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The Indian Hotels Company Limited (IHCL), a Tata Group enterprise, is undergoing a massive transformation under CEO Puneet Chhatwal. Here are key takeaways from IHCL's current strategy and trajectory: 𝗔𝗴𝗴𝗿𝗲𝘀𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 IHCL plans to double its revenue to ₹15,000 crore and the number of hotels by 2030. It plans to increase its hotel portfolio to over 700 properties globally, up from the current 232 operational hotels (214 in India).118 properties are under development across 13 countries on four continents. 𝗗𝗶𝘃𝗲𝗿𝘀𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 The company operates across luxury, mid-scale, and budget segments under eight brands, including Taj, Vivanta, Ginger, and amã Stays & Trails. IHCL has introduced new verticals like Qmin (food delivery) and The Chambers (club memberships). Taj, its luxury brand, will grow from 50 to 120 hotels. Ginger, its midscale brand, will expand from 46 to 100 hotels 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝘀𝘂𝗿𝗴𝗲𝗻𝗰𝗲 Revenue recovered strongly post-pandemic, reaching ₹6,768.7 crore in FY24, up from ₹1,575 crore in FY21.Profitability has also returned, with ₹1,330.4 crore in FY24, compared to a loss of ₹795.6 crore in FY21. 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗔𝗵𝗲𝗮𝗱 The rapid expansion has raised concerns about maintaining quality, particularly in mid-scale and budget properties like Ginger. Competitors like Marriott International are leading in room count. Global expansion faces stiff competition from established luxury brands 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 IHCL has seen its stock price rise over 400% in five years, with a current market cap of ₹1 trillion, outpacing rivals like Marriott and Oberoi Hotels The company’s ambitious goals reflect its leadership's confidence in India’s growing hospitality market, but sustaining quality and addressing service inconsistencies will be critical to its long-term success. IHCL CMP Rs 751.5 Market cap Rs. 1.07 Trillion Rishabh Kale

The Oberoi Group's expansion plans have recently garnered attention, with the announcement of plans to open 50 new hotels by 2030. Vikram Oberoi, CEO and Managing Director of EIH Hospitality, the parent company of Oberoi Hotels, shared insights into this strategic move during the Skift India Summit held in Delhi. He emphasized the group's focus on portfolio expansion, noting that some forthcoming properties will be smaller in scale, including those under the newly introduced category, Oberoi Nature. Oberoi Nature, positioned as a subset within Oberoi Hotels and Resorts, aims to curate properties amidst picturesque natural settings. While elaborating on the rationale behind the growth strategy, Oberoi highlighted three key drivers. Firstly, the group aims to ensure its presence in locations frequented by travelers, both domestically and internationally. Secondly, nurturing talent within the organization is paramount, with a focus on retaining and fostering growth opportunities for employees. Lastly, growth serves as a vital component in enhancing shareholder value. Addressing the issue of competitive pricing, Oberoi emphasized the need for hotel rates in India to reflect the quality of services offered, indicating room for upward adjustment to align with global standards. Despite the expansion drive, Oberoi underscored the group's unwavering commitment to maintaining service excellence, prioritizing quality over quantity. In line with these growth aspirations, EIH's subsidiary Mumtaz Hotels has approved the development of a luxury resort in Gandikota, Andhra Pradesh. Additionally, the company's annual report for 2022-2023 outlined several ongoing projects, including The Oberoi Rajgarh Palace near Khajuraho, Madhya Pradesh, and collaborations with Reliance Group for hotels in Gujarat, Mumbai, and London. The group's expansion also extends to international territories, with projects underway in Thailand and Nepal. Furthermore, construction is underway for The Oberoi Wildlife Resort Bandhavgarh in Madhya Pradesh and Trident resorts in Tirupati and Visakhapatnam, both in Andhra Pradesh. The company also disclosed plans for a hotel development in Al Zorah, signifying its commitment to both domestic and overseas expansion. The Oberoi Group's strategic vision for growth reflects its enduring commitment to excellence while adapting to the evolving demands of the hospitality industry, poised to redefine luxury experiences for discerning travelers worldwide.

*Hotels can witness occupancy rates of 90%, says EIH Ltd MD Vikramjit Singh Oberoi* EIH Ltd, which runs hotels under Oberoi and Trident brands, feels, more of its hotels can witness occupancy rates of around 90 per cent and there is an opportunity to improve average room rate (ARR) going ahead. There is opportunity to “drive” ARR both in cities and in luxury locations in the country, Vikramjit Singh Oberoi, Managing Director and Chief Executive Officer, said during an investor meet of EIH. “I still remain optimistic. Hotels can run well into the 90 per cent occupancy. In Bengaluru for example, our hotel is doing that. So, there is an upside in terms of occupancy. And, there is an upside in terms of rate. Our focus always is rate in charging or having a premium ARR for the services we offer and the products we have,” Oberoi said while replying to a set of questions on possibilities of increasing occupancy rates for the company. *Hospitality industry* The hospitality major, has reported over two-fold year-on-year jump in its consolidated net profit to ₹247.59 crore for the fourth quarter last fiscal, buoyed by a higher revenue. Revenue from operations during the period rose 16.37 per cent y-o-y at ₹741.34 crore. The company witnessed its domestic occupancy rate growing to 81 per cent in Q4FY24 compared with 80 per cent in Q4FY23. ARR rose to ₹19,713 (₹17,963 crore). “I believe with the supply-demand imbalance which is gong to increase for the over next few years, there will be a significant opportunity to drive ARR up,” Oberoi said, adding demand is going to go up in luxury segment by about 8-10 per cent in the next 10 years, while supply will be growing quite a lot slower than that for the hospitality industry in the country. *Future targets* EIH Ltd said it will “work towards” adding 50 new hotels by 2030. Two hotels will be opened in India this fiscal. It will also launch two overseas hotels in this financial year. The hospitality major EIH Ltd currently has around 30 hotels globally

Would you still want to invest in Goa's luxury hotel market? Attention investors and hospitality leaders! The latest data from Goa's luxury hotel sector is in, and it offers a compelling narrative for strategic growth and investment. 🌟 Occupancy Insights: April’s occupancy rate hit 67%, a robust indicator of sustained market demand. Notably, the Year-To-Date (YTD) average is even stronger at 73.5%. These figures highlight consistent high performance and an opportunity to capitalize on the market’s stability. 💼 Revenue Highlights: The Average Daily Rate (ADR) for April stands at ₹17,820.35, demonstrating the market's capacity to command premium pricing. YTD, the ADR peaked at ₹23,408.08, reinforcing the luxury segment’s profitability. 💡 Key Takeaway for Investors: RevPAR for April reached ₹11,944.53, with a stellar YTD figure of ₹17,205.09. This robust revenue per available room underscores the market’s efficiency and potential for lucrative returns. The significant metrics tell a story of a thriving market ripe with investment opportunities. As an investor, are you considering expanding your portfolio in this resilient and growing sector? How are you planning to leverage these trends to maximize your returns? 📊 Strategic Questions: - How can we further enhance revenue strategies to maintain high ADRs? - What innovative approaches can drive occupancy rates even higher? - Are there emerging market trends we should tap into to stay ahead? Let's dive into these questions and explore the untapped potential in Goa’s luxury hospitality market. Share your thoughts, strategies, and insights—together, we can shape the future of luxury hospitality! #InvestmentOpportunities #LuxuryHospitality #GoaHotels #MarketTrends #StrategicGrowth #HospitalityInvestment #Goa #Hopspitality

HOSPITALITY NEWS #745 Hyatt to tap into India's golden age with luxury hospitality offerings: CEO BENGALURU :Hyatt Hotels Corp is setting its sights on India's bustling hospitality industry, with a keen eye on luxury offerings, to seize the opportunity presented by the "golden period" for hotel operators in the country. In an interview with Mint, Mark Hoplamazian, the global president and chief executive, outlined the company's strategy, emphasizing the importance of catering to its core clientele: high-end guests. Aligned with its strategy, Hyatt plans to introduce Miraval Resorts and Spas to India, recognizing the demand for luxury brands in the region, he added. The brand will be perfect for India. We believe that deeper understanding is actually the unlock for a better, deeper relationship with customers. They may spend more time with us because we understand local markets more." "That's different from saying we're just going to be ubiquitous, and going to have hotels everywhere and in every category and price point—supermarket style. We believe specialty stores are far better than supermarkets," Hoplamazian added. India, which emerged as the company's fourth largest revenue-generating market, trails only the US, China and Japan. At present, Hyatt manages 48 properties across India, and plans to double this count within five years. Sources: MINT

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The future of hospitality in India is incredibly promising. With increasing domestic travel driven by a growing middle class and enhanced connectivity, alongside rising global tourism attracted by India's rich culture and heritage, the industry is poised for exponential growth. The demand for diverse offerings—ranging from luxury experiences to budget-friendly options—continues to expand, catering to varied consumer preferences. This momentum is further fueled by India's emergence as a major global hub for business travel, events, and leisure tourism. As the sector grows, so does the need for trained professionals who can uphold global standards in service, food safety, and compliance. At IFSTSN, we are committed to empowering the workforce in the hospitality industry by providing world-class food safety training and certifications. Whether it’s ensuring regulatory compliance, upskilling professionals, or fostering innovation in food handling and safety practices, we aim to play a pivotal role in supporting this booming sector. The hospitality industry’s future lies in its ability to adapt and innovate, and a strong foundation in food safety and operational excellence is crucial for sustainable growth. Through IFSTSN, we’re helping create a skilled and confident workforce ready to meet the evolving demands of this dynamic industry.

Interesting !!!! India’s hospitality sector is undergoing a transformative expansion, with 94,000 new branded hotel rooms expected to be added by 2028-29, according to data from Hotelivate. This represents a staggering 50% growth over the current inventory of 192,000 rooms.

Indian Hotels Fundamental Analysis: Is the 25% Discount Coupon Worth it? Have you ever been to the Hotel Taj or the magnificent Vivanta? We have all heard their names since childhood, and many of us dream of indulging in the regal experience these hotels offer. It’s no secret that being pampered by the unparalleled services and soulful moments at these luxurious hotel chains is on many of our bucket lists. Imagine rejuvenating in royal suites and opulent rooms with sea views after long work weeks—it provides an exquisite experience like no other. To add a cherry on top, Indian Hotels Co Ltd honours its shareholders during their sojourns at these luxurious hotel brands. It offers a 25% discount on stays, dining, spa, and salon services to IHCL shareholders. Now, from an investor’s perspective, is this 25% discount coupon a compelling reason to invest in the company’s shares? Let’s delve into the Indian Hotels Fundamental Analysis to find the answer. #Indianhotels #Hotels #Hoteltourism #Tourism #Investing #Finance #ESG #Luxury #Stockmarket #Economy #Indianeconomy #Sustainabledevelopment #DailyStocksDekho

The Indian hospitality sector is undergoing a remarkable transformation, with leading chains like Oberoi Hotels & Resorts , Taj Hotels and ITC Hotels setting new benchmarks in luxury, service excellence, and financial performance. For instance, Oberoi Hotels & Resorts recorded a stellar fiscal year 2022-23 with revenues of ₹2,096 crore—a 101% growth year-on-year—and profits of ₹329 crore, marking an impressive 446% jump (TOI). Similarly, the The Indian Hotels Company Limited (IHCL) -> Taj Hotels achieved a historic milestone with ₹5,000 crore in revenue for FY23, showcasing its robust growth and enduring brand loyalty (Economic Times). Not far behind, ITC Hotels continues to excel, leveraging its unique blend of sustainability and luxury to capture growing market demand in India and beyond. The broader hospitality industry in India reflects these successes, with the market projected to reach USD 247.31 billion in 2024 and grow at a CAGR of 13.96%, hitting USD 475.37 billion by 2029 (Mordor Intelligence). Revenue Per Available Room (RevPAR) also grew by 15.8% year-on-year in Q4 2023 (Economic Times). What’s even more inspiring is the strategic pivot these brands are making—moving from competition-driven approaches to carving unique niches that resonate with rapidly evolving consumer preferences. Taj Hotels for example, is capitalizing on its heritage properties and culinary excellence to offer authentic Indian luxury experiences, while ITC Hotels focuses on sustainable luxury through its “Responsible Luxury” philosophy. Meanwhile, Oberoi Hotels & Resorts continues to emphasize personalized service and exclusivity, setting new standards in guest satisfaction. This shift aligns perfectly with changing traveler behavior, where guests now prioritize unique, curated experiences over standardized luxury. Domestic tourism has surged, fueled by India’s growing middle class, while the return of international travelers post-pandemic has bolstered premium hotel demand across all major chains. Together, these hospitality giants are not only elevating their brands but also putting India firmly on the global luxury hospitality map. By focusing on guest-centric innovation and differentiated value propositions, they’re shaping a future where Indian hospitality stands as a gold standard for the world.