Indian Hotel: Co's MD Reports Strong Demand, PM's Appeal May Increase Local Spending, Business Is on the Rise.

 12 May 2026 10:14 AM

Indian Hotel: Co's MD Reports Strong Demand, PM's Appeal May Increase Local Spending, Business Is on the Rise.

Indian Hotel: Wedding Season Is Picking Up Boosting Demand

 12 May 2026 10:14 AM

Indian Hotel: Wedding Season Is Picking Up Boosting Demand

Indian Hotels: UBS maintains a Buy on Indian Hotels with a Target Price of ₹900, citing resilient Q4 performance with 14% YoY revenue growth and 15% PAT growth despite geopolitical headwinds, strong RevPAR growth of 10–12% driven by higher ARR and improved occupancies, healthy 35% EBITDA margins supported by cost control and strong management fee growth, while management guides for 12–14% FY27 revenue growth backed by robust domestic demand and limited supply additions.

 12 May 2026 08:42 AM

Indian Hotels: UBS maintains a Buy on Indian Hotels with a Target Price of ₹900, citing resilient Q4 performance with 14% YoY revenue growth and 15% PAT growth despite geopolitical headwinds, strong RevPAR growth of 10–12% driven by higher ARR and improved occupancies, healthy 35% EBITDA margins supported by cost control and strong management fee growth, while management guides for 12–14% FY27 revenue growth backed by robust domestic demand and limited supply additions.

Indian Hotels: Goldman Sachs maintains a Buy on Indian Hotels with a Target Price of ₹790, citing strong Q4 performance with RevPAR growth accelerating to 10–12% YoY driven by higher occupancy and 10% ARR growth, resulting in 14% consolidated revenue growth that beat estimates despite geopolitical disruptions impacting MICE events and international travel, while strong domestic tourism demand helped offset weakness and support overall resilience.

 12 May 2026 08:42 AM

Indian Hotels: Goldman Sachs maintains a Buy on Indian Hotels with a Target Price of ₹790, citing strong Q4 performance with RevPAR growth accelerating to 10–12% YoY driven by higher occupancy and 10% ARR growth, resulting in 14% consolidated revenue growth that beat estimates despite geopolitical disruptions impacting MICE events and international travel, while strong domestic tourism demand helped offset weakness and support overall resilience.

Indian Hotels: Elara Capital downgrades Indian Hotels Company to Accumulate from Buy with a Target Price of ₹716, citing estimate cuts due to West Asia conflict impacting MICE and inbound travel, temporary disruptions in Dubai and Maldives, and a drag from owned portfolio profitability, though FY27 revenue is still expected to grow at 14% CAGR supported by RevPAR growth, acquisitions and a strong capital-light pipeline with rising management fee income.

 12 May 2026 08:42 AM

Indian Hotels: Elara Capital downgrades Indian Hotels Company to Accumulate from Buy with a Target Price of ₹716, citing estimate cuts due to West Asia conflict impacting MICE and inbound travel, temporary disruptions in Dubai and Maldives, and a drag from owned portfolio profitability, though FY27 revenue is still expected to grow at 14% CAGR supported by RevPAR growth, acquisitions and a strong capital-light pipeline with rising management fee income.

Indian Hotels: Jefferies maintains a Buy on Indian Hotels with a Target Price of ₹800, citing strong domestic travel demand momentum, 15% EBITDA growth in FY26 in line with guidance, and management’s expectation of continued double-digit revenue growth of 12–14% in FY27 with Q1FY27 growth likely to exceed 12% driven by robust travel trends.

 12 May 2026 08:42 AM

Indian Hotels: Jefferies maintains a Buy on Indian Hotels with a Target Price of ₹800, citing strong domestic travel demand momentum, 15% EBITDA growth in FY26 in line with guidance, and management’s expectation of continued double-digit revenue growth of 12–14% in FY27 with Q1FY27 growth likely to exceed 12% driven by robust travel trends.