The Indian Hotels Company Limited has informed the Exchange about Investor Presentation
INDHOTEL · price
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IHCL reported its 14th consecutive best-ever quarter with Q2FY26 consolidated revenue of ₹2,124 Cr (+12% YoY), EBITDA of ₹653 Cr (+16%) at a 30.8% margin (+0.9pp), and PAT of ₹285 Cr (+15%). H1FY26 revenue grew 21% to ₹4,226 Cr with EBITDA up 22% to ₹1,291 Cr. Management reaffirmed confidence in double-digit revenue growth guidance for FY26, citing strong industry tailwinds (demand outpacing supply in H1) and a robust pipeline of 167 hotels (22,000 keys, 95%+ capital light). The company highlighted the pending Clarks deal (135 hotels, 6,800 keys) expected to close in Q3FY26, ₹250+ Cr renovation spend in FY26 for marquee assets, and a healthy cash balance of ~₹2,850 Cr. Return ratios improved with RoCE at 15.5% and RoE at 17.3%.
Strong quarterly performance with margin expansion and reaffirmed growth guidance is positive for shareholders, supported by a deep capital-light expansion pipeline. Short-term headwinds (rainfall, air travel slowdown, geopolitical disruptions) were acknowledged but appear transient, with H2 set to benefit from wedding season, MICE events, and renovated asset contributions.