Apeejay Surrendra Park Hotels Ltd (BOM:544111)

Q2 2026 Apeejay Surrendra Park Hotels Ltd Earnings Call Transcript

Nov 13, 2025 / 09:30 AM GMT

Release Date Price: ₹143.15 (+2.58%)

Transcript

Key Points

Positve

Apeejay Surrendra Park Hotels Ltd (NSE:PARKHOTELS) achieved a record occupancy rate of 92%, maintaining its leadership in the upper upscale segment.
The company reported a 14% growth in top-line revenue and a 16% increase in EBITDA, showcasing strong financial performance.
Expansion plans include the addition of 600 rooms across 14 hotels, with a focus on asset-light models, which is expected to drive future growth.
Strategic acquisitions in Mumbai and Cochin are set to enhance the company's presence in key markets and contribute significantly to revenue.
The company's iconic brand, Flurys, is expanding with a target of 200 outlets by 2027, aiming to capitalize on the growing demand for premium confectionery and coffee.

Negative

Sequential sales for Flurys declined by 6.1%, indicating potential challenges in maintaining consistent growth across quarters.
The company faces competition from both international brands and e-commerce players entering the café market, which could impact margins.
There is a reliance on high ARRs in new properties to maintain profitability, which may be challenging in fluctuating market conditions.
The expansion plan for Flurys involves significant capital investment, which could strain financial resources if not managed carefully.
The company has closed several Flurys outlets due to low footfalls, highlighting potential risks in location selection and market saturation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

APEJ.NS - Apeejay Surrendra Park Hotels Ltd
Q2 2026 Apeejay Surrendra Park Hotels Ltd Earnings Call
Nov 13, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the earnings conference call of APJ Surendra Park Hotels Limited. As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Dev Rishi Singh of CDR India.

Thank you and over to you, sir.

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Unidentified_2 [2]
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