Lemon Tree Hotels Limited — Investor Meet, 21-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Lemon Tree Hotels held a conference call to discuss its Composite Scheme of Arrangement, creating two distinct entities. Lemon Tree will become a debt-free, asset-light company focused on hotel management, brand, and digital services, aiming for over 80% EBITDA margins and 60% PAT margins by FY28. Fleur Hotels will operate as a large-scale hotel ownership/leasing platform, consolidating existing assets and pursuing growth with a ~Rs. 960 crore commitment from Warburg Pincus, targeting Rs. 1,000 crore+ EBITDA by FY28 and over 48% margins after renovations. Management expressed confidence in India's hospitality upcycle, focusing on brand monetization for Lemon Tree and strategic acquisitions for Fleur, while managing risks like talent and technology. The restructuring aims to unlock value for shareholders.