EIH Limited (EIHOTEL) — Financial Results Announcement
Investor Takeaways
Overall Tone: Neutral based on the numbers only.
Key Financial Highlights
| Metric | Value | YoY Change |
|---|---|---|
| Revenue | ₹1335 Cr | 8% |
| Net Profit | ₹200 Cr | Not available |
| EBITDA | Not available | Not available |
| EPS | Not available | Not available |
| OPM | Not available | Not available |
What Changed
EIH Limited reported FY26 RevPAR growth of 10-12% and ARR growth of 9-10% despite geopolitical headwinds, with consolidated revenue rising 8% YoY to ₹1335 Cr. Q4 international RevPAR grew 13%, while domestic demand drove occupancy to 76.8% and offset foreign tourist declines from West Asia tensions and rupee devaluation. Management highlighted premium pricing and cost optimization as growth levers, with CAPEX of 600-700 crores annually and no major new hotel openings planned until FY28. International expansion remains focused on Australia, Mauritius, and BRICS-linked opportunities, while renovations at key properties progress without material disruption.
Peer Comparison
| Company | P/E | ROE | ROCE | Market Cap (₹ Cr) |
|---|---|---|---|---|
| EIH Limited (EIHOTEL) | 27.87 | N/A | N/A | 19767.76 |
| Avenue Supermarts Limited (DMART) | 104.25 | N/A | N/A | 284258.63 |
| ETERNAL LIMITED (ETERNAL) | 317.34 | N/A | N/A | 232747.16 |
| Trent Limited (TRENT) | 75.43 | N/A | N/A | 145796.38 |
EIH Limited's P/E ratio of 27.87 is significantly lower than peers DMART (104.25), ETERNAL (317.34), and TRENT (75.43), suggesting potential relative valuation differences within the consumer services sector.
Risks & Concerns
Quarterly Trend
| Quarter | Revenue (₹ Cr) | Net Profit (₹ Cr) | OPM% |
|---|---|---|---|
| Q3FY25 | 800.17 | 278.83 | 44.59 |
| Q2FY25 | 588.99 | 132.7 | 29.65 |
| Q1FY25 | 526.54 | 96.75 | 25.61 |
| Q4FY24 | 741.34 | 247.59 | 41.02 |
📄 View Original Announcement (PDF)
Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.