Stock Market Today: Indian Hotels share price declined more than 3% in the morning trades on Tuesday post Q4 results that were declared after the market hours on Monday. Should you Buy or Sell the Rakesh Jhunjhunwala portfolio stock?

Indian Hotels Company Ltd Q4 Results

On Monday, May 5, Indian Hotels Company (IHCL) the Rakesh Jhunjhunwala portfolio stock, announced that its standalone net profit for the March quarter (Q4FY25) increased by 30.4% year over year to ₹481.20 crore. The company’s net profit for the same period previous year was ₹369.08 crore. The company’s profit increased 2.7% sequentially. Its profit for Q3FY25 was ₹468.77 crore.

In comparison to ₹1,341.65 crore in the same period last year ad ₹1,473.61 crore in the previous quarter , the Q4FY25 revenue from operations came at ₹1,476.33 crore. Thus the company’s revenue grew 10% year over year but were flat essentially same on a sequential basis.

Indian Hotels Company’s consolidated net profit increased 27% YoY to ₹522.30 crore from ₹417.76 crore in Q4FY24 while its operating revenue grew 27% YoY to ₹2,425.14 crore from ₹1,905.34 crore in the same quarter last year,

Indian Hotels- Analyst Views

Motilal Oswal Financial Services post Q4 Results feels that the outlook continues to remain strong for Indian Hotels, led by healthy traction in both the core business and as well as the new and reimagined businesses.

MOFSL expects the strong momentum to continue in the medium term, led by significant potential in FTA growth. Also over 70 wedding dates are spread evenly through the year. further a strong room addition pipeline in management hotels (15,900 rooms) should drive growth. The large planned renovations in key assets such as Taj Palace (Delhi), Fort Aguarda in Goa, St James in the UK, and Taj Calcutta, also add to the growth outlook. It is the increased domestic travel led by social events, that should also aid growth. MOFSL has a target price of ₹940 for Indian Hotels

As per Jefferies India Pvt Ltd, Indian Hotels reported a strong and inline 4Q, with Revenue, Ebitda and Net profit growth of 27%, 30% and 26% YoY respectively. Hotel segment Revenue and Ebitda grew 13%/ and 20% respectively. Jefferies highlighted Indian Hotel s management views on FY26 outlook which says that sector outlook remains positive, and it continues to guide for double-digit rev growth (17% growth in April), driven by strong same-store performance, sustained momentum in New business and 30 new hotel openings. Though Jefferies has slightly tweaked their estimates and Price Target, they expect Ebitda and Net profit to grow at compunded annual rate (CAGR) of 16-18% over FY25-FY28. Jefferies has retained buy rating for the stock with price target of Rs980.

Disclaimer: The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before taking any investment decisions.