EIH Ltd
EIH Q4 FY26: Revenue ₹1,216 Cr
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #19 of 31 in Leisure Services
See the sector's top 10 — free with your mobile number.
What the Q4 FY26 call signalled
1 of 3 strong
The short version
Revenue growth drivers for FY27-FY28 primarily focus on increasing average room rates (ARR) due to limited addition of new room keys in owned hotels during this period. Analysts are expected to model this based on hotel-level data (Page 15).
From EIH Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue growth drivers for FY27-FY28 primarily focus on increasing average room rates (ARR) due to limited addition of new room keys in owned hotels during this period.
- Improving profitability by eliminating waste and optimizing cost structures without compromising guest experience or hotel maintenance.
- Managed hotel additions are expected to pick up beyond FY28, with a larger pipeline in FY29-FY30.
- Continuous renovation and new hotel openings (e.g., Trident Vizag in 2027) will contribute to growth.
- Domestic business growth is expected to offset challenges in international travel, aided by changing demographics favoring luxury segment demand.
- FY26 saw room revenue of ₹1,216 crores and F&B revenue ₹670 crores from owned hotels, showing a solid base.
2 more points from EIH Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what EIH Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY26 Capex was approximately ₹680-700 crores.
- Major spends included:
- Mumbai land conversion to freehold: ~₹330 crores.
- Oberoi Rajgarh Palace operationalization: ₹125 crores.
- Ongoing renovations across Kolkata and other properties: ~₹100 crores.
- Remaining capex was for replacements.
- Future capex guidance:
- Expected to remain in the ₹600-700 crore range for the next 1-2 years.
- Capex will increase significantly towards FY29-30 with bigger hotel projects coming online.
- Renovation pipeline includes:
- Trident Nariman Point: renovation on 4 floors staggered over lean months to minimize operational impact.
- Oberoi Bengaluru: renovation of ~90 rooms.
2 more points from EIH Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Leisure Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what EIH Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The development pipeline includes adding 825 keys to owned hotels by 2030, starting with Trident Vizag in 2027 (via EIH Associated Hotels).
- For managed hotels, 24 hotels with 1,893 keys are planned, mostly domestic with some international additions.
- Some delays have occurred in management contracts due to owner-related factors, causing slippage in hotel openings, notably pushing some projects to 2029 and 2030.
- The owned hotel projects are generally on schedule, with updates shared in presentations.
- Renovations are planned for several existing hotels in FY27, including:
- Approximately 90 rooms at Oberoi Bangalore,
- Upgrading F&B at Trident Bandra Kurla,
2 more points from EIH Ltd's call on order book
Create a free account to keep reading this call
EIH Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹895 Cr, net profit ₹249 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What EIH Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
Others in Leisure Services this season
- Sinclairs Hotels (Q4 FY26)
Revenue from operations for FY 2025-26: ₹5,923.91 lakh, up from ₹5,342.37 lakh in FY 2024-25, indicating a year-on-year growth of approximately 10.9%. Key…
- TSC India (Q4 FY26)
Revenue for H1 FY26: ₹13.44 crore (Page 24) . Key investor presentation takeaways from TSC India's Q4 FY26 investor presentation — and how it ranks against sect
- ITC Hotels (Q4 FY26)
Q4 FY26 Consolidated Revenue from Operations: ₹1,254 crore, up 18% YoY (Page 2, 13, 39) . Key concall takeaways from ITC Hotels Ltd's Q4 FY26 earnings call…
- TajGVK Hotels (Q4 FY26)
64 Cr (Green Woods Palaces & Resorts Pvt Ltd JV), Rs. Key concall takeaways from TajGVK Hotels & Resorts Ltd's Q4 FY26 earnings call — and how it ranks against…
Potential multibaggers · Q2 FY27
Potential multibaggers in Leisure Services
on management's own guidance
- Jubilant Foodworks LtdGood growth2
- Landmark GlobalGood growth1
- Leela Palaces HotelsGood growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
EIH Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were EIH Ltd Q4 FY26 results?
Revenue growth drivers for FY27-FY28 primarily focus on increasing average room rates (ARR) due to limited addition of new room keys in owned hotels during this period. Analysts are expected to model this based on hotel-level data (Page 15).
What is EIH Ltd share price analysis?
EIH Ltd currently shows a neutral. The stock trades at a P/E of 28.7 with a market cap of ₹20,512 Cr. Investors should review the full earnings analysis for detailed insights.
Is EIH Ltd planning capital expenditure?
FY26 Capex was approximately ₹680-700 crores.
Keep EIH Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
