Kamat Hotels (I) Limited has informed the Exchange about the Transcript of Q4 & FY25 Earnings Conference Call held on April 28, 2025
KAMATHOTEL · price
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Awaiting price reaction for this filing.
Kamat Hotels held its Q4 & FY25 earnings call on April 28, 2025. FY25 consolidated revenue grew ~19% YoY to Rs. 363 crore with EBITDA of Rs. 105 crore (margin 28.9%) and PAT of Rs. 47 crore. Q4 revenue stood at Rs. 93 crore with PAT surging 423% YoY to Rs. 11 crore. ARR grew 9% to ~Rs. 6,500 with group occupancy at 65%. Management guided conservative FY26 revenue of Rs. 400 crore, citing phased openings of new hotels. New launches include Chandigarh Orchid (122 rooms, soft-opened mid-April), Rishikesh (54 rooms, July 2025), Kutch-Mandvi (153 rooms), plus Hyderabad, Bhavnagar, Dehradun and Gwalior. Pune Orchid is undergoing a Rs. 40 crore renovation (internal accruals) to scale from 410 to 460 rooms with two new banquet halls.
Near-term stock may see limited excitement due to conservative FY26 revenue guidance and flagged margin pressure from a higher share of leased/revenue-share properties. However, strong debt reduction (target Rs. 75 crore by FY26 end from Rs. 105 crore), aggressive expansion pipeline, and an expected ~Rs. 11 crore inflow from the ED matter resolution are positive for long-term shareholders.