EIH Limited — Investor Meet, 30-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

EIH Limited reported 9% YoY revenue growth and 10% EBITDA growth for FY25, with PAT up 44% on standalone books aided by a one-time Rs 115 Cr gain. Consolidated revenue rose 11%, EBITDA 13%, and PAT 6%, affected by exceptional items. RevPAR grew 14%-16% YoY, led by strong demand in major cities and both corporate and leisure segments. The company controls 4,200 keys globally, planning 21 new hotels (~1,500 keys) over 3-4 years. Management aims to raise rates amid underpricing in luxury hotels and remains open to acquisitions. The airline catering segment stays robust despite ending lounge operations. International revenue grew 10%, with optimism on recovery. Oberoi Grand is set for phased reopening within 12 months after renovation. The outlook on tourism and hospitality sectors remains positive with sustained demand expected.