ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Thursday, 12 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Lemon Tree Hotels Earnings Call: Key Takeaways

Lemon Tree posted record FY26 results but faced Q4 margin pressure from aggressive renovation spends and GST changes. The narrative focuses on the impending demerger into asset-light and asset-heavy entities to unlock value.

Highlights
Revenue growthFY26 revenue up 13% YoY; Q4 up 11% YoY.
MarginsQ4 margins contracted due to renovation opex and GST impact.
Order bookSigned 55 hotels in FY26; pipeline stands at 10,770 rooms.
Demand visibilityStrong domestic retail demand offsetting temporary corporate travel slowdowns.
Management confidenceBalanced, focused on structural demerger and room signing targets.

Growth

FY26 revenue grew 13% to ₹1,452.7cr; PAT surged 19% led by strong 73.5% occupancy.

Outlook

Targeting 20,000+ rooms; guiding FY28 EBITDA margins toward long-term averages as renovations conclude.

Risks

Renovation slippage, Middle East geopolitical tensions impacting flight traffic, and rising corporate travel curbs.

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
₹115.10
Market cap
₹9,119 Cr
Revenue (annual)
₹1,444 Cr
Net profit (annual)
₹227.1 Cr
P/E (TTM)
35.5×Sector 47.2×
Promoter holding
22.32%+0.00% QoQ
FII holding
18.27%Current quarter

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

More from Lemon Tree Hotels Ltd

All →