ITC Hotels Ltd

ITC Hotels Ltd

₹ 162 1.14%
31 Jul - close price
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 33,821 Cr.
  • Current Price 162
  • High / Low 255 / 137
  • Stock P/E 36.7
  • Book Value 56.0
  • Dividend Yield 0.62 %
  • ROCE 11.2 %
  • ROE 7.89 %
  • Face Value 1.00

Pros

  • Company is almost debt free.

Cons

  • Stock is trading at 2.90 times its book value
  • Company has a low return on equity of 6.65% over last 3 years.

* 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 Mar 2026 Jun 2026
706 778 1,015 1,061 816 839 1,231 1,254 936
500 566 635 648 571 594 764 787 644
Operating Profit 206 212 381 412 245 246 467 466 292
OPM % 29% 27% 37% 39% 30% 29% 38% 37% 31%
14 7 19 43 48 49 -34 60 62
Interest 2 2 2 2 2 2 2 2 2
Depreciation 95 104 104 100 102 104 104 106 104
Profit before tax 123 114 294 354 189 189 327 418 248
Tax % 29% 33% 27% 27% 29% 29% 28% 24% 27%
87 77 216 258 134 133 237 317 182
EPS in Rs 1.23 0.64 0.64 1.13 1.52 0.87
Raw PDF

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2024 Mar 2025 Mar 2026 TTM
2,224 3,560 4,139 4,260
1,454 2,307 2,660 2,788
Operating Profit 771 1,253 1,480 1,471
OPM % 35% 35% 36% 35%
16 77 115 138
Interest 20 44 55 8
Depreciation 201 402 417 418
Profit before tax 565 884 1,123 1,182
Tax % 25% 28% 27%
424 638 821 869
EPS in Rs 3.05 3.92 4.16
Dividend Payout % 0% 0% 0%
Compounded Sales Growth
10 Years: %
5 Years: %
3 Years: %
TTM: 16%
Compounded Profit Growth
10 Years: %
5 Years: %
3 Years: %
TTM: 35%
Stock Price CAGR
10 Years: %
5 Years: %
3 Years: %
1 Year: -28%
Return on Equity
10 Years: %
5 Years: %
3 Years: 7%
Last Year: 8%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

Mar 2024 Mar 2025 Mar 2026
Equity Capital 83 208 208
Reserves 8,415 10,484 11,450
74 73 74
1,617 1,707 1,748
Total Liabilities 10,188 12,472 13,480
6,436 8,189 8,089
CWIP 1,768 158 207
Investments 204 676 1,956
1,780 3,449 3,229
Total Assets 10,188 12,472 13,480

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2024 Mar 2025 Mar 2026
672 801 1,110
-753 -2,203 -1,174
127 1,430 19
Net Cash Flow 47 27 -46
Free Cash Flow 22 419 701
CFO/OP 116% 81% 95%

Ratios

Consolidated Figures in Rs. Crores / View Standalone

Mar 2024 Mar 2025 Mar 2026
Debtor Days 24 21 20
Inventory Days
Days Payable
Cash Conversion Cycle 24 21 20
Working Capital Days 48 48 43
ROCE % 10% 11%

Insights

In beta
Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Annual Hotel Signings
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ADR (Domestic Owned Hotels)
INR ・Standalone data
F&B Revenue Share
% ・Standalone data
Occupancy (Domestic Owned Hotels)
% ・Standalone data
RevPAR (Domestic Owned Hotels)
INR ・Standalone data
Rooms Revenue Share
% ・Standalone data
Operational Keys (Owned + Managed)
count
Pipeline Keys
count

Extracted by Screener AI

Shareholding Pattern

Numbers in percentages

Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
39.88% 39.87% 39.85% 39.85% 39.85% 39.85%
25.37% 25.36% 25.49% 16.10% 14.58% 11.61%
21.60% 20.61% 20.21% 21.13% 21.46% 23.98%
0.02% 0.02% 0.02% 0.02% 0.02% 0.02%
13.11% 14.11% 14.43% 22.90% 24.10% 24.53%
No. of Shareholders 25,73,73224,89,47024,18,41323,68,21523,25,72322,86,422

* 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.

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