Whalesbook
Quarter ka Super Performance!
Yaar, IHCL toh rukne ka naam hi nahi le raha! Yeh unka 16th consecutive quarter hai jab unhone record performance di hai. FY2026 ke Q4 mein, company ka revenue 14% badh kar ₹2,845 Crore tak pahunch gaya. Iske wajah se EBITDA ₹1,052 Crore raha aur EBITDA margin 37% pe pahunch gaya, matlab operations mast chal rahe hain. Aur net profit ki baat karein toh woh 14.9% jump karke ₹600 Crore ho gaya!
Portfolio Expansion ka Bada Plan
Company ne apna network kaafi extend kiya hai, 250 naye hotels sign kiye hain alag alag brands ke andar, kuch toh buy kiye hain aur kuch naye banenge. Isme Claridges Collection jaisa brand bhi add hua hai, aur Brij Hospitality, Atmantan jaise companies mein stakes bhi liye hain. Pichhle ek saal mein 130 se zyada hotels open kiye hain ya management ke under liye hain, toh ab total 373 hotels ho gaye hain jinme 33,000 se zyada rooms hain. Unke paas 255 hotels ka pipeline bhi hai, jo industry mein sabse bada hai.
Shareholders ke liye Khushkhabri
Investors ko khush karne ke liye, IHCL ne FY2026 ke liye ₹3.25 per equity share ka dividend propose kiya hai. Ye last year ke ₹2.25 per share se kaafi zyada hai, matlab 325% payout! Haan, ye Shareholders ki approval ke baad hi final hoga.
Alag Alag Segments ka Performance
Airline aur institutional catering business, TajSATS, ne 16% revenue growth dikhaya hai, ₹1,219 Crore kamaya hai aur 24.2% EBITDA margin maintain kiya hai. New ventures jaise Ginger, Qmin, amã Stays & Trails, aur Tree of Life ne milkar ₹1,099 Crore ka revenue banaya hai, jo 37% zyada hai. Ginger brand ka performance bahut accha raha, uske enterprise revenue mein 21% ka rise aaya aur woh ₹814 Crore tak pahunch gaya. Sirf Mumbai Airport wala Ginger outlet ₹100 Crore se zyada ka revenue generate kar gaya!
Management kya Bolti Hai?
CEO Puneet Chhatwal ne kaha ki West Asia conflict jaisi challenges ke bawajood company steady performance de rahi hai. FY2026 mein revenue 16% badh kar ₹9,971 Crore ho gaya, EBITDA all-time high ₹3,477 Crore raha aur net profit (PAT) record ₹2,084 Crore tha. Unhone yeh bhi bataya ki 3 naye brands add karne se ab IHCL ke paas 14 major brands ho gaye hain aur 250 naye signings hui hain.
CFO Ankur Dalwani ne bataya ki FY2026 ka consolidated revenue broad-based tha, jo RevPAR growth of 9% se boost hua. Catering, new businesses, aur management fees ne bhi accha contribute kiya. Indian Hotels Company Ltd ke shares report wale din ₹663.80 pe close hue, 1.41% girne ke baad.