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Investor Presentation

Lemon Tree Hotels Investor Presentation: Key Takeaways

Lemon Tree Hotels reported Q1 FY27 revenue of ₹346.8 Cr (up 9% YoY) and Net EBITDA of ₹151.9 Cr (up 7% YoY). Strategy focuses on asset-light expansion and renovating existing inventory.

Highlights
Revenue growth9% YoY
MarginsAdjusted EBITDA margin at 46.9% excluding GST/SAR impacts.
Order bookPipeline of 11,435 upcoming rooms across 144 hotels.
Demand visibilityStrong network revenue growth of 16% YoY.
Management confidenceHigh

Growth

PAT grew 19% YoY to ₹57.3 Cr; Cash Profit rose 17% to ₹96.0 Cr. Occupancy increased 314 bps to 75.7%.

Outlook

Expects 4 upcoming owned/leased hotels (874 rooms) by FY30. Signed 13 new managed hotels (1,020 rooms) this quarter.

Risks

EBITDA margin compression (99 bps) due to new GST impacts on input credit and stock appreciation rights provisions.

Last quarter's promises, checked

Delivered

  • Debt reduction to ₹1,500 Cr → delivered ₹1,475 Cr (= BEAT)
  • Open ~2,000 rooms in FY27 → Signed 1,020 rooms in Q1 (= BEAT)
  • Focus on occupancy over price → Occupancy up 314 bps (= BEAT)

Partly delivered

  • Open Aurika Shimla by Q2 FY27 → Expected shortly in FY27 (= PARTIAL)

Missed

  • EBITDA margin expansion → Margin fell 99 bps (= MISS)
Source

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

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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.