Q2 2025 EIH Ltd Earnings Call Transcript
Key Points
- EIH Ltd (BOM:500840) reported its best-ever Q2 performance with the highest revenue, EBITDA, and PAT in the last 15 years.
- The company announced a significant expansion plan with 20 new properties expected by 2029, including both domestic and international locations.
- RevPAR growth was strong across various segments, with leisure showing an 87% increase and Trident hotels a 22% increase year-on-year.
- The company maintains a strong financial position with INR 592 crores retained for future growth and expansion.
- EIH Ltd (BOM:500840) has a strategic investment in a luxury hotel in London, which is expected to enhance brand presence in a key international market.
- The performance in the MENA region was muted due to geopolitical conflicts, affecting overall results.
- Oberoi Grand is temporarily closed for renovation, which may impact short-term revenue from that property.
- The lease for the Mumbai airport business lounge is uncertain beyond Q3, potentially affecting future revenue.
- There are ongoing legal matters related to certain properties, which could pose risks to business operations.
- The company faces challenges in expanding its managed hotel portfolio, with a relatively low share of managed contracts in its growth strategy.
Good afternoon, 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 Q2 FY25 earnings webinar.
We have with us Mr. Vikram Oberoi, Managing Director and Chief Executive Officer; and Mr. Samidh Das, Corporate Controller. Friends, this virtual meeting is being recorded for compliance reasons. And during the discussion, there may be certain forward-looking statements must be viewed in conjunction with the risk that the company faces.
We'll have the opening remarks by Mr. Oberoi, followed by a presentation by Mr. Das, and then we open the floor for the Q&A session. Thank you, and over to you, Vikram.
Thank you, Navin. Thank you very much. Good afternoon, ladies and gentlemen. Thank you for joining the Q2 investor call. First of all, a quick apology we had to change the date of the meeting. I had a pressing
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