OYO parent PRISM posts ₹994 crore FY26 profit, plans ₹6,650 crore IPO issue
PRISM, parent of OYO, reported FY26 net profit of ₹994.2 crore, up 306% year-on-year, as operating revenue rose about 50% to ₹9,358 crore. The IPO-bound hospitality company is planning a fresh issue of up to ₹6,650 crore, partly to repay debt.
What happened
OYO parent PRISM reported FY26 profit of ₹994.2 Cr and revenue of ₹9,358 Cr, supported by G6 Hospitality integration. The IPO-bound company plans a fresh issue
Key facts
- FY26 net profit: ₹994.2 Cr, up 306% YoY from ₹244.8 Cr
- FY26 operating revenue: ₹9,358 Cr, up about 50% YoY
- FY26 EBITDA: ₹2,594 Cr, more than doubled
- FY26 GBV: ₹30,683 Cr, up 88.5% YoY
- Proposed fresh IPO issue: up to ₹6,650 Cr
Why this matters
The planned ₹6,650 crore IPO could give PRISM capital to deleverage and pursue selective hospitality expansion, partnerships or acquisitions from a materially stronger earnings base.
What to watch
- Draft red herring prospectus and detailed breakdown of gross debt, net debt, interest costs and exact debt-repayment allocation.
- Quarterly revenue growth, EBITDA/net-profit margins, operating cash flow and free cash flow after partner payments.
- IPO subscription levels, anchor-investor participation, valuation versus listed travel, hotel and online-platform peers.
- Occupancy, average daily rate, booking mix and cancellation trends in India and key international markets.
- Evidence of hotel-partner churn, commission pressure, customer-acquisition cost inflation or heavier discounting.
- Interest-rate conditions, consumer travel demand and broader Indian primary-market sentiment.
- Finalize IPO structure, price band and use-of-proceeds disclosures, with debt repayment likely positioned as the central investor benefit.
- Demonstrate that FY26 profitability is supported by operating cash flow, not only cost controls, one-off items or accounting adjustments.
- Increase focus on higher-yield hotel partners, premium inventory and repeat corporate/leisure demand to protect take rates and margins.
- Use improved financial credibility to renegotiate borrowing costs and strengthen relationships with hotel owners, franchisees and online travel channels.
- Manage growth incentives carefully; excessive discounting to defend occupancy could weaken the profit narrative ahead of listing.