Lemon tree hotels Limited has announced a conference call with investors and analysts to discuss its Composite Scheme of Arrangement. The company filed a disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, informing stock exchanges about the scheduled investor meet.

Conference Call Details

The investor conference call is scheduled for Thursday, January 15, 2026, at 4:00 PM IST. The company's senior management team will represent LTHL during the call to discuss the announced Composite Scheme of Arrangement with participants.

Regulatory Compliance

The disclosure was made pursuant to Regulation 30 read with Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Company Secretary and Compliance Officer Pawan Kumar Kumawat signed the notification on January 12, 2026, addressing both the National Stock Exchange of India Limited and BSE Limited.

About Lemon Tree Hotels

Lemon Tree Hotels Limited operates as one of the largest hotel chains in India, managing properties through ownership, leasing, operations, and franchising models. The company serves multiple market segments from economy to upscale categories through its seven distinct brands:

• Aurika Hotels & Resorts
• Lemon Tree Premier
• Lemon Tree Hotels
• Red Fox Hotels by Lemon Tree Hotels
• Keys Prima by Lemon Tree Hotels
• Keys Select by Lemon Tree Hotels
• Keys Lite by Lemon Tree Hotels

Operational Footprint

The hotel chain currently operates 130 hotels across 80+ cities in India and internationally. The company maintains presence in major metropolitan areas including Delhi-NCR, Mumbai, Bengaluru, and Hyderabad, while also serving tier II and III cities such as Jaipur, Udaipur, Kochi, and Indore. International operations extend to Dubai, Bhutan, and Nepal.

The company has established a growing pipeline of 130 upcoming properties, bringing the total portfolio to 260 properties across operational and upcoming categories. Since opening its first 49-room hotel in 2004, the group has expanded significantly to become a recognized name in India's hospitality sector for both business and leisure travelers.

Lemon Tree Hotels Limited shares experienced a significant surge of 4.14%, reaching an intraday high of ₹155.90 per share from the previous day's close of ₹149.70. The hospitality company, which operates across upscale to economy hotel segments in India and select international markets, announced a major restructuring plan that has generated considerable investor interest. With a market capitalization of ₹12,168.91 crores, the stock later retreated to trade at ₹153.60 per share.

Comprehensive Restructuring Strategy

The company has unveiled a value-unlocking restructuring plan that will fundamentally reshape its business model. The strategy involves splitting operations into two distinct entities to improve efficiency and returns. Lemon Tree Hotels will transform into an asset-light company focused on hotel management and brand building, while a separate entity, Fleur Hotels, will handle property ownership and development activities.

Warburg Pincus Investment and Asset Transfer

Global private equity firm Warburg Pincus will acquire APG's entire stake in Fleur Hotels and has committed to investing ₹960 crores over time to support expansion plans. The restructuring will be implemented through a formal scheme of arrangement involving multiple subsidiary mergers and asset transfers.

The company will transfer 12 hotels to Fleur Hotels, comprising 11 operational properties and one under-construction facility in Shimla. Additionally, two wholly-owned subsidiaries will merge into Lemon Tree Hotels, while four other subsidiaries will be consolidated into Fleur Hotels.

Shareholder Benefits and Timeline

Existing Lemon Tree shareholders will receive direct ownership in Fleur Hotels through the demerger. For every 311 Lemon Tree shares held, shareholders will receive 20 shares of Fleur Hotels. The company expects Fleur to be listed within 12-15 months, while Lemon Tree aims to become debt-free with a clear dividend policy.

Analyst Recommendations and Target Prices

Leading brokerages have responded positively to the restructuring announcement with strong buy recommendations:

Nuvama views the restructuring favorably as it separates asset-light management from asset-heavy ownership businesses. The return of Warburg Pincus is expected to de-risk future capital expenditure while providing strong financial backing. Investec believes the long-awaited Fleur demerger will unlock significant value by separating the high-growth, high-return asset-light business.

Financial Performance Highlights

The company demonstrated strong financial growth in recent quarters. Revenue increased from ₹284 crores in Q2 FY25 to ₹306 crores in Q2 FY26, representing 7.75% growth. Net profit showed even stronger performance, growing 20% from ₹35 crores to ₹42 crores over the same period.

Company Operations Overview

Lemon Tree Hotels operates as one of India's largest hotel chains with 130 hotels across more than 80 cities in India and overseas markets including Dubai, Bhutan, and Nepal. The company manages seven brands including Aurika Hotels & Resorts, Lemon Tree Premier, Lemon Tree Hotels, Red Fox Hotels, and the Keys portfolio. With another 130 properties in the pipeline, the company maintains a strong presence across major metros, tier II and III cities, and international markets.