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Investor Presentation

Kamat Hotels (India) Investor Presentation: Key Takeaways

KHIL reported strong Q1-FY27 results with revenue up 10% YoY and PAT up 126% YoY, driven by asset-light expansion and improved occupancy (66% vs 55% YoY).

Highlights
Revenue growth10% YoY consolidated; 17% on same-store basis.
MarginsEBITDA margin expanded 530 Bps YoY to 27%.
Demand visibilityStrong domestic leisure travel and MICE events mentioned.

Growth

Revenue reached INR 905 Mn (+10% YoY); EBITDA grew 36% to INR 246 Mn; PAT hit INR 97 Mn (+126% YoY).

Outlook

Pipeline of 620+ keys across 7 new properties; target 30%+ EBITDA margins through asset-light management and lease models.

Risks

ARR moderated due to ramp-up phase of new properties; portfolio RevPar for 'IRA by Orchid' fell 37% YoY.

Last quarter's promises, checked

Delivered

  • Guided IRA Bhavnagar opening by June → delivered (BEAT)
  • Guided 150-200 new keys in FY27 → delivered 620+ keys in pipeline (BEAT)
  • Guided improved EBITDA margins via new property maturation → delivered 27% (+530 Bps YoY) (BEAT)

Partly delivered

  • Guided ARR/Occupancy recovery post-stabilization → delivered Occupancy 66% but ARR moderated (PARTIAL)

Missed

  • Guided top-line replacement for IRA Mumbai (INR 50 Cr) → delivered 10% YoY growth (MISS - current revenue INR 90.5 Cr vs prior annual run rate)
Source

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

Read the document ↗

Kamat Hotels (India) Ltd: key numbers

Share price
₹237.13
Market cap
₹699.1 Cr
Revenue (annual)
₹385.6 Cr
Net profit (annual)
₹34.38 Cr
P/E (TTM)
17.4×Sector 43.7×
Promoter holding
57.78%+0.00% QoQ
FII holding
0.02%Current quarter

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

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