ITC Hotels Q1FY27 profit up 36% YoY to Rs 182 crore, but sequential slide sinks shares 5%
ITC Hotels posted Q1FY27 net profit of Rs 182 crore, up 36% YoY though down 43% QoQ, on revenue of Rs 936 crore (+15% YoY, -25% QoQ). Shares fell ~5%. The company announced acquiring 100% of GHK Hospitality (Welcomhotel Ahmedabad, 130 keys) at an enterprise value of Rs 155 crore, extending its 150+ hotel network across 90+ destinations.
What happened
ITC Hotels' Q1FY27 net profit rose 36% YoY to Rs 182 crore but fell sequentially; shares slid 5%. It announced acquiring 100% of GHK Hospitality (Welcomhotel
Key facts
- net profit Rs 181.91 crore
- up 36.05% YoY
- revenue Rs 936.02 crore up 14.77% YoY
- profit down 42.69% QoQ
- revenue down 25.34% QoQ
- shares fell ~5%
- total expenses Rs 750 crore
- GHK acquisition EV Rs 155 crore
- 130-key hotel
- 150+ hotels across 90+ destinations
Why this matters
The Rs 155 crore acquisition of GHK Hospitality's 130-key Welcomhotel Ahmedabad advances ITC's asset-adding expansion strategy toward a 150+ hotel network across 90+ destinations.
What to watch
- Q2FY27 occupancy/ARR trends into festive-wedding season
- New signings or acquisitions expanding beyond 150+ hotels
- Debt/cash position post-GHK and any further inorganic spend
- Foreign tourist arrivals and domestic corporate travel data
- Room supply additions in key metros pressuring pricing
- Sell-side notes will separate seasonal QoQ dip from YoY trajectory to defend estimates
- Management commentary/call guidance on FY27 RevPAR, occupancy and pipeline of managed keys
- Integration timeline and funding detail for the Rs 155 cr GHK acquisition
- Peer read-across to Indian Hotels, EIH, Chalet on Q1 seasonality
Also reported by
- Financial Express · BrandWagon — Same time