Added to YB: 2026-03-30
Pitch date: 2026-02-03
EIHOTEL.NS [bullish]
EIH Limited
-18.09%
current return
Author Info
No bio for this author
Company Info
EIH Limited, together with its subsidiaries, owns and manages hotels and cruisers under the Oberoi and Trident brand names in India and internationally.
Market Cap
INR 187.3B
Pitch Price
INR 333.95
Price Target
N/A
Dividend
0.50%
EV/EBITDA
15.40
P/E
29.11
EV/Sales
6.17
Sector
Hotels, Restaurants and Leisure
Category
growth
EIH Limited - $EIHOTEL.NS
EIHOTEL.NS: India luxury hotel operator (Oberoi/Trident) w/ 10-12% of branded luxury rooms, charging 25-30% premium vs peers. RevPAR ₹12,796, ARR ₹16,695, 75% occ (FY24). Rev ₹20.2bn→₹27.4bn FY23-25, EBITDA margin 30%→37%. Net cash balance. RevPAR growth 8.5% CAGR (vs 7% sector). Keys 3,687→4,851 by FY30. Demand outpacing supply: luxury RevPAR est 10.5% CAGR FY25-28, F&B 38% of rev growing on MICE/weddings. 25x FY26 P/E. Moat: scarce trophy assets, pricing power in undersupplied market.
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