Kamat Hotels (India) Limited will host an investor and analyst meet on Thursday, August 27, 2026, at 12:00 pm. The interaction will be conducted through video conferencing.

The meeting is organized by Valorem Advisors. The company disclosed the schedule pursuant to Regulation 30 of the SEBI Listing Regulations, 2015.

Meeting Details

The interaction is scheduled for one hour. The company noted that the schedule remains subject to change due to exigencies on the part of analysts or institutional investors.

Disclosure Scope

Only information available in the public domain will be shared during the interaction. The company stated that no unpublished price sensitive information will be discussed. The disclosure was signed by Nikhil Singh, Company Secretary and Compliance Officer.

Kamat Hotels (India) Limited delivered robust financial performance in the first quarter of FY27, reporting a 10% year-on-year increase in consolidated revenue to ₹91 crore. The hospitality chain saw its consolidated EBITDA surge by 36% to ₹25 crore, reflecting improved operational efficiency and pricing discipline across its portfolio.

The company’s financial results were bolstered by strong same-store performance and the scaling up of recently opened properties. Excluding four new hotels added during the quarter and the closed Ira Mumbai property, same-store revenue grew by 17% year-on-year, while same-store EBITDA expanded by 21%.

Financial Highlights

The expansion in EBITDA margins to 27% from 22% in the corresponding period last year was driven by higher revenue realization and stringent cost controls. Management noted that incremental EBITDA as a percentage of incremental revenue, or flow-through, remained strong at over 75% despite the inclusion of new properties that typically incur higher initial operating costs.

What the Numbers Show

A key analytical observation from the filing is the significant contribution of specific high-performing assets to the overall growth narrative. Orchid Mumbai, a major business hotel, recorded a 35% year-on-year revenue growth and a 50% jump in EBITDA. Similarly, Orchid Pune saw revenue rise by 27%. This indicates that the core business hotels in gateway cities are not only stabilizing but driving disproportionate value creation compared to the broader portfolio average, offsetting the ramp-up costs associated with newer leisure-focused properties like those in Panchgani and Rishikesh.

Operational Performance and Expansion

RevPAR growth remained a strong indicator of demand health across the portfolio. RevPAR for the Orchid brand grew by 18%, while the Lotus brand saw a 17% increase. These figures outpaced general industry trends, supported by favorable tailwinds in domestic leisure and business travel.

Management highlighted several operational milestones:

• New Openings: Ira by Orchid Bhavnagar has commenced operations, receiving positive traction for banqueting and weddings. Orchid Dwarka is scheduled to open by December 2026, and the Gwalior property is targeted for opening around Diwali.
• Pipeline Progress: Work continues on properties in Nashik, Rishikesh, and Mandvi. The Dehradun project faces delays potentially extending by six months due to owner-related challenges.
• Balance Sheet: As of the last quarter, consolidated debt stood at ₹105 crore. With cash and equivalents totaling ₹65 crore, the net debt position was ₹38 crore. Management indicated comfort with current leverage levels and plans to judiciously deploy capital for further growth, targeting a mix of asset-light managed properties and potential owned assets.

The company attributed its performance to resilient domestic tourism, driven by factors such as global travel disruptions redirecting Indian travelers to local destinations and improved infrastructure in remote tourist hubs like Manali. Looking ahead, management expects continued growth momentum, with a long-term target of achieving 30% EBITDA margins within two to three years through renewable energy adoption and further cost rationalization.