The Indian Hotels Company (INDHOTEL) Earnings Call Presentation

Strategic Partnership & Acquisition - IHCL will acquire a 51% stake in ANK Hotels Pvt Ltd and Pride Hospitality Pvt Ltd[9] - This acquisition will double IHCL's presence in the midscale segment to over 240 hotels[9] - IHCL has also entered into a distribution & marketing agreement with BRIJ Hospitality, which has a portfolio of 19 hotels[43] Portfolio Growth & Expansion - ANK & Pride have a combined portfolio of 135 hotels with 6,800 keys across 100+ locations[8, 25] - The implied Compound Annual Growth Rate (CAGR) for hotels is 20%+ and for keys is 31%+[26] - IHCL aims to reach a portfolio of 700+ hotels by 2030[11, 44] Financial Projections & Synergies - The target companies project total revenue to scale to ₹100 Cr by FY30, with a 5-year CAGR of 25%[32] - EBITDAR margin is projected to reach 38% by FY28 and FY30[32] - IHCL anticipates an incremental fee of ₹15 Cr by FY30 from the acquired portfolio[32]