Arjuna Guri · IDBI Capital
partialWhy did ADR decline sequentially and grow only 3% YoY? Were there cancellations?
so yes you are right uh there have been uh cancellations because of the uh geopolitical situation and uh the war in the Middle East. Large significant cancellations did take place in Delhi as well as in Hyderabad. But uh things have uh stabilized now and we expect uh the the conditions to further improve starting now
Arjuna Guri · IDBI Capital
partialWhy did full-year revenue growth miss the guided mid-teens?
So 12% considering there were two uh two disruptions one would say two disruptions have taken place uh during the course of the year one is the disruption which took place because of operation Sindur which happened in quarter one and the second disruption has taken place because of the war in the Middle East
Arjuna Guri · IDBI Capital
partialWhy is Flurys outlet count lower than guided? What are expansion plans?
So right now the the way the expansion is being planned we plan to add we are at 110 outlets right we are definitely uh going to add 30 more outlets during the course of the next 10 months and this expansion is going to happen largely in Delhi where we plan to add eight loud lists and then in Punea we plan to add uh five outlets
Malak · Research desk
partialWhat are key growth drivers given high occupancy? How is 100% occupancy calculated for Kolkata?
uh the focus is going to be uh on ARR. We we we are during the course of the year uh going to be carrying out uh room renovations uh across our properties. We are going to be renovating at Chennai, Bangalore, Kolkata, Vishaka Patnham.
Suman Kumar · Motila Luswal Financial Services
directWhat is the outlook for Kolkata market given government change?
Kolkata has at the moment a very limited supply. At the moment it only has 5,000 101 keys and uh roughly about uh over the next 5 years uh very limited supplies coming in about 172 keys are expected in Kolkata over the next five years.
Anime Jen · Dalang Rocha
partialWhat is the retention policy after cancellations in March?
So we have uh further you know strengthened our uh sales and marketing. We are pushing revenues through our uh through uh our constant communication uh with our uh 2 lak 50,000 uh loyalty members and we are of course aggressively there in the market to capture every part of the business which is available.
Anime Jen · Dalang Rocha
directCan you provide ARR and occupancy for Ranbasa Palace and Lotus Palace?
the runbasa palace completed uh last year uh with an occupancy ARR of 30 thou 31,000 plus and an arr of approximately 20% and uh at the chattinard hotel the Lotus Palace Chattinard we had ARR of about 12,000 and an occupancy rate of about 30%.
Anime Jen · Dalang Rocha
evasiveCan you provide Flurys Q4 and FY26 revenue?
uh we do not uh share uh the segment uh analysis but uh fluies is a profitable business it has grown by 29% on the top line
Ano Kasha · A3 Capital
directAre you lacking in execution for Flurys? Why drop central kitchen?
So uh this we definitely said but uh uh we have re-imagined uh uh the business in totality. We have dropped the idea of making uh central kitchen at New Delhi. We are going to be outsourcing uh uh the manufacturing of the products to to a vendor
Jedi Tapara · High Securities
evasiveHow much ARR headroom in Kolkata given 100% occupancy?
firstly things are changing in Kolkata with the change in government and then This hotel is very unique. It is um considering that it has u only 149 rooms. It has in the central business district the T repar which is the total repar per available room which is close to 24,000 rupees which is the highest in the business district.
Hariki Kumar · Individual Investor
partialHow will you keep interest cost under control with capital intensive plans?
Our entrance cost at present is 8 35% which is uh the MCLR of the bank. So at restricted to remain under that level only one is that so interest cost remains under control.
Janesh Toshi · PL Capital
directWhy is Malabar House acquisition delayed? Why is Vishakapatnam hotel timeline pushed to 2030?
So Malabar House the process of acquisition is currently uh the agreement has been signed. It got signed in December, January uh last year uh in December but the process is uh is still going on because it has uh an external payment for which bank permission has been sought.