Revised Presentation enclosed
CHALET · price
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Chalet Hotels filed a revised Q4FY26 investor presentation correcting an inadvertent error on page 8 (subject changed to 'Strategic Expansion into Hyderabad luxury Market') and adding a tax note on page 21. The presentation shows strong FY26 performance with consolidated revenue at ₹28,124 million (60% YoY) and EBITDA at ₹12,301 million (59% YoY). Ex-Residential EBITDA margin improved 97 bps to 46.2%. The company acquired Inder Residency Resort & Spa in Udaipur for ₹1,710 million (144 keys, 8.2 acres) and announced a 330-key Ritz Carlton in Hyderabad (₹5,610 million construction cost, launch Q4 FY29). Total portfolio crossed 5,000 keys including 7 projects in pipeline with ~1,655 keys. The West Asia crisis impacted occupancy, particularly in MMR due to construction work at Powai and renovation at Four Points Vashi.
The revision is administrative in nature and does not change the underlying positive operating performance. The strategic acquisitions and strong pipeline support long-term growth, though near-term margin may face pressure from new inventory ramp-up and renovation disruptions.