EIH Limited — PPTs, 26-05-2025: Investor Presentation

1. Financial Highlights:

EIH Limited reported consolidated revenue of ₹2,743 Cr, up 9% YoY, with standalone revenue at ₹2,400 Cr, also up 9%. Consolidated EBITDA rose 11% to ₹1,153 Cr, while standalone EBITDA grew 10% to ₹1,005 Cr. Profit after tax stood at ₹769.9 Cr consolidated (14% growth) and ₹751.3 Cr standalone (44% growth). Margins improved, with consolidated EBITDA margin expanding slightly and standalone PAT margin rising notably. The company holds a net cash position over ₹1,000 Cr, supporting future investments.

2. Strategic Initiatives & Growth Drivers:

EIH is accelerating expansion with 21 properties in the pipeline totaling 1,473 keys across India and abroad, focused on luxury and upscale segments—primarily The Oberoi and Trident brands. Capex targets new hotels in high-demand locations and mixed-use developments combining commercial and retail spaces. Growth is fueled by rising domestic tourism, infrastructure improvements, and increasing UHNI demand for premium hospitality.

3. Business Developments:

Portfolio enhancement includes luxury boats and river cruisers, boosting experiential and heritage tourism offerings. Expansion plans target emerging luxury markets such as Nepal, Saudi Arabia, and prime Indian cities, aligning with diversified business rollouts.

4. Market Position & Competitive Advantage:

EIH sustains leadership in luxury hospitality with strong RevPAR gains (up to 24% YoY for The Oberoi) and multiple global awards reinforcing brand strength. Its scale—with 3,700+ keys in India and a robust international presence—enables differentiated service quality and pricing power.

5. Investor Implications:

EIH shows positive growth potential backed by margin expansion and new asset additions. A healthy cash reserve supports timely project delivery; however, investors should monitor execution risks across multiple launches and external geopolitical uncertainties. The company is well placed to benefit from expanding luxury travel demand domestically and internationally.