Demand elasticity from high pricing
Analyst raised concern about price sensitivity as pricing is already high; management argued pricing is still below historical dollar levels and demand is inelastic for business travel.
INDHOTEL / Q3-FY25 / risks
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The Indian Hotels Company · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Slower recovery in London market
Management acknowledged London market is softer due to new supply, though Taj brand equity helps hold ground.
Potential slowdown in foreign tourist arrivals
FTA still below pre-COVID levels; management expects eventual normalization but timing uncertain.
Churn in Vivanta portfolio
Analyst noted a drop in Vivanta operating rooms from 4,062 to 3,681; management attributed it to upgrades to Taj brand.