EIH Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

EIH reported its highest ever Q1 consolidated revenue and EBITDA, with EBITDA margin up to 32%. Profit After Tax was lower due to a one-time INR 110 Cr charge from the Mashobra court judgment. Despite geopolitical issues, RevPAR for owned/managed hotels grew 16%, primarily from an 18% increase in Average Room Rates (ARR) while occupancy was flat. Management is optimistic about India's high-end luxury demand and continues to prioritize ARR maximization. The Vision 2030 goal of doubling room count progresses with 25 new properties in pipeline. While human resource and regulatory delays persist, India's strong economic growth offers significant opportunities. The management tone is confident in navigating challenges.