Chalet Hotels Ltd (NSE:CHALET)

Q1 2027 Chalet Hotels Ltd Earnings Call Transcript

Jul 30, 2026 / 05:30 AM GMT

Release Date Price: ₹805 (-3.79%)

Transcript

Key Points

Positve

Chalet Hotels Ltd (BOM:542399) reported a strong first half with adjusted like-for-like growth of 6.5%, indicating robust business momentum.
The company achieved a record operating margin of 21.3%, up 20 basis points, showcasing improved profitability.
Operating net cash flow exceeded EUR3 billion, increasing by 13.9%, reflecting strong cash generation.
E-commerce sales grew by 18%, nearly twice the market rate, highlighting successful digital channel expansion.
The dermatological beauty division delivered a third consecutive quarter of double-digit growth at 10.6%, driven by skincare and haircare.

Negative

Foreign exchange had a negative 2.8% impact on sales due to euro appreciation against key currencies.
The company faces ongoing economic and geopolitical tensions that could affect future performance.
Advertising and promotional expenses increased by 70 basis points to 32.6% of sales, pressuring margins.
The luxury division's margin decreased by 20 basis points due to the first-time consolidation of Kering Boutte.
Non-recurring items amounted to a negative EUR430 million, including EUR169 million for product liability lawsuits.

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

CHAL.NS - Chalet Hotels Ltd
Q1 2027 Chalet Hotels Ltd Earnings Call
Jul 30, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the L'Oreal 2026 Half-Year Financial Webcast. The conference is about to begin. I now hand over to Eva Quiroga. Ms. Quiroga, please go ahead.

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Unidentified_2 [2]
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Thank you very much, Eugenia, and good morning to all, and thank you for joining us for the presentation of our first half 2025 results.

I'm here with our CEO, Nicolas Imponimus.

Our CFO, Christophe Rabul, and our Head of Corporate Finance and Financial Communications, Laurent Schmidt.

As always, Christophe will comment the first half results.

Nicolas

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