Indian Hotels Co Ltd (LSE:96IR)

Q1 2027 Indian Hotels Company Ltd Earnings Call Transcript

Jul 21, 2026 / 01:30 PM GMT

Transcript

Key Points

Positve

Indian Hotels Co Ltd (BOM:500850) reported a 15% year-on-year growth in consolidated revenue, reaching Rs. 2419 crores.
EBITDA grew by 18% year-on-year to Rs. 753 crores, with an EBITDA margin of 31.1%.
The company achieved a 21% increase in PAT, reaching Rs. 358 crores.
The company signed 20 new hotels and opened 11 in Q1, reflecting strong portfolio expansion.
Indian Hotels Co Ltd (BOM:500850) maintains a strong balance sheet with over Rs. 4,400 crores in cash reserves, providing flexibility for future investments.

Negative

Geopolitical tensions in West Asia have led to elevated fuel prices, reducing airline capacity and increasing airfares, which moderated travel demand.
The international segment faced challenges, with disruptions in London and New York affecting performance.
Taj Sats, the airline catering business, experienced a decline in revenue due to reduced airline capacity and increased competition.
The leisure segment in Dubai, particularly the Taj Exotic on the Palm, is underperforming, with revenue not reaching 50% of previous levels.
The company faces challenges in the international market due to geopolitical issues affecting travel routes, impacting business in regions like Maldives and Sri Lanka.

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

IHTL.NS - Indian Hotels Company Ltd
Q1 2027 Indian Hotels Company Ltd Earnings Call
Jul 21, 2026 / 01:30PM 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 Indian Hotels Company Limited Earnings Conference Call for the quarter ended 30th June 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 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 star and then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Puneet Chetwal.

Thank you. And

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