ROHLTDNSERoyal Orchid Hotels Limited· HotelsMediumNeutral
Announced Fri, 29 May · 14:46 IST

Royal Orchid Hotels Limited has informed the Exchange about Transcript

Analyst Day Multiyear TargetsInvestor Communications View source PDF

ROHLTD · price

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Price reaction · full curve 14 horizons · vs prior close
+2.0%1-day move
₹329.00
prior close
₹337.40
base price
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AI summary

Royal Orchid Hotels reported FY26 revenue of INR384 crores (up from INR319 crores), EBITDA of INR110 crores, and PAT of INR33 crores. The company operates 80 cities with ~11,000 keys including signed hotels. ICONIQA Mumbai (290 rooms) reported 62% Q4 occupancy but faced INR16 crores Ind AS impact and INR7.5 crores pre-operating write-offs. The managed hotel subsidiary (Regenta Hotels) generated INR55-56 crores revenue with INR20 crores EBITDA. The company signed a 10-year Hampton by Hilton partnership for 125 hotels across 6 states. Management declined to provide FY27 guidance citing geopolitical uncertainty, labour cost pressures, and construction delays, but remains committed to its asset-light growth strategy.

Likely market impact

The company shows strong revenue growth but PAT was pressured by ICONIQA start-up costs and notional accounting impacts. Management's refusal to give guidance signals near-term uncertainty due to geopolitical and cost pressures, though the Hilton partnership and strong pipeline provide long-term growth visibility.