ITC Hotels Ltd

ITC Hotels Ltd

₹ 147 6.91%
01 Apr 3:58 p.m.
About

ITC Hotels is an Indian hospitality company that operates and manages hotels, with over 200 hotels. It has a franchise agreement to operate most of its hotels as part of The Luxury Collection of Marriott International. It operates hotels across 90+ destinations under brands like ITC Hotels, Mementos, Epiq Collection Storii, Welcomhotel, Fortune, and Welcome Heritage.[1][2]

Key Points

Demerger[1]
ITC Hotels was created following the demerger of the hotel business from ITC Limited. The scheme of arrangement was approved in Aug’23, under which ITC Hotels was separated as an independent entity. As part of the arrangement, ITC retained a 40% stake in ITC Hotels, while the remaining 60% stake was allotted to ITC Limited’s shareholders in proportion to their shareholding on the record date.

The scheme received approvals from shareholders and the National Company Law Tribunal. The certified copy of the NCLT Kolkata Bench order dated Oct’24 sanctioning the scheme was received in Dec’24, after which the demerger became effective from Jan’25. ITC Hotels was subsequently listed on the stock exchanges on 29 Jan’25.[2]

  • Market Cap 30,694 Cr.
  • Current Price 147
  • High / Low 262 / 137
  • Stock P/E 37.5
  • Book Value 53.0
  • Dividend Yield 0.00 %
  • ROCE 9.63 %
  • ROE 6.66 %
  • Face Value 1.00

Pros

  • Company is almost debt free.

Cons

  • Stock is trading at 2.78 times its book value
  • Though the company is reporting repeated profits, it is not paying out dividend

* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.

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Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

Jun 2024 Sep 2024 Dec 2024 Mar 2025 Jun 2025 Sep 2025 Dec 2025
706 778 1,015 1,061 816 839 1,231
500 566 635 648 571 594 764
Operating Profit 206 212 381 412 245 246 467
OPM % 29% 27% 37% 39% 30% 29% 38%
14 7 19 43 48 49 -34
Interest 2 2 2 2 2 2 2
Depreciation 95 104 104 100 102 104 104
Profit before tax 123 114 294 354 189 189 327
Tax % 29% 33% 27% 27% 29% 29% 28%
87 77 216 258 134 133 237
EPS in Rs 1.23 0.64 0.64 1.13
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Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2024 Mar 2025 TTM
2,224 3,560 3,946
1,454 2,305 2,577
Operating Profit 771 1,255 1,370
OPM % 35% 35% 35%
16 76 106
Interest 20 44 7
Depreciation 201 402 411
Profit before tax 565 884 1,058
Tax % 25% 28%
424 638 762
EPS in Rs 3.05 3.64
Dividend Payout % 0% 0%
Compounded Sales Growth
10 Years: %
5 Years: %
3 Years: %
TTM: 60%
Compounded Profit Growth
10 Years: %
5 Years: %
3 Years: %
TTM: 50%
Stock Price CAGR
10 Years: %
5 Years: %
3 Years: %
1 Year: -30%
Return on Equity
10 Years: %
5 Years: %
3 Years: %
Last Year: 7%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

Mar 2024 Mar 2025 Sep 2025
Equity Capital 83 208 208
Reserves 8,415 10,484 10,831
74 73 80
1,617 1,707 1,703
Total Liabilities 10,188 12,472 12,822
6,436 8,189 8,127
CWIP 1,768 158 183
Investments 204 676 1,047
1,780 3,449 3,466
Total Assets 10,188 12,472 12,822

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2024 Mar 2025
672 803
-753 -2,206
127 1,430
Net Cash Flow 47 27
Free Cash Flow 22 422
CFO/OP 116% 81%

Ratios

Consolidated Figures in Rs. Crores / View Standalone

Mar 2024 Mar 2025
Debtor Days 24 21
Inventory Days
Days Payable
Cash Conversion Cycle 24 21
Working Capital Days 48 48
ROCE % 10%

Insights

In beta
Mar 2023 Mar 2024 Mar 2025 Dec 2026 (P)
Average Room Rate (ARR) - Domestic Owned Hotels
INR ・Standalone data

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Number of Operational Keys
Number
Number of Operational Hotels
Number
Occupancy Rate - Domestic Owned Hotels
% ・Standalone data
RevPAR - Domestic Owned Hotels
INR ・Standalone data
Carbon Intensity (Actual Emissions)
kg CO2e / room night ・Standalone data
Net Promoter Score (NPS)
Score ・Standalone data
Pipeline - Number of Hotels
Number
Pipeline - Number of Keys
Number
RevPAR Premium over Industry (Luxury/Upscale)
% ・Standalone data

Shareholding Pattern

Numbers in percentages

Mar 2025Jun 2025Sep 2025Dec 2025
39.88% 39.87% 39.85% 39.85%
25.37% 25.36% 25.49% 16.10%
21.60% 20.61% 20.21% 21.13%
0.02% 0.02% 0.02% 0.02%
13.11% 14.11% 14.43% 22.90%
No. of Shareholders 25,73,73224,89,47024,18,41323,68,215

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

Click on the line-items to see the names of individual entities.

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