The Indian Hotels Company Limited has informed the Exchange about Transcript
INDHOTEL · price
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IHCL reported its 16th consecutive quarter of record performance for Q4 FY26, with consolidated revenue of INR 2,845 crores (+14% YoY) and EBITDA of INR 1,052 crores (+15% YoY) at a 37% margin. For FY26, the company crossed INR 2,000 crores in PAT for the first time, with consolidated revenue of INR 9,971 crores (+16%) and EBITDA margin of 34.9%. The company maintained strong capital-light positioning with 68% of operating portfolio and 93% of pipeline under managed or asset-light formats. Goa showed strong recovery with 25%+ growth in April. The company guided for 12-14% revenue growth in FY27, expecting 60+ hotel openings and INR 250+ crores from recent acquisitions. International markets faced headwinds from the West Asia conflict impacting revenue by INR 40-50 crores on consolidated basis. The board proposed dividend of INR 3.25 per share (+44% YoY), with a 48% dividend CAGR over 4 years.
Strong execution continues with double-digit growth guidance for FY27 despite geopolitical headwinds. The capital-light model with 68% managed portfolio ensures superior returns with minimal balance sheet strain, while INR 4,300+ crores liquidity provides flexibility for growth opportunities.