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Earnings Call

Suba Hotels Earnings Call: Key Takeaways

Suba Hotels delivered 44% revenue growth in FY26 to ₹114cr, despite GST regulatory headwinds impacting EBITDA margins which contracted to 23.1%. Strategy focused on asset-light revenue-share expansion.

Why this was an Alfa AlertNot a filter event. Management stated they achieved/performed above expectations but did not provide a specific prior guidance range for comparison.
Highlights
Revenue growth44% YoY growth in FY26 to ₹114cr.
MarginsEBITDA margin contracted to 23.1% from 30% due to GST changes.
Demand visibilityStrong pipeline visibility with 1,759 keys signed.
Management confidenceHigh confidence in reaching 10,000 keys by 2030.

Growth

Revenue grew 44% YoY to ₹114cr; PAT increased 19% to ₹18cr. H2 revenue up 42% YoY.

Outlook

Targeting 1,100+ new keys in FY27 and 10,000 keys by 2030. Guiding 30-35% revenue CAGR.

Risks

GST 2.0 eliminated input tax credit (₹3.5cr impact); UAE operations softened due to Gulf conflict.

Source

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

Read the document ↗

Suba Hotels Ltd: 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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15:24 IST NSE
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
Other Announcement

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)
40 rooms
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