Apeejay Surrendra Park Hotels is pressing the growth pedal by taking hotels on leases, acquiring some, and scaling up the Flurys bakery and confectionaries business
IHCL, with a comprehensive product portfolio and expansion plans in an asset-light manner, is well-positioned to ride the industry upcycle
Demand traction remains strong and ITCH has a healthy inventory addition pipeline.
Domestic demand continues to be strong and an expected increase in foreign tourist arrivals bodes well for EIHL, which is a preferred destination for foreign tourists.
The Indian hospitality industry, particularly the luxury segment in which Schloss Bangalore (operator of Leela Hotels) operates, is poised for a sustained upcycle over the medium term
ITC Hotels has a healthy inventory addition pipeline and there is scope for further sweating the current asset portfolio
IHCL, with its leadership position and a comprehensive portfolio, is well-positioned to gain from the industry upcycle.
The hotel industry is experiencing an up-cycle while there is a shift in consumer preference towards premium properties
The hotelier is poised for pricing growth as it commands industry-leading occupancy levels while its balance sheet remains strong
ITC Hotels Limited has healthy expansion plans and should benefit from the industry up-cycle
Indian Hotels Company posted record Q3FY25 results and has an industry leading inventory addition pipeline
EIH Limited has outlined healthy room addition pipeline and has retained its long-term guidance of more than doubling its room inventory by 2030.
With a strong parentage, comprehensive product offerings, scaling up of new businesses, and healthy inventory addition plans, IHCL is well positioned to ride the hotel industry up-cycle.
JHL has unveiled Juniper 2.0, a massive growth plan — both organic and inorganic. JHL’s stock price has corrected ~33 percent from the all-time high recorded in April 2024. and current levels offer a good entry point.
EIHL has lined up healthy room addition plans and aims to add about 50 properties and about 4,500 keys by 2030, which is more than double the current room count
IHCL, with a strong brand and parentage, diverse offerings and a strong balance sheet, is among the best stocks to play the industry up-cycle.
Demand is expected to pick up from Q2 FY25 and the company has lined up aggressive room addition plans
EIHL has lined up robust expansion plans and a strong balance sheet will enable it to grow aggressively
The hotel industry is likely to be least affected by any policy shift under the new government
IHCL has big expansion plans across its product portfolio to tap the growth momentum. The scale-up of new businesses provides an additional growth lever
With no major greenfield capex and healthy cash generation, LMNT will focus on debt repayment and strengthen the balance sheet
EIH has lined up aggressive inventory addition and a strong balance sheet (net debt free) will enable it to pursue its robust growth strategy.
Sequentially, the hotel chain reported a 144 percent rise in profit from Rs 94.14 crore reported in the September quarter of FY24
EIH has unveiled an industry leading capacity expansion programme, with plans to more than double the room inventory by FY30
The company recorded consolidated revenue of Rs 552.5 crore and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) of Rs 164.9 crore in Q2.