ITCHOTELSNSEITC Hotels LimitedMediumNeutral
Announced Fri, 15 May · 16:05 IST

ITC Hotels Limited has informed the Exchange regarding 'Audited Financial Results - Media Statement and Presentation'.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ITCHOTELS · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-0.0%1-day move
₹156.75
prior close
₹157.79
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.0-2.4-3.2-3.2-0.0-2.0-1.4-1.5+0.0-0.2-3.7+3.1+6.5
Up moveDown movePending
AI summary

ITC Hotels reported record FY26 results with consolidated revenue of ₹4,139 crore (up 16%) and PAT of ₹888 crore (up 39%), driven by 10% RevPAR growth, 28% growth in management fees, and cost management initiatives that expanded EBITDA margin by 148 bps to 35%. Q4 FY26 revenue stood at ₹1,254 crore (up 18%) though Q4 margins faced temporary pressure from West Asia conflict-related fuel supply constraints. The company signed a record 33 hotels with 3,300+ keys and now has a pipeline of 67 managed hotels with ~6,700 keys. The board recommended a dividend of ₹1 per share. The company also announced its target to scale to 250 hotels with 22,000+ keys by 2031, and targets 2.5x growth in management fees by FY30 over FY25.

Likely market impact

Strong earnings growth with margin expansion signals operational leverage. The multi-year targets of 250 hotels by 2031 and 2.5x management fee growth by FY30 provide a clear long-term growth roadmap. West Asia tensions created a brief demand softness in Q4 but the overall growth trajectory remains intact.