VHLTDBSEViceroy Hotels LtdMediumNeutral
Announced Fri, 22 May · 21:16 IST

Investor Presentation of Financial Results for period ended 31.03.2026

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

VHLTD · price

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Price reaction · full curve 14 horizons · vs prior close
+1.9%1-day move
₹137.05
prior close
₹140.66
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After-mkt
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AI summary

Viceroy Hotels Limited reported strong financial performance for FY26 with total income of Rs 14,972.6 Lakhs, up 6.3% YoY, and EBITDA of Rs 4,456.8 Lakhs, up 20.6% YoY with margins expanding 353 bps to 29.8%. Q4 FY26 showed even stronger growth with income up 35.3% YoY to Rs 4,953.4 Lakhs and EBITDA margins at 31.4%. The company acquired Marriott Executive Apartments (75 rooms, 1.65 lakh sq ft) and outlined plans to invest Rs 100+ Crore across three phases for renovating and upgrading existing properties including Marriott Hyderabad and Courtyard by Marriott. A new Courtyard by Marriott greenfield project at Madhapur with 295 rooms is also planned. Operational metrics showed mixed trends with combined ADR rising 8.3% to Rs 7,402 but occupancy declining 600 bps to 64.3% and RevPAR falling 0.9% due to geopolitical pressures in March.

Likely market impact

Strong revenue growth and margin expansion demonstrate operational efficiency improvements. The Rs 100+ Crore renovation investment signals confidence in asset value creation but increases near-term capex. Geopolitical demand softness in Q4 is a watch item, though long-term structural growth drivers in Hyderabad hospitality remain intact.