Ventive Hospitality Limited — Investor Meet, 20-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ventive Hospitality reported strong FY26 results with consolidated revenue up 24% to INR 2,666 Cr and EBITDA up 28% to INR 1,299 Cr (49% margin). PAT crossed INR 500 Cr. The hospitality segment revenue rose 23% to INR 1,980 Cr, with EBITDA up 33% to INR 735 Cr (37% margin). The annuity business added stability with INR 505 Cr revenue and 90% EBITDA margin. Net debt-to-EBITDA improved to 1.14x.

Management expressed confidence in the platform's resilience despite geopolitical disruptions, projecting low-teen revenue growth and high-teen EBITDA growth for FY27. India's business, especially Pune, is rate-led with ADRs comparable to gateway cities, targeting 75% occupancy. Maldives Q1 bookings are healthy from Asian markets, demonstrating diversified demand. Strategic priorities include growing RevPAR/TRevPAR, margin expansion, and careful execution of projects like AC by Marriott (Mar 2027), Varanasi Marriott (FY28), and Ritz-Carlton Sri Lanka (FY28). The Mundra project is on hold. Internal accruals will fund the ~INR 1,000 Cr capex over three years. Sentiment is confident.