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Earnings Call

Lemon Tree Hotels Earnings Call: Key Takeaways

Lemon Tree Hotels reported record FY26 results with Revenue up 13%, EBITDA up 10%, and PAT up 19%. Management focused on asset-light expansion and renovating the owned portfolio.

Why this was an Alfa AlertNot a filter event. Results and expansion are in line with strategic objectives without exceeding prior guidance by >10%.
Highlights
Revenue growth13% YoY for FY26; 11% YoY for Q4.
MarginsFY26 margin 48.1%; targeting recovery to previous highs by FY28.
Order book22,581 rooms total operational and signed pipeline.
Demand visibilityStrong; demand consistently outpacing supply in mid-market segment.
Management confidenceHigh; citing best ever year for all key metrics.

Growth

FY26 Revenue reached ₹1,452.7 Cr (13% YoY); PAT hit ₹288.3 Cr (19% YoY); Gross ARR grew 8% to ₹6,875.

Outlook

Targets EBITDA margin expansion by FY28 as renovation costs drop. Pipeline includes 137 upcoming hotels (10,770 rooms).

Risks

Renovations, GST changes, and tech investments hit FY26 margins by 580 bps. Geopolitical tensions remain a headwind.

Source

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

Read the document ↗

Lemon Tree Hotels Ltd: key numbers

Share price
₹106.15
Market cap
₹8,410 Cr
Revenue (annual)
₹1,444 Cr
Net profit (annual)
₹227.1 Cr
P/E (TTM)
35.8×Sector 43.7×
Promoter holding
22.32%+0.00% QoQ
FII holding
19.44%Current quarter

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

More from Lemon Tree Hotels Ltd

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21:35 IST BSE
Acquisition

Lemon Tree Hotels Acquisition Worth ₹120 Cr

Lemon Tree Hotels' subsidiary, Fleur Hotels, acquired land in Bandra, Mumbai, for Rs. 120 Crore to develop a hotel. This acquisition expands the company's property footprint.

Value
₹120.0 Cr
21:26 IST BSE
Capacity Expansion

Lemon Tree Hotels Capacity Expansion: ₹120 Cr Investment

Lemon Tree Hotels' subsidiary, Fleur Hotels, acquired a land parcel in Bandra, Mumbai, for ₹120 Crore to develop a new 172-key hotel property.

Value
₹120.0 Cr
hotel rooms
172.0 keys
20:37 IST BSE
Capacity Expansion

Lemon Tree Hotels Capacity Expansion

Lemon Tree Hotels signed a license agreement for a new hotel in Patancheru, Telangana, adding 90 rooms to its portfolio and expanding its regional presence.

hotel rooms
90.0 rooms
21:42 IST NSE
Acquisition

Lemon Tree Hotels Acquisition

Lemon Tree Hotels received 'no objection' observation letters from NSE and BSE regarding its proposed Composite Scheme of Arrangement involving its subsidiaries.

17:02 IST NSE
Management Change

Lemon Tree Hotels Management Change

Lemon Tree Hotels appointed Mr. Patanjali Govind Keswani as Non-Executive Non-Independent Director and Chairperson, effective April 1, 2027.

17:49 IST BSE
Annual General Meeting

Lemon Tree Hotels Annual General Meeting

Lemon Tree Hotels held its 34th Annual General Meeting on September 18, 2026, via video conferencing. The proceedings covered the adoption of financial statements and director appointments.