Chalet Hotels Limited has informed the Exchange about Investor Presentation
CHALET · price
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Chalet Hotels reported FY26 total income of ₹28,124 million (up 60% YoY) with ex-residential EBITDA of ₹9,573 million (up 21%), delivering a 46.2% margin — a 97 bps improvement year-on-year. Q4 FY26 ex-residential revenue was ₹5,711 million and EBITDA was ₹2,800 million (48.8% margin), up 13 bps sequentially. The company crossed 5,000 operational keys with two additions in Q4: a 330-key greenfield luxury hotel in Hyderabad and a 144-key premium resort in Udaipur (acquired for ₹1,710 million). ADR grew 13.5% to ₹13,727 but occupancy declined ~5.4 pp due to West Asia crisis impact and new inventory in Bengaluru. The pipeline stands at ~1,655 keys across 7 projects including Ritz Carlton Hyderabad, Taj Delhi Airport, and Hyatt Airoli. Commercial real estate reached ₹280 million monthly run-rate with a new LOI for 66k sqft in Bangalore. Net debt rose to ₹19,206 million as expansion capex accelerated.
Strong revenue and margin growth reflects the company's transition from asset-owner to brand-owner, but rising net debt and occupancy pressures from geopolitical factors and new supply weigh on near-term sentiment. The robust pipeline signals multi-year earnings visibility.