The Indian Hotels Company Limited — PPTs, 11-05-2026: Investor Presentation

IHCL delivered strong Q4 & FY26 results. Full-year consolidated revenue jumped 16% to ₹9,971 Cr, with EBITDA up 16% to ₹3,477 Cr and profit (before exceptional items) growing 15% to ₹1,849 Cr. Q4 maintained momentum despite global disruptions, seeing revenue rise 14% to ₹2,845 Cr. The diversified portfolio and robust domestic demand were key drivers.

Strategy focuses on capital-light expansion (93% pipeline managed/leased), multi-brand growth, and enhancing customer loyalty & digital journeys. Strategic acquisitions like Brij and Atmantan also support expansion.

FY26 was a record year for network expansion, reaching over 1,000 portfolio units with 250 signings and 132 openings. Integration of the ANK/Pride portfolio is ongoing, alongside investments in IT and F&B.

Key FY26 financial metrics: Revenue ₹9,971 Cr, EBITDA ₹3,477 Cr, PAT (BEI) ₹1,849 Cr. Gross liquidity is healthy at ₹4,300+ Cr. Dividend increased 44% to ₹3.25/share. RoCE hit 17%, RoE 16%.

Management is upbeat for FY27, projecting double-digit revenue growth. They see tight market supply and strong domestic demand, especially from MICE and weddings. Plans include opening 60+ hotels (750+ owned/leased keys) and a Capex of ₹1,100-₹1,300 Cr. Strong management fee growth is also expected. #IHCL #Earnings #Hospitality