PARKHOTELSBSEApeejay Surrendra Park Hotels LtdMediumNeutral
Announced Fri, 29 May · 24:22 IST

Investor Presentation-Financial Results for the fourth quarter (Q4) and financial year ended on March 31, 2026

Cfo Debt Reduction RoadmapMgmt Guided Margin PressureAnalyst Day Multiyear TargetsInvestor Communications View source PDF

PARKHOTELS · 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
-3.9%1-day move
₹118.88
prior close
₹119.00
base price
After-mkt
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AI summary

ASPHL reported FY26 revenue of INR 7,073 Mn (up 12% YoY), crossing the INR 700 crore milestone for the first time, but EBITDA margins declined 218 bps to 30.82% due to rising operating expenses (up 15.6%). PAT dropped 21.4% to INR 657 Mn with margins at 9.21%. Q4 was particularly weak with PAT down 55% YoY and margins compressing 831 bps to 6.44%. The company maintains industry-leading 91% occupancy and strong balance sheet (Net Debt/Equity at 0.12x). Management announced 75% dividend payout and outlined a roadmap to double keys to 6,635 by FY30, with 472 keys scheduled for FY27 across 8 new hotels including Dharamshala, Ayodhya, and Manali.

Likely market impact

Despite solid revenue growth, margin contraction and weak Q4 profitability are concerns. However, near-zero debt, strong cash flows, and the dividend signal financial health. The expansion roadmap could drive long-term value but requires capital deployment.