The Indian Hotels Company Limited has informed the Exchange about Investor Presentation
INDHOTEL · price
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Awaiting price reaction for this filing.
IHCL reported its 15th best-ever quarterly performance for Q3 FY26, with consolidated revenue rising 12% YoY to ₹2,900 Cr and hotel segment revenue up 11% to ₹2,579 Cr. Hotel segment EBITDA crossed ₹1,000 Cr for the first time (₹1,050 Cr, +11% YoY), while profit after tax (before exceptional items) grew 15% to ₹668 Cr. For 9MFY26, consolidated revenue grew 17% to ₹7,127 Cr, though margins were pressured by ~1.3–1.6 percentage points due to a change in airport levy method. The company completed acquisitions of 51% stakes in SIPL and ANK & Pride, signed a definitive agreement for Brij, and divested its TajGVK stake, generating ₹592 Cr in cash. Management remains confident of double-digit revenue growth in FY26 and FY27, with 60+ hotel openings and 5,500+ keys lined up for FY27, and guided to high-teens growth in management fees and 25%+ revenue growth in the new businesses (Ginger & Tree of Life).
Positive for shareholders — strong revenue growth, all-time-high hotel EBITDA, expansion via acquisitions and a robust 30,200+ key pipeline signal sustained scale-up. Margin softness from the airport levy change is a watch point, but management expects profitability to improve as new properties ramp up and acquired brands (Clarks, Brij) integrate.