Q3 2025 EIH Ltd Earnings Call Transcript
Key Points
- EIH Ltd (BOM:500840) reported a strong RevPAR growth of 14% to 16% compared to the previous year, indicating robust performance in the hospitality sector.
- The company has maintained a high occupancy rate of 79% to 80%, driven by a healthy increase in Average Room Rates (ARR).
- EIH Ltd's international hotels have shown a 20% growth in RevPAR, recovering from previous disruptions such as the Israel conflict.
- The company has a strong cash flow position, supporting its expansion plans, including 19 properties in the pipeline.
- EIH Ltd's flight services segment has shown significant growth in both top-line and EBITDA, reflecting strong performance in this area.
- The company experienced a revenue growth of only 6% on a stand-alone basis, partly due to the closure of a hotel in Calcutta for renovation.
- There was a discrepancy between the reported 17% RevPAR growth and the 8% absolute revenue growth, raising questions about the reconciliation of these figures.
- EIH Ltd faced challenges with the cancellation of a hotel project in Pune, indicating potential hurdles in expansion plans.
- The company has not provided a clear revenue guidance for the next 3 to 5 years, leaving investors uncertain about future financial performance.
- Concerns were raised about the impact of stock market fluctuations on the luxury hotel market, although EIH Ltd has not conducted a formal analysis on this correlation.
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's Q3 FY25 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 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.
Thanks, Navin, and good afternoon, ladies and gentlemen. Thank you for joining us for the call. Many of you will be meeting Vineet for the first time. So Vineet joined us as CFO, and it's great to have him on board, taking on the roles
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