Grand Continent Hotels Limited — Investor Meet, 29-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Grand Continent Hotels' H2 FY26 revenue doubled year-on-year to ₹84.83 Cr, with PAT growing 129% to ₹10.10 Cr. FY26 saw revenue at ₹140.54 Cr (up 94%), driven by portfolio expansion to 31 hotels/1,850+ keys and international entry in the US. Occupancy improved to 68% (from 61% in FY25), with ARR at ₹3,960. Management highlighted the impact of GST input credit changes (approx. ₹5.4 Cr hit to PAT), and is working on mitigating this through rate hikes (8-10%), exploring revenue-share/management models, and expanding sales. The company aims for 3,000 keys by FY28, with 600 keys planned for FY27. While leisure/pilgrimage hotels take longer to stabilize than corporate ones, they promise higher long-term profitability. Sentiment is confident, focusing on disciplined growth and bottom-line strengthening.