Mahindra Holidays & Resorts India Limited — Investor Meet, 06-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Mahindra Holidays reported strong Q2 with standalone profit up 10% to INR 52 Cr, and H1 profit surged 39% to INR 128 Cr. Consolidated income rose 6% to INR 749 Cr. Despite monsoon impact, resort revenue grew 8%, maintaining 73.4% occupancy. The company is on track for 10,000 keys by FY30, adding 209 keys while exiting 261 for quality. Referral and digital channels now drive 66% of sales, boosting Average Unit Realisation (AUR) 85% YoY to INR 9.3 lakhs. Management eyes capital-light growth and new business models "coming soon." Outlook is confident on disciplined expansion and operational efficiency.