Lemon Tree Hotels Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Lemon Tree Hotels reported Q4 revenue at Rs. 379.4 Cr, up 15% YoY, with EBITDA rising 17% to Rs. 205 Cr and margins at 54%. FY25 revenue grew 20% to Rs. 1,288 Cr; EBITDA up 20% to Rs. 637 Cr; PAT surged 29% to Rs. 108 Cr. Debt cut by Rs. 190 Cr, lowering debt/EBITDA to 2.67x. Pipeline includes 15 new contracts for 833 rooms; total inventory at 17,116 rooms (10,269 operational). Retail demand share expected to rise to 66% by CY28, driven by loyalty programs and tech upgrades. Renovations (~3% of revenue in FY26) aim to sustain 50%+ margins by FY27. Asset-light growth continues with Fleur Hotels’ potential listing; focus on Tier II/III cities and middle-income segments. Management is confident of exceeding 5-year goals ahead of schedule.