

Last quarter's promises, checked

Delivered

  • Guided EBITDA margin >40% → delivered 42% (= BEAT)
  • Guided EBITDA INR 444 Cr → delivered INR 444 Cr (= BEAT)
  • Guided Revenue growth 11% → delivered 11% (= BEAT)

Partly delivered

  • Westin Bengaluru opening Q2 FY27 → current call says Oct 2026 (= PARTIAL)

Missed

  • Targeted ~4,000 rooms by FY29 → revised to 3,320 by FY30 (= MISS)
Source

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

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Juniper Hotels Ltd: key numbers

Share price
₹216.29
Market cap
₹4,812 Cr
Revenue (annual)
₹1,048 Cr
Net profit (annual)
₹141.6 Cr
P/E (TTM)
29.0×Sector 43.7×
Promoter holding
77.53%+0.00% QoQ
FII holding
4.47%Current quarter

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

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15:10 IST BSE
Acquisition

Juniper Hotels Acquisition Worth ₹248 Cr

Juniper Hotels approved acquiring Novotel Imagicaa hotel in Khopoli from Imagicaaworld for ₹248 Crore. The 287-room property adds a Mumbai-Pune corridor asset to its hospitality portfolio.

Value
₹248.0 Cr
Execution
Expected completion on or before March 31, 2027
hotel guest rooms
287 rooms