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CHALET: Udaipur Resort Acquisition Will Drive Future Upside Potential

India Urbanization Will Expand Hospitality And Mixed Use Assets

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CHALET
AnalystConsensusTarget
Not Invested
Published 17 Mar 2025

Update shared on 16 Dec 2025

Fair value Increased 0.37%
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1Y
-10.0%
7D
-3.2%

Narrative Update on Chalet Hotels

The analyst price target for Chalet Hotels has been raised slightly to approximately ₹1,112 from about ₹1,108, as analysts factor in marginally stronger expected revenue growth and profit margins despite a modest uptick in the assumed discount rate and a nearly unchanged future P E multiple.

What's in the News

  • Board meeting scheduled on December 11, 2025, to evaluate acquiring a 150-room resort property in Udaipur for about INR 1.71 billion, subject to due diligence and net asset-based price adjustments (company filing).
  • The same December 11, 2025, board agenda includes considering the appointment of Mr. Shwetank Singh as managing director and CEO, effective February 1, 2026 (company filing).
  • Chalet Hotels' board will also consider appointing Dr. Sanjay Sethi as a non-independent, non-executive director, effective February 1, 2026 (company filing).
  • Chalet Hotels is among around 42 bidders expressing interest in acquiring the Courtyard by Marriott, Pune, a five-star hotel undergoing bankruptcy resolution (insolvency process disclosure).
  • A separate board meeting on November 4, 2025, will review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).

Valuation Changes

  • The Fair Value Estimate has risen slightly to about ₹1,112 from roughly ₹1,108, reflecting a marginally more optimistic outlook.
  • The Discount Rate has increased modestly to around 15.42 percent from about 15.28 percent, indicating a slightly higher required return.
  • The Revenue Growth assumption has risen slightly to roughly 4.89 percent from about 4.73 percent, incorporating a small upgrade in top line expectations.
  • The Net Profit Margin forecast has improved slightly to around 26.44 percent from about 26.32 percent, suggesting a marginally stronger profitability profile.
  • The future P/E multiple has edged down marginally to approximately 46.94x from about 47.02x, implying a very small contraction in the assumed valuation multiple.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.