MHRILNSEMahindra Holidays & Resorts India Limited· HotelsMediumNeutral
Announced Mon, 27 Apr · 15:06 IST

Mahindra Holidays & Resorts India Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

MHRIL · 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 14 horizons · vs prior close
-4.7%1-day move
₹258.00
prior close
₹257.50
base price
In-mkt
timing
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-2.3-3.7-3.7-4.7-4.4-4.3-6.2-5.7-5.0-13.5-15.0-6.6-13.6
Up moveDown movePending
AI summary

MHRIL reported FY26 standalone total income of Rs 1,613 Cr (up 4.4% YoY) with EBITDA of Rs 585 Cr, up 20% YoY excluding one-off items. The company added 7 new resorts taking total keys to 6,228 and achieved a standalone EBITDA margin of 36.7% versus 31.8% in FY25. Member base grew to 3,03,906 with improved member-to-room ratio below 50. However, PAT was impacted by Rs 234 Cr impairment on Mauritius entity investment and Rs 11 Cr new labour code charge, resulting in PAT of just Rs 4.6 Cr (vs Rs 200.5 Cr in FY25). Excluding one-offs, PAT was Rs 240.6 Cr, up 22.3% YoY. Subsidiary Holiday Club Resorts (HCR) in Finland continued to underperform with operating loss of Euro 1.2 Mn in FY26. Consolidated FY26 income was Rs 3,116 Cr (up 7.1% YoY) with PAT of Rs 67 Cr (down 46.8% YoY).

Likely market impact

Strong operational performance with margin expansion and member growth, but heavy impairment charge and HCR losses suppressed bottom line. Excluding one-offs, underlying business showed solid growth, which could be positive for the stock if investors focus on adjusted earnings.