| Revenue growth | FY26 consolidated revenue up 8% YoY; Q4 up 10%. |
|---|---|
| Margins | EBITDA growth slowed by business mix changes and higher expenses. |
| Demand visibility | Strong domestic demand compensating for lower foreign tourist arrivals in Q4. |
| Management confidence | High; citing resilient luxury demand and strong domestic market buffer. |
Growth
FY26 RevPAR grew 10-12% YoY. Q4 consolidated revenue up 10%; EBITDA up 1%. Annual consolidated revenue grew 8%.
Outlook
Adding 825 owned keys by 2030 and 24 managed hotels (1,893 keys). FY27 Capex guided at ₹600-700cr.
Risks
West Asia conflict, India-Pakistan tensions (Operation Sindoor), weather disruptions, and one-time wage code impact of ₹30cr.
Last quarter's promises, checked
Delivered
- Guided 50 keys at Oberoi Grand Kolkata → delivered 50 keys (= BEAT)
- Guided RevPAR growth in international hotels → delivered 11% growth (= BEAT)
- Guided ARR growth of 8-10% → delivered 9-10% (= BEAT)
Partly delivered
- Guided FY26 Capex → delivered ₹680cr vs ₹600-700cr range (= PARTIAL)
Missed
- Guided EBITDA growth matching revenue → delivered 7% vs 9% revenue (= MISS)
- Guided PAT growth → delivered -9% YoY due to wage code (= MISS)
Earnings Call filed with BSE, NSE: EIHOTEL. Summary written with AI assistance from the document.
EIH Ltd: key numbers
- Share price
- ₹296.00
- Market cap
- ₹18,511 Cr
- Revenue (annual)
- ₹2,940 Cr
- Net profit (annual)
- ₹628.3 Cr
- P/E (TTM)
- 26.0×Sector 43.2×
- Promoter holding
- 32.85%+0.00% QoQ
- FII holding
- 6.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from EIH Ltd
All →EIH Earnings Call Transcript: Key Takeaways
EIH Ltd reported 15% revenue growth in Q1FY27, driven by strong domestic demand and flight catering. Strategy focuses on premium positioning and a 30-property expansion pipeline by 2031.
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