Q4 2026 EIH Ltd Earnings Call Transcript
Key Points
- EIH Ltd (BOM:500840) achieved the highest EBITDA performance in its history despite a challenging year.
- The company maintained leadership in its competition set, with 13 out of 15 hotels ranked first or second in STR benchmarking.
- RevPAR growth for the Oberoi Brand in the luxury segment was 10.4% for the full year.
- EIH Ltd's international hotels saw a RevPAR growth of 13% in Q4, with strong performances in Mauritius, Oberoi Zahra, and Sahl Hasheesh.
- The company has a robust expansion plan, aiming to add 825 keys to its owned hotels portfolio by 2030, and 1,893 keys through managed hotels.
- The year was marked by significant challenges, including geopolitical tensions and weather disruptions, impacting overall performance.
- Q4 industry occupancy was below last year, mainly due to the impact of the West Asia war.
- EBITDA growth was only 1% in Q4 due to a change in business mix and higher expenses.
- PAT was down due to a one-time wage code impact and the absence of a fair value benefit from the previous year.
- Occupancy levels were strained in March due to the West Asia impact, affecting overall performance.
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 FY26 and FY26 Earnings Webinar. We have with us Mr. Vikram Oberoi, Managing Director and Chief Executive Officer; and Mr. Vineet Kapur, Chief Financial Officer.
Friends, this virtual meeting is being recorded for compliance reasons. And during the course of discussion, there may be certain forward-looking statements. These 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, Vikram.
Ladies and gentlemen, good morning, and a warm welcome. Vineet will be going through the presentation. But prior to that, I may just very quickly just look back at the year. Actually, this year, and if you see our results, that may not be entirely reflected, but it was
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