The Indian Hotels Company Limited — Investor Meet, 23-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Indian Hotels (IHCL) reported its 13th consecutive record quarter for Q1 FY26. Consolidated revenue jumped 32% YoY to INR2,102 Cr, EBITDA 29% to INR637 Cr (30.3% margin), and PAT 19% to INR296 Cr. Taj continues as the world's strongest hotel brand. Despite industry headwinds, IHCL outperformed, driven by operational efficiencies. The company added 12 signed and 6 opened hotels, nearing 400+ properties, with management fees up 17%. A strong balance sheet with INR3,050 Cr cash supports INR1,200 Cr capex for FY26, including a new asset platform with Tata Group. Management remains confident in achieving double-digit revenue growth for the year.