Key Highlights

• Revenue Growth: 27% YoY growth in Q4FY25, with highest revenue, EBITDA, and EBITDA margin ever
• Strong Pipeline: 4,564 keys under construction, with 3,389 keys expected to be operational by FY26
• Diversified Portfolio: 3,314 keys in operational portfolio, with 11 brands across hospitality, commercial, and residential segments
• Rental & Annuity: 75% YoY growth in total revenue and 83% YoY growth in EBITDA in Q4FY25
• Sustainability: Chalet Hotels commits to achieve 100% fleet as EVs, net-zero greenhouse gas emissions by 2040

What This Means for You

• Chalet Hotels' growth and diversified portfolio are promising, but high debt levels and interest expenses are concerns.
• The company's sustainability goals are ambitious, but their achievability remains uncertain.

Summary

• Chalet Hotels Limited reports strong Q4FY25 results with:
  • 27% increase in total income to INR 5.4 BN
  • 36% increase in consolidated EBITDA to INR 2.6 BN
  • 75% increase in commercial real estate revenue to INR 619 MN
• Hospitality segment performance:
  • 20% increase in revenue to INR 4.6 BN
  • 21% increase in ARR to INR 14,345
  • 19% increase in same store ARR to INR 14,158

What This Means for You

• The strong results are a positive sign, but the acquisition of a new land parcel may pose risks and uncertainties, making investors cautious about the company's future prospects.