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Earnings Call Transcript

Wonderla Holidays Earnings Call Transcript: Key Takeaways

Wonderla reported record Q1 FY27 results with 41% revenue growth driven by the Chennai park scale-up and strong footfalls across existing locations.

Highlights
Revenue growth44% YoY growth in revenue from operations.
MarginsEBITDA margin remained strong at 48%.
Demand visibilityStrong footfalls of 12.25 lakh, up 33% YoY.
Management confidenceHigh, citing 'best quarters ever' and strong Chennai ramp-up.

Growth

Revenue rose 44% YoY to INR 243 Cr; EBITDA grew 39% to INR 122 Cr.

Outlook

Plans to announce at least one new park by FY27 year-end; maintenance capex at 6-7% of revenue.

Risks

Seasonal vulnerability to monsoons and high capital intensity for new large-format parks.

Last quarter's promises, checked

Delivered

  • Guided Chennai Park scale-up → delivered INR 45 Cr revenue contribution (= BEAT)
  • Guided 7-8% A&P spend → delivered within expected marketing budget (= BEAT)
  • Guided resort refurbishment ADR growth → delivered 7-12% increase expectation (= BEAT)

Partly delivered

  • Guided closing 1-2 land deals in FY26 → delivered discussions with 4 states but no closures (= PARTIAL)
  • Guided 30% EBITDA for Chennai → delivered 30% for Q4 but lower for full year (= PARTIAL)

Missed

  • Guided FY26 footfalls to exceed FY25 → delivered 32.19L vs 30.49L (6% growth, but missed initial 1M/park targets) (= MISS)
Source

Earnings Call Transcript filed with BSE, NSE: WONDERLA. Summary written with AI assistance from the document.

Read the document ↗

Wonderla Holidays Ltd: key numbers

Share price
₹510.15
Market cap
₹3,237 Cr
Revenue (annual)
₹518.8 Cr
Net profit (annual)
₹81.73 Cr
P/E (TTM)
31.8×Sector 37.2×
Promoter holding
62.22%-0.03% QoQ
FII holding
4.20%Current quarter

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

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