Q4 2025 EIH Ltd Earnings Call Transcript
Key Points
- EIH Ltd (BOM:500840) reported strong financial results for FY25, with significant growth in revenue and EBITDA.
- The company saw a healthy increase in Average Room Rate (ARR) by 11% to 13% compared to FY24, leading to a RevPAR increase of 14% to 16%.
- EIH Ltd plans to add 21 new hotels over the next three to four years, expanding its portfolio significantly.
- The company maintains leadership in key performance metrics such as RevPAR growth, outperforming the industry average.
- EIH Ltd has a strong cash surplus of approximately INR 1,000 crore, positioning it well for future growth and expansion.
- The closure of the Oberoi Grand for renovations impacted revenue growth, with a reopening not expected for another 12 months.
- The company faced a 10% impact on reservations due to geopolitical tensions between India and Pakistan.
- EIH Ltd's lounge business at Bombay Airport concluded, resulting in a loss of revenue from this segment.
- The international business was affected by conflicts in the Middle East, impacting performance in that region.
- Legal proceedings related to the Mashobra property continue, with associated costs impacting financial results.
Good morning, ladies and gentlemen, and thank you for attending this virtual meeting. I'm pleased to welcome you on behalf of EIH Limited and SKP Securities to EIH Limited's Q4 FY25 and full-year FY25 earnings webinar.
We have with us Mr. Vikramjit Oberoi, Managing Director and Chief Executive Officer; and Mr. Vaneet Kapur, Chief Financial Officer.
Friends, the social meeting is being recorded for compliance reasons, and during the discussion, there may be certain forward-looking statements, which must be viewed in conjunction with the risks that the company faces.
We'll have the opening remarks and a presentation by the management, followed by a Q&A session. Thank you, and over to you (inaudible).
Thank you so much, Naveen. Ladies and gentlemen, good morning to all of you, and I apologize that we've kept you waiting for well over five minutes, I think. There was a minor correction we needed to make on the presentation. It was really quite minor, but any data that we present, we need to ensure it's
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