The hospitality giant ITC Hotels achieved unprecedented financial milestones in the October-December 2025 quarter, marking its highest-ever revenue and profit. This surge was propelled by a robust 21% increase in consolidated revenue from operations, reaching ₹1,231 crore, and a significant 42% jump in profit to ₹307 crore year-on-year.
Demand Drivers Fuel Record Performance
The company attributed its stellar performance to strong demand across luxury, upper upscale, and upscale segments during the peak travel quarter. Higher occupancy rates and increased average daily rates (ADR) were key, supported by substantial festive spending, a surge in wedding events, and heightened Meetings, Incentives, Conferences, and Exhibitions (MICE) activity. Room revenue grew 12%, while Food & Beverage revenue saw an 8% uplift, primarily from banqueting and corporate events.
Strategic Expansion and Market Outlook
Despite the record results, ITC Hotels shares closed 2.6% lower at ₹180.3 on the BSE on Tuesday, amidst a broader market decline of 1.3%. Looking ahead, ITC Hotels is aggressively pursuing its 'asset-right' strategy. This involves partnering with asset owners to expand its presence in Tier-II and Tier-III cities, catering to rising demand for premium hospitality. The company signed 28 new hotels with 2,790 keys in 2025, a 26% increase from the previous year. It also surpassed 150 operational hotels, boasting over 14,000 keys.
The outlook for the hospitality sector remains positive, with ITC Hotels anticipating the structural supply-demand imbalance to persist. Sustained consumption trends and broad-based growth across segments are expected to support future performance.