As attached
EIHOTEL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
EIH Limited (Oberoi Hotels & Resorts) reported Q4 FY26 consolidated revenue of ₹954 crore (+10% YoY), EBITDA of ₹393 crore (+1%), and PAT of ₹249 crore (down 5% due to higher tax). For full year FY26, revenue grew 8% to ₹3,106 crore with EBITDA up 3% to ₹1,190 crore, but PAT fell 15% to ₹657 crore due to ₹132 crore in exceptional items. The company maintained RevPAR leadership with 13 of 15 hotels ranked 1st or 2nd in their STR competitive sets. Despite headwinds from geopolitical tensions, monsoons, and air travel disruptions in FY26, the hospitality industry delivered rate-led growth with ARR up ~10%. EIH has a healthy cash position of ₹1,335 crore and disclosed an expansion pipeline of 7 owned hotels (825 keys) and 24 managed hotels (1,893 keys) across domestic and international locations.
Revenue growth is solid, but PAT decline due to exceptional items and higher tax outgo is a concern. Strong cash reserves and robust pipeline provide long-term growth visibility. The company continues to outperform competition on RevPAR metrics, supporting its premium positioning.