Q4 2026 Indian Hotels Company Ltd Earnings Call Transcript
Key Points
- Indian Hotels Co Ltd (BOM:500850) reported a 14% year-on-year revenue growth for Q4 25-26, reaching Rs 2,845 crores.
- The company achieved an EBITDA margin of 37% in Q4, reflecting strong operational efficiency.
- The capital-light strategy remains a competitive advantage, with 68% of the operating portfolio and 93% of the pipeline under managed or asset-light formats.
- The company has a robust liquidity position with over 4,300 crores, providing flexibility for growth opportunities.
- New business verticals, including Ginger and Ama Stays, delivered a 25% growth in FY '26, showcasing successful scaling of high-growth brands.
- The company faced macroeconomic headwinds, including geopolitical conflicts and weather-related disruptions, impacting performance.
- International markets, particularly in West Asia, experienced revenue losses due to geopolitical tensions.
- The business was sluggish in March and early April, indicating potential volatility in demand.
- High occupancy rates in key markets like Mumbai limit the potential for further occupancy-driven growth.
- The impact of currency depreciation and geopolitical uncertainties could affect international tourist arrivals and revenue.
Ladies and gentlemen, good day and welcome to the Indian Hotels Company Limited Earnings Conference Call for the quarter and fiscal year ended 31st March 2026.
On the call, we have with us Mr. Puneet Chatwal, Managing Director and CEO, IHCL and Mr. Ankur Dalwani, EVP and CFO, IHCL.
As a reminder, all participant lines will be in the listen-only board. And there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star and then zero on your touchstone phone.
Please note that this conference is being recorded.
I now hand the conference over to Mr. Puneet Chatwal.
Thank you and over to you Mr. Chatwal.
Good evening, everyone, and thank you for joining our conference call for Q4 and FY25-26.
We are pleased to inform you that we have continued our record performance for the 16th consecutive
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