Adid · ICI Securities
directRamp-up timeline for Delhi airport hotel keys
We are targeting about 150 rooms for the end of this year and then in a staggered manner post that ramping up to 3780 odd rooms within the next quarter.
CHALET / Q3-FY26 / claim-ledger
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Chalet Hotels · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Adid · ICI Securities
evasiveDemand trends in current quarter and additional drivers
It is one of our high quarters and not just for the socials it's also for the mice events. The weather is helpful too and we expect a similar trend in the coming quarter as well.
Rahul Jan · Philip Capital
partialARR progression and outlook in MMR region
MMR for us has come in in the later singledigit growth so we've actually been outperforming the market on the whole. Mumbai operates at very high levels of performance both on the occupancy and the ADR side.
Rahul Jan · Philip Capital
evasiveImpact of Aravalli resort rebranding on metrics
We believe this will over time in the next two to three quarters as we go into contracting of larger mice as well as weddings into the season of next year we see that this will actually give us a potential upside from where we have operated in the past.
Samit Senna · Aquiry Capital
directOne-time margin impacts and Udaipur property details
There are one-off expenses because of the excise license name changes which we have done in our two properties Novotel and Bangalore. Plus there was one property tax issue in Bangalore which was also a one-time settlement. This total amounts to around 2.5 to 3 cr rupees which will be one-time spent.
Samit Senna · Aquiry Capital
evasiveUdaipur property condition and capex timeline
We have taken a resort which is not operational today and will require extensive refurbishment work and we'll also look at adding some additional rooms to it. At this stage we will just leave it at that.
Samit Senna · Aquiry Capital
directFIT levels compared to pre-COVID and impact of trade deals
40% of our business across the board comes from foreigners and that percentage remains intact with the added rooms that have come in. So that essentially means that we are above pre-COVID levels.
Pratik Kumar · Jefferies
evasiveLuxury segment stance and leisure mix evolution
We have always believed that the upper upscale and luxury segment is our playground. We see that it will continue to be the most exciting space and that's where we plan to stay.
Pratik Kumar · Jefferies
partialImpact of leisure mix on margins
Definitely when you bring in leisure portfolio into a very high performing business portfolio, there will be some dilution of margins. But that doesn't mean that our asset management teams are not working overnight to sort of correct it.
Avesh Bakshi · Sundara Mutual Fund
directMMR outperformance drivers and Bangalore occupancy decline
We have added in both our hotels some sort of food and beverage additionally to what we had in the past. The drop in occupancy is mainly because we've added additional 130 rooms and that's stabilizing very rapidly.
A Katan · Access Capital
evasiveGoa market outlook and triggers for turnaround
We are actually not phased by these temporary blips. We are still about 3 years away from our first hotel opening and we would definitely expect a reversal on trend. January has been quite strong for Goa as compared to last year.
Karan Karna · Ambbit Capital
evasiveAdiva resort performance numbers pre and post rebranding
We are no longer actually even looking at comparing our performance to pre-branding versus post-branding because we expected a massive jump in ADRs. We have managed to maintain very high levels of ADR.