EIH Limited — Investor Meet, 17-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

EIH Ltd. reported Q1 FY27 revenue of ₹698 Cr (+15% YoY) and EBITDA of ₹207 Cr, with PAT at ₹120 Cr. Management highlighted robust domestic demand mitigating the impact of reduced foreign arrivals from the West Asia crisis. EBITDA margins were affected by the ramp-up of Oberoi Rajgarh, increased marketing and IT spending, and renovation write-offs. Occupancy and ARR improved, with Trident showing strong growth, particularly in Mumbai. The company plans to operationalize approximately 30 new properties by 2031. Renovations are strategically scheduled during low-occupancy periods to minimize revenue impact. Management expresses optimism about future growth and strategic expansion.