KAMATHOTELNSEKamat Hotels (I) Limited· HotelsMediumNeutral
Announced Thu, 31 Jul · 18:24 IST

Kamat Hotels (I) Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

KAMATHOTEL · price

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Kamat Hotels shared its Q1-FY26 investor presentation reporting consolidated revenue of INR 826 Mn, up 11.9% year-on-year but down 10.6% from the previous quarter. EBITDA rose 37.1% YoY to INR 181 Mn, with margins expanding 402 basis points to 21.91%, driven by better operational efficiency. Profit after tax jumped to INR 43 Mn from INR 11 Mn a year ago, though it fell 60.9% sequentially. The company also unveiled its 'KHIL 3.0' growth plan targeting revenue of INR 4,000 Mn, 2,500+ keys across 26 properties in 12 states by FY26, and a sharp debt reduction from INR 1,050 Mn to INR 500 Mn. A robust pipeline of 7 new properties and 650+ keys was disclosed, with new signings in Rishikesh, Dwarka, Nashik and Panchgani. Group-level ARR stood at INR 6,336 with 55% occupancy in Q1.

Likely market impact

The strong YoY margin expansion and clear debt reduction roadmap are positives for shareholders, but the sharp sequential decline in revenue, EBITDA, and PAT suggests some softness from peak Q4 levels. The KHIL 3.0 expansion plan and improving operational metrics could support long-term investor confidence.