Chalet Hotels Limited — Investor Meet, 22-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Chalet Hotels Q4 & FY26 call reported a milestone year with consolidated revenue crossing ₹2,500 Cr and EBITDA ₹1,000 Cr. Q4 revenue rose 6% to ₹571.1 Cr, with EBITDA up 8% to ₹278.6 Cr, despite March's geopolitical travel disruptions. RevPAR declined 3% in Q4, primarily due to Mumbai's market conditions and Powai's temporary construction impact.

The company is strategically expanding, adding 1,655 keys for a total over 5,000. New projects include Udaipur Resort (₹171 Cr acquisition) and an ultra-luxury Hyderabad Ritz-Carlton (₹560 Cr capex). Management expressed confidence in long-term growth from domestic travel and a diversified portfolio, with ₹3,000 Cr capex over FY27-29 largely funded by internal accruals.