The Indian Hotels Company Limited — Investor Meet, 14-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IHCL delivered record Q4 & FY26 performance, with consolidated revenue up 14% to INR 2,845 Cr and EBITDA up 15% to INR 1,052 Cr in Q4. FY26 PAT crossed INR 2,000+ Cr. New businesses grew 25% to INR 753 Cr. The company proposed a INR 3.25/share dividend (+44% YoY). Management is confident of FY27 double-digit revenue growth (12-14%), projecting 60+ new hotel openings and INR 250 Cr from acquisitions. The capital-light strategy (93% pipeline managed) and strong domestic demand underpin this outlook, despite geopolitical headwinds impacting international markets. Focus remains on resilience, scale, and asset management, with ongoing investments.