ITC Hotels Limited has informed the Exchange regarding 'Media Statement and Investor Presentation - Q1 2025-26'.
ITCHOTELS · price
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Awaiting price reaction for this filing.
ITC Hotels posted its highest-ever Q1 revenue and profit, with standalone revenue up 20% to ₹783 crore and PAT up 47% to ₹150 crore; consolidated revenue rose 20% to ₹860 crore with PAT up 53% to ₹134 crore. EBITDA margin expanded 130 basis points on a comparable basis to 32%, helped by a 9% rise in average room rates, 275 bps occupancy improvement, and 13% RevPAR growth — a 34% premium over the industry. The portfolio expanded to 200+ hotels (143 operational, 58 in the pipeline with 5,300+ keys), with 55 signings and 25 openings in the last 24 months. Management is targeting 220 operational hotels and 20,000+ keys by 2030, with a 2.5x growth in management fees by FY30, supported by capital investments of roughly 8–10% of revenue cumulatively.
Strong operational beat and clear multi-year growth roadmap should be positive for the stock. Margin expansion, premium pricing power, and the asset-light management fee growth story reinforce a constructive earnings trajectory, though near-term demand was briefly impacted by geopolitical events in May 2025.