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Earnings Call

Suba Hotels Earnings Call: Key Takeaways

Suba Hotels delivered strong 49% YoY revenue growth in H1 FY26, driven by an asset-light expansion strategy and a focus on Tier II/III pilgrimage and business hubs.

Highlights
Revenue growth49% YoY growth in H1 FY26; 52% growth for FY25.
MarginsEBITDA margins improved 66bps YoY to 20.03% in H1 FY26.
Demand visibilityStrong year-round occupancy visibility from airports, SEZs, and religious circuits.
Management confidenceHigh, emphasizing structural shift toward domestic Tier II/III travel demand.

Growth

Revenue grew 49% YoY to ₹43.79cr in H1 FY26; EBITDA rose 54% with 66bps margin expansion.

Outlook

Pipeline of 901 keys (~20% capacity expansion) targeting high-EBITDA asset-light lease and revenue-share models.

Risks

Expansion into international markets like Dubai introduces geographical risk and competitive pressures.

Source

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

Read the document ↗

Suba Hotels Limited: key numbers

Share price
₹91.00
Market cap
₹220.6 Cr
Revenue (annual)
₹114.3 Cr
Net profit (annual)
₹18.01 Cr
P/E (TTM)
12.2×Sector 43.7×
Promoter holding
60.93%
FII holding
0.00%Current quarter

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

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Capacity Expansion

Suba Hotels Capacity Expansion

Suba Hotels opened its 7th Bengaluru property, Click Hotel Galaxy at Mylanahalli, with 54 rooms and an in-house restaurant. This expands the company's hospitality footprint in Karnataka.

hotel rooms
54 rooms
12:49 IST NSE
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Suba Hotels Other Announcement

Suba Hotels filed its Reg 32(6) monitoring agency report for H1 FY27, confirming Nil deviation in IPO-proceeds utilization. This is a routine compliance filing with no new transaction or business event.

13:40 IST NSE
Capacity Expansion

Suba Hotels Capacity Expansion

Suba Hotels signed a 10-year franchise-management term sheet for a 40-key Quality Inn in Bodinayakanur, Tamil Nadu. This expands its asset-light portfolio in the region.

Execution
10 years (with 10-year lock-in)
hotel guest rooms (keys)
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21:15 IST NSE
Annual General Meeting

Suba Hotels Annual General Meeting

Suba Hotels Limited will hold its 29th Annual General Meeting on September 30, 2026, through video conferencing to transact ordinary and special business.

19:11 IST NSE
Other Announcement

Suba Hotels Other Announcement

Suba Hotels Limited has appointed M/s. HRU & Associates as Secretarial Auditors for a five-year term commencing from FY 2026-27.

Execution
5 years