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Investor Presentation

Leela Palaces Hotels & Resorts Investor Presentation: Key Takeaways

Leela Palaces Q1FY27 shows 28% revenue growth and 41% EBITDA growth driven by strong domestic demand and high-end brand extensions like ARQ clubs.

Highlights
Revenue growth28% YoY
MarginsOperating EBITDA margin expanded 383 bps to 41%.
Order bookPipeline of 1,038 keys across 10 properties.
Demand visibilityStrong domestic demand and reviving international inbound.
Management confidenceHigh

Growth

Revenue rose 28% YoY to ₹3,520 Mn; Operating EBITDA surged 41% to ₹1,434 Mn; PAT grew 4.6x to ₹488 Mn.

Outlook

Targeting 10x EBITDA growth (FY20-FY30) and 1,000+ new keys; major capex at Tadoba wildlife resort by CY30.

Risks

Dubai market headwinds from West-Asia conflict affected JV profits; regional travel normalization expected.

Last quarter's promises, checked

Delivered

  • ARQ New Delhi launch Q1FY27 → Opened (= BEAT)
  • Net Debt/EBITDA 1.6x → Maintained at 1.6x (= BEAT)
  • Double-digit revenue growth → Delivered 28% (= BEAT)

Partly delivered

  • Occupancy mid-70s (city) / mid-60s (resorts) → Blended 73% (= PARTIAL)
Source

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

Read the document ↗

Leela Palaces Hotels & Resorts Ltd: key numbers

Share price
₹546.15
Market cap
₹18,239 Cr
Revenue (annual)
₹1,527 Cr
Net profit (annual)
₹403.1 Cr
P/E (TTM)
41.2×Sector 43.7×
Promoter holding
75.91%+0.00% QoQ
FII holding
7.87%Current quarter

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

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