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Investor Presentation

Mahindra Holidays & Resorts India Investor Presentation: Key Takeaways

MHRIL reported Q1 FY27 consolidated revenue of ₹773.5 Cr (+5% YoY) but a PAT loss of ₹8.6 Cr. Focus remains on premiumization, inventory rationalization, and greenfield expansion.

Highlights
Revenue growthConsolidated revenue up 5% YoY; Standalone up 3%.
MarginsConsolidated EBITDA margin contracted to 19.8% from 21.8%.
Demand visibilityStrong; Occupancy at 86.7%, up 130 bps YoY.
Management confidenceHigh on premiumization and upgrade momentum (+58% YoY).

Growth

Standalone revenue grew 3.1% YoY to ₹423.5 Cr; consolidated EBITDA declined 4.8% YoY to ₹153.5 Cr.

Outlook

8 ongoing projects to add ~1k keys; overall land bank of ~500 acres for future development.

Risks

European subsidiary HCR remains loss-making (€5.1 Mn PAT loss); growth-linked costs and resort transformations impacting margins.

Last quarter's promises, checked

Delivered

  • Guided 900 key additions in FY26 → delivered 900 keys (= BEAT)
  • Guided 80%+ occupancy levels → delivered 86.7% (= BEAT)
  • Guided double-digit resort revenue growth → delivered 10% (= BEAT)

Partly delivered

  • Guided 1,000+ keys in F'27 → 8 projects ongoing for ~1k keys (= PARTIAL)

Missed

  • Guided F'27 consolidated PAT growth → delivered ₹8.6 Cr loss (= MISS)
  • Guided consolidated EBITDA margin stability → delivered 19.8% vs 21.8% (= MISS)
Source

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

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Mahindra Holidays & Resorts India Ltd: key numbers

Share price
₹200.00
Market cap
₹4,041 Cr
Revenue (annual)
₹2,992 Cr
Net profit (annual)
₹69.51 Cr
P/E (TTM)
76.3×Sector 43.7×
Promoter holding
66.73%-0.01% QoQ
FII holding
4.01%Current quarter

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

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