Revenue gap from Orchid Mumbai closure
Loss of ~₹50 crore annual revenue from the Orchid Mumbai lease may not be fully replaced by new properties in FY27.
high · management_commentaryKamat Hotels India Ltd — Q4 FY26
Kamat Hotels reported a strong Q4 FY26 with consolidated revenue of ₹110 crore (+19% YoY) and EBITDA margin expanding 213 bps to 29%.
neutral
medium
Financial stats pending filing verification
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Execution delays due to LPG crisis
LPG shortages are causing material supply issues, delaying hotel renovations and new openings.
medium · management_commentaryRising labor costs from new wage code
Annual salary revisions under the new wage code added ~₹4 crore to costs, which are permanent and may pressure margins.
medium · analyst_questionSlow ramp-up of new hotels
New hotels take time to achieve optimal occupancy and ADR due to SEO and brand recognition challenges, delaying profitability.
medium · data_observation