India’s hospitality business is witnessing fast development, with Indian Lodges and ITC Lodges rising because the main gamers. Each corporations proceed to submit robust performances and increase their attain throughout markets.
This text covers their newest quarterly outcomes, income segments, lodge portfolios, and well-known manufacturers. It additionally explores portfolio enlargement methods, displaying how each giants intention to form India’s hospitality future.
With a market capitalization of Rs. 110,550.86 crore, the shares of Indian Lodges Firm Restricted have been at present buying and selling at Rs. 776.65 per fairness share. Equally, with a market capitalization of Rs. 50,785.22 crore, the shares of ITC Lodges Restricted have been at present buying and selling at Rs. 243.85 per fairness share.
Q1 FY26 Outcome Walkthrough
Coming into the quarterly outcomes of Indian Lodges Firm Restricted, the corporate’s consolidated income from operations elevated by 31.68 p.c YOY, from Rs. 1,550 crore in Q1 FY25 to Rs. 2,041 crore in Q1 FY26, and decreased by 15.84 p.c QoQ from Rs. 2,425 crore in This fall FY25.
Indian Lodges Firm Restricted’s income combine was led by lodge providers, contributing 85.88 p.c, adopted by air and institutional catering income at 14.12 p.c in Q1 FY25-26.
In Q1 FY26, Indian Lodges Firm Restricted’s consolidated web revenue elevated by 26.54 p.c YOY, reaching Rs. 329 crore in comparison with Rs. 260 crore throughout the identical interval final yr. As in comparison with This fall FY25, the web revenue has decreased by 41.56 p.c, from Rs. 563 crore.
Correspondingly, ITC Lodges Restricted’s consolidated income from operations elevated by 15.58 p.c YOY, from Rs. 706 crore in Q1 FY25 to Rs. 816 crore in Q1 FY26, and decreased by 23.09 p.c QoQ from Rs. 1,061 crore in This fall FY25.
ITC Lodges Restricted’s income combine was led by room income, contributing 50 p.c, adopted by meals and beverage income at 40 p.c and different earnings at 10 p.c in Q1 FY25-26.
In Q1 FY26, ITC Lodges Restricted’s consolidated web revenue elevated by 54.02 p.c YOY, reaching Rs. 134 crore in comparison with Rs. 87 crore throughout the identical interval final yr. As in comparison with This fall FY25, the web revenue has decreased by 48.06 p.c, from Rs. 258 crore.
Resort Portfolio
IHCL has expanded its portfolio to over 550 motels, displaying robust development momentum lately. The corporate has greater than doubled its presence within the midscale section, rising from 105 motels earlier to 240 in the present day.
Equally, ITC Lodges at present operates a powerful portfolio of greater than 140 properties with over 13,300 keys throughout India. The portfolio displays a balanced mixture of owned and managed motels, with 42 p.c owned and 58 p.c managed.
Moreover, ITC Lodges Restricted has been increasing its portfolio steadily, which now reaches 201 properties, together with 58 within the pipeline. During the last 24 months, the corporate signed 55 motels and efficiently opened 25 new ones, reflecting constant development momentum.
With a wholesome pipeline of greater than 5,300 rooms, ITC Lodges is on observe to open a couple of lodge each month over the subsequent two years, displaying robust development momentum.
Well-known Resort Manufacturers
Indian Lodges Firm Restricted’s portfolio spans iconic lodge manufacturers like Taj, Vivanta, SeleQtions, and Ginger, complemented by experiences corresponding to The Chambers, Tree of Life, and Claridges Assortment.
Moreover, the corporate’s wealthy eating and life-style choices embody Golden Dragon, Wasabi, Machan, Thai Pavilion, Rick’s, Seven Rivers, Qmin, Khazana, Shamiana, Ama Stays & Trails, Loya, and Nomad.
Likewise, ITC Lodges gives a variety of manufacturers, from luxurious (ITC Lodges, Mementos) to premium (Welcomhotel, Storii), mid-market (Fortune), and heritage stays (WelcomHeritage), delivering accountable luxurious and numerous experiences below the Membership ITC umbrella.
Key Metrics
Ginger Lodges, part of IHCL, has considerably outperformed the business in RevPAR development, recording a 9.4 p.c CAGR between FY18-25, in comparison with the business common of simply 3.9 p.c.
Equally, ITC Lodges Restricted reported robust efficiency with a 34 p.c RevPAR premium over the business common throughout key Indian cities
Portfolio Growth
IHCL is accelerating its enlargement additional and goals to cross 700 motels by 2030. This regular development highlights IHCL’s potential to seize alternatives throughout segments whereas strengthening its management within the hospitality business.
Correspondingly, ITC Lodges is increasing its portfolio with new properties, together with Welcomhotel Puri (118 keys) and Welcomhotel Bhubaneswar (greater than 100 keys) by FY28, together with a 200-key flagship lodge in Vizag by FY30, strengthening its presence in key locations.
Moreover, ITC Lodges targets working over 220 properties with greater than 20,000 keys by 2030, sustaining a balanced portfolio with 30 p.c owned and 70 p.c managed motels.
Firm Overview
Indian Lodges Firm Restricted (IHCL) was included in 1902 by Jamsetji Tata. It’s India’s largest hospitality firm providing luxurious motels, resorts, jungle safaris, palaces, spas, and in-flight catering providers globally by famend manufacturers like Taj, Vivanta, Ginger, and SeleQtions.
Equally, ITC Lodges was established in 1975, pioneered by ITC Restricted. It operates a series of luxurious motels throughout India, mixing Indian hospitality traditions with fashionable facilities and sustainable practices in over 140 motels.
Written By – Nikhil Naik
Disclaimer
The views and funding suggestions expressed by funding specialists/broking homes/score businesses on tradebrains.in are their very own, and never that of the web site or its administration. Investing in equities poses a danger of economic losses. Buyers should subsequently train due warning whereas investing or buying and selling in shares. Commerce Brains Applied sciences Personal Restricted or the writer are usually not answerable for any losses prompted on account of the choice based mostly on this text. Please seek the advice of your funding advisor earlier than investing.
