EIH Limited — PPTs, 14-11-2025: Investor Presentation

Here's a concise summary for EIH Limited:

**Business Performance:** EIH reported a 2% YoY rise in Q2FY26 consolidated revenue to INR 632.7 Cr, with H1FY26 revenue growing 5% to INR 1,241.8 Cr. However, Q2 EBITDA saw a 9% dip to INR 188.5 Cr and PAT fell 12% to INR 116.6 Cr, influenced by geo-political disruptions and extended monsoons. Encouragingly, like-to-like H1 performance showed 14% revenue growth and 12% EBITDA growth. EIH hotels outperformed the industry in Q2, achieving ~7% RevPAR growth compared to the industry's 5%.

**Growth Drivers or Strategy:** The company sees strong potential in India's high-end luxury market. Its strategy involves significant expansion, with 27 new properties (2,097 keys) planned across global and domestic markets by 2030, leveraging direct ownership, joint ventures, and management contracts.

**Recent Developments:** EIH recently opened The Oberoi Rajgarh Palace in November 2025. Its portfolio also received numerous prestigious international awards and accolades, including top rankings from Travel + Leisure, Michelin Keys, and Forbes Travel Guide.

**Key Financial Metrics:** EIH maintains a healthy cash position, standing at INR 1,057 Cr as of September 30, 2025, providing a strong base for future growth.

**Management Commentary / Outlook:** Management is confident in capturing India's evolving luxury opportunities and remains focused on executing its robust expansion roadmap.