Indian Hotels Shares Healthy Fy26 Guidance; Analyst Views On Tata Group Stock

Indian Hotels Co Ltd (IHCL) logged a 25 per cent jump successful March 4th profit connected a 27 per cent jump successful sales. Its mean regular complaint (ADR) and gross per disposable room (RevPAR) grew 14 per cent and 16 per cent YoY, respectively, for nan quarter. This was marginally amended than expert expectations.

The Tata group patient maintained its double-digit gross guidance, supported by beardown structural tailwinds successful nan industry, pinch request consistently outpacing supply. Post its Q4 results, brokerages are mostly neutral to affirmative connected nan Tata group stock.

In FY25, IHCL has group a caller benchmark pinch 74 caller signings and 26 openings and complete 95 per cent of these signings were superior light, JM Financial said noting that nan IHCL's guidance highlighted that nan outlook for hospitality manufacture remained beardown and nan institution was connected way to present double digit maturation successful FY26E and beyond. 

"We estimate 12 per cent gross and Ebitda CAGR complete FY25-28E and clasp our HOLD standing pinch an SoTP based target value of Rs 765/share based connected 29 times March 2027 EV/Ebitda," JM Financial said.

The hospitality assemblage is successful an upcycle owed to beardown home request and constricted proviso addition. Indian Hotels is targeting 30-plus edifice openings successful FY26, pinch a fewer already connected its equilibrium sheet. Capital expenditure for nan twelvemonth is guided astatine Rs 1,200 crore, focused connected a operation of greenfield projects and renovations. 

"The institution began FY26 connected a beardown statement pinch nan consolidated gross successful April 2025 increasing by astir 17 per cent YoY, and expects 1Q to stay strong. Following nan results, we support our estimates mostly unchanged and clasp HOLD standing pinch a target of Rs 750," Antique Stock Broking said.

MOFSL said nan outlook continues to stay beardown for IHCL, led by patient traction successful some nan halfway business and arsenic good arsenic nan caller and reimagined businesses.

This brokearge expects nan beardown momentum to proceed successful nan mean term, led by important imaginable successful FTA growth, complete 70 wedding dates dispersed evenly done nan year, a beardown room summation pipeline (15,900 rooms), ample planned renovations successful cardinal assets and accrued home recreation led by societal events.

This brokerage suggested a target value of Rs 940 connected nan stock.

"Based connected nan Q4 performance, we person tweaked FY26E/27E gross and Ebitda by 1 per cent and 2 per cent each, respectively. Rolling guardant nan valuation to FY27E Ebitda, our revised target useful retired to Rs 628. We support ‘REDUCE’ arsenic nan stock’s valuation has tally up overmuch up of earnings," Nuvama said.