Reported Earnings • May 16
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: ₹29.50 (up from ₹6.53 in FY 2025). Revenue: ₹28.1b (up 63% from FY 2025). Net income: ₹6.45b (up 353% from FY 2025). Profit margin: 23% (up from 8.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Ankündigung • May 11
Chalet Hotels Limited to Report Q4, 2026 Results on May 14, 2026 Chalet Hotels Limited announced that they will report Q4, 2026 results on May 14, 2026 Ankündigung • Apr 25
Chalet Hotels Limited (NSEI:CHALET) signed a letter of intent to acquire Seasons Hotels Private Limited for INR 1.7 billion. Chalet Hotels Limited (NSEI:CHALET) signed a letter of intent to acquire Seasons Hotels Private Limited for INR 1.7 billion on April 24, 2026. A cash consideration of INR 1.71 billion will be paid by Chalet Hotels Limited. As part of consideration, INR 1.71 billion is paid towards common equity of Seasons Hotels Private Limited.
The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of the transaction is May 15, 2026. Buy Or Sell Opportunity • Mar 24
Now 22% overvalued Over the last 90 days, the stock has fallen 17% to ₹721. The fair value is estimated to be ₹592, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to decline by 4.1% per annum. Earnings are also forecast to decline by 1.2% per annum over the same time period. New Risk • Mar 16
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk High level of debt (67% net debt to equity). Reported Earnings • Feb 04
Third quarter 2026 earnings: EPS and revenues exceed analyst expectations Third quarter 2026 results: EPS: ₹5.67 (up from ₹4.42 in 3Q 2025). Revenue: ₹5.82b (up 27% from 3Q 2025). Net income: ₹1.24b (up 28% from 3Q 2025). Profit margin: 21% (in line with 3Q 2025). Revenue exceeded analyst estimates by 8.0%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 34% per year. Ankündigung • Jan 27
Chalet Hotels Limited to Report Q3, 2026 Results on Feb 02, 2026 Chalet Hotels Limited announced that they will report Q3, 2026 results on Feb 02, 2026 Ankündigung • Nov 12
Indian Hotels, ITC, EIH & Others Reportedly in Race for Pune's Courtyard by Marriott The Indian Hotels Company Limited (BSE:500850), ITC Hotels Limited (NSEI:ITCHOTELS) and EIH Limited (NSEI:EIHOTEL) are among hospitality companies to have shown interest in acquiring Courtyard by Marriott, a Pune-based five-star hotel owned by Advantage Raheja group, said people aware of the development. Several real estate companies such as Oberoi Realty Limited (NSEI:OBEROIRLTY) and Shree Naman Developers Ltd. too have shown interest. As many as 42 companies have submitted expressions of interest (EoIs) in a sale process overseen by the bankruptcy court. The five star hotel, owned by the Neo Capricorn Plaza, a company promoted by Advantage Raheja group, is located in the heart of Pune city. Viceroy Hotels Limited (BSE:523796), Manipal Health Systems Private Limited, Juniper Hotels Limited (NSEI:JUNIPER), Chalet Hotels Limited (NSEI:CHALET) and Runwal Hotels Private Limited are among other hospitality companies interested in Courtyard by Marriott, Pune. Resolution professional Jayesh Sanghrajka declined to comment on the offers. Indian Hotels, EIH and ITC Hotels did not respond to ET's queries. Neo Capricorn Plaza is undergoing a corporate insolvency process after the National Company Law Tribunal accepted Omkara Asset Reconstruction's petition. Sanghrajka has verified claims amounting to INR 9,410 million. Omkara ARC is the largest secured debtholder with a 99% share, while HDFC Bank has approved a claim of INR 1.7 million or less than 0.02%. Reported Earnings • Nov 06
Second quarter 2026 earnings: EPS in line with analyst expectations despite revenue beat Second quarter 2026 results: EPS: ₹7.08 (up from ₹6.35 loss in 2Q 2025). Revenue: ₹7.44b (up 97% from 2Q 2025). Net income: ₹1.55b (up ₹2.93b from 2Q 2025). Profit margin: 21% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Oct 29
Chalet Hotels Limited to Report Q2, 2026 Results on Nov 04, 2025 Chalet Hotels Limited announced that they will report Q2, 2026 results on Nov 04, 2025 Ankündigung • Aug 14
Chalet Hotels Limited Approves Appointment of Manish Chokhani as an Independent Director Chalet Hotels Limited announced at annual general meeting held on August 8, 2025, the shareholders approved the appointment of Mr. Manish Chokhani as an Independent Director of the company. Reported Earnings • Aug 01
First quarter 2026 earnings released: EPS: ₹9.30 (vs ₹2.79 in 1Q 2025) First quarter 2026 results: EPS: ₹9.30 (up from ₹2.79 in 1Q 2025). Revenue: ₹9.08b (up 152% from 1Q 2025). Net income: ₹2.03b (up 235% from 1Q 2025). Profit margin: 22% (up from 17% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jul 26
Chalet Hotels Limited to Report Q1, 2026 Results on Jul 31, 2025 Chalet Hotels Limited announced that they will report Q1, 2026 results at 9:08 AM, Indian Standard Time on Jul 31, 2025 Ankündigung • Jul 14
Chalet Hotels Limited, Annual General Meeting, Aug 08, 2025 Chalet Hotels Limited, Annual General Meeting, Aug 08, 2025, at 16:00 Indian Standard Time. New Risk • May 19
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 75% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (75% net debt to equity). Profit margins are more than 30% lower than last year (8.3% net profit margin). Ankündigung • May 13
Chalet Hotels Limited (NSEI:CHALET) entered into a binding term sheet to acquire Lakeview Mercantile Company Private Limited for INR 1.4 billion. Chalet Hotels Limited (NSEI:CHALET) entered into a binding term sheet to acquire Lakeview Mercantile Company Private Limited for INR 1.4 billion on May 12, 2025. A cash consideration of INR 1.37 billion will be paid by Chalet Hotels Limited.
The transaction is subject to approval of offer by acquirer board, consummation of due diligence investigation and definitive agreement. The deal has been approved by the board. The expected completion of the transaction is May 13, 2025 to May 12, 2026. Reported Earnings • May 13
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: ₹6.53 (down from ₹13.55 in FY 2024). Revenue: ₹17.5b (up 24% from FY 2024). Net income: ₹1.43b (down 49% from FY 2024). Profit margin: 8.1% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • May 12
Now 28% overvalued after recent price rise Over the last 90 days, the stock has risen 24% to ₹866. The fair value is estimated to be ₹676, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 46% per annum over the same time period. Ankündigung • May 10
Chalet Hotels Limited to Report Q4, 2025 Results on May 12, 2025 Chalet Hotels Limited announced that they will report Q4, 2025 results on May 12, 2025 Buy Or Sell Opportunity • Feb 19
Now 21% overvalued Over the last 90 days, the stock has fallen 16% to ₹704. The fair value is estimated to be ₹580, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 455% in the next 2 years. Ankündigung • Feb 12
Chalet Hotels Limited (NSEI:CHALET) completed the acquisition of Mahananda Spa And Resorts Private Limited from Mankind Pharma Limited (NSEI:MANKIND). Chalet Hotels Limited (NSEI:CHALET) signed a letter of intent to acquire Mahananda Spa And Resorts Private Limited from Mankind Pharma Limited (NSEI:MANKIND) for an enterprise value of INR 5.3 billion on February 10, 2025. A cash consideration will be paid by Chalet Hotels Limited.
For the period ending March 31, 2024, Mahananda Spa And Resorts Private Limited reported total revenue of INR 743.32 million and EBITDA of INR 213.47 million.
The transaction is subject to approval of merger agreement by target board and approval of offer by acquirer board. The deal has been approved by the board.
The transaction documents, including the share purchase agreement, etc. will be executed in due course and the transaction will be completed by February 28, 2025.
Chalet Hotels Limited (NSEI:CHALET) completed the acquisition of Mahananda Spa And Resorts Private Limited from Mankind Pharma Limited (NSEI:MANKIND) on February 11, 2025. Ankündigung • Feb 11
Chalet Hotels Limited (NSEI:CHALET) signed a letter of intent to acquire Mahananda Spa And Resorts Private Limited from Mankind Pharma Limited (NSEI:MANKIND) for an enterprise value of INR 5.3 billion. Chalet Hotels Limited (NSEI:CHALET) signed a letter of intent to acquire Mahananda Spa And Resorts Private Limited from Mankind Pharma Limited (NSEI:MANKIND) for an enterprise value of INR 5.3 billion on February 10, 2025. A cash consideration will be paid by Chalet Hotels Limited.
For the period ending March 31, 2024, Mahananda Spa And Resorts Private Limited reported total revenue of INR 743.32 million and EBITDA of INR 213.47 million.
The transaction is subject to approval of merger agreement by target board and approval of offer by acquirer board. The deal has been approved by the board.
The transaction documents, including the share purchase agreement, etc. will be executed in due course and the transaction will be completed by February 28, 2025. Buy Or Sell Opportunity • Feb 02
Now 20% overvalued Over the last 90 days, the stock has fallen 9.9% to ₹781. The fair value is estimated to be ₹649, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 477% in the next 2 years. Reported Earnings • Jan 30
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: ₹4.42 (up from ₹3.45 in 3Q 2024). Revenue: ₹4.64b (up 22% from 3Q 2024). Net income: ₹965.4m (up 37% from 3Q 2024). Profit margin: 21% (up from 19% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth. Ankündigung • Jan 24
Chalet Hotels Limited to Report Q3, 2025 Results on Jan 29, 2025 Chalet Hotels Limited announced that they will report Q3, 2025 results on Jan 29, 2025 Ankündigung • Jan 15
Chalet Hotels Limited Appoints Mr. Gaurav Singh as Chief Operating Officer Chalet Hotels Limited informed that Mr. Gaurav Singh has been appointed as the Chief Operating Officer of the company with effect from January 15, 2025 and a member of Senior Management as per Regulation 16 of the Listing Regulations. Gaurav is a seasoned hotelier who in his last assignment was heading Table Space as President. In his previous assignment until early 2024, Gaurav was the Market leader for Marriott International's regions of South and East India, Sri Lanka and Bangladesh. He managed a portfolio of almost 50+ open and pre-opening hotels for Marriott International under various brands such as the Ritz Carlton, JW Marriott, Sheraton, Marriott, Westin, Le Meridien, Renaissance, Four Points, Courtyard, Aloft, Fairfield, Tribute and Moxy brands across South Asia. A career spanning over 26 years in hospitality, his journey has taken him to some of the finest hotel chains like The Leela Hotels Palaces & Resorts, Oberoi Hotels & Resorts and ITC hotels. Educated in a boarding school, he is an alumnus from Mayo College, Ajmer in commerce and accounting, with a Bachelor's degree in Hotel Management from WGSHA, Manipal and a PG Diploma from Welcomgroup of Management studies, Gurgaon. Alongside this he has attended management courses from Cornell University, Harvard Business School and University of North Carolina in the USA and Indian Institute of Management, Kolkata. Recent Insider Transactions • Nov 19
MD, CEO & Director recently sold ₹20m worth of stock On the 11th of November, Sanjay Sethi sold around 22k shares on-market at roughly ₹913 per share. This transaction amounted to 96% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹22m. Sanjay has been a net seller over the last 12 months, reducing personal holdings by ₹48m. Recent Insider Transactions • Nov 05
MD, CEO & Director recently sold ₹22m worth of stock On the 31st of October, Sanjay Sethi sold around 27k shares on-market at roughly ₹841 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sanjay has been a net seller over the last 12 months, reducing personal holdings by ₹27m. Reported Earnings • Oct 25
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2025 results: ₹6.35 loss per share (down from ₹1.78 profit in 2Q 2024). Revenue: ₹3.83b (up 24% from 2Q 2024). Net loss: ₹1.38b (down 480% from profit in 2Q 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth. Ankündigung • Oct 18
Chalet Hotels Limited to Report Q2, 2025 Results on Oct 24, 2024 Chalet Hotels Limited announced that they will report Q2, 2025 results on Oct 24, 2024 Ankündigung • Sep 17
Chalet Hotels Limited Announces Resignation of Sanjay Sethi as Senior Vice President, Effective September 30, 2024 Chalet Hotels Limited announced resignation of Sanjay Sethi as Senior Vice President of the company with effect from September 30, 2024 to move on to new challenges and opportunities beyond full time employment and pursue his interest in Renewable Energy and Carbon Neutrality. Ankündigung • Sep 09
Chalet Hotels Limited Announces Resignation of Rajneesh Malhotra as Chief Operating Officer Chalet Hotels Limited announced that Mr. Rajneesh Malhotra, Chief Operating Officer, has tendered his resignation from the position of Chief Operating Officer of the Company and the same has been accepted by the Company i.e. September 09, 2024. Date of cessation October 31, 2024. Buy Or Sell Opportunity • Aug 02
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.2% to ₹822. The fair value is estimated to be ₹1,035, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 128% in the next 2 years. Ankündigung • Jul 22
Chalet Hotels Limited to Report Q1, 2025 Results on Jul 25, 2024 Chalet Hotels Limited announced that they will report Q1, 2025 results on Jul 25, 2024 Reported Earnings • Jul 18
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: ₹13.55 (up from ₹8.94 in FY 2023). Revenue: ₹14.2b (up 25% from FY 2023). Net income: ₹2.78b (up 52% from FY 2023). Profit margin: 20% (up from 16% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 7.4%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth. Ankündigung • Jul 12
Chalet Hotels Limited, Annual General Meeting, Aug 08, 2024 Chalet Hotels Limited, Annual General Meeting, Aug 08, 2024, at 15:00 Indian Standard Time. Buy Or Sell Opportunity • May 21
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.7% to ₹766. The fair value is estimated to be ₹998, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 34% per annum over the same time period. Ankündigung • May 16
Chalet Hotels Limited Appoints Rachit Gupta as Head - Marketing and A Member of Senior Management Chalet Hotels Limited informed that Mr. Rachit Gupta has been appointed as Head - Marketing of the company w.e.f. May 15, 2024 and a member of Senior Management as per Regulation 16 of the Listing Regulations. Rachit is a PGDM in marketing from Infinity Business School, Gurgaon. He has also completed his Program on Retail Management from IIM, Ahmedabad and Program on Strategic Thinking & Implementation from ISB, Hyderabad and has 15 years of experience. Ankündigung • May 15
Chalet Hotels Limited Announces Chief Financial Officer Changes Chalet Hotels Limited announced stepping down of Mr. Milind Wadekar as the Chief Financial Officer of the Company effective from close of business hours on June 30, 2024 and his continuation as a member of the Senior Management of the Company till September 30, 2024. Thereafter, he will move on to a higher role within the K Raheja Corp. Group effective from October 01, 2024. Reason for stepping down of Milind Wadekar is Change in designation pursuant to realignment of role and responsibilities. the company announced appointment of Mr. Nitin Khanna as the Chief Financial Officer of the Company effective from July 01, 2024. Mr. Khanna is a Chartered Accountant and a Cost & Works Accountant with 25 years of experience across various industries and is currently employed with Inorbit Malls (India) Private Limited as their Chief Financial Officer. Reported Earnings • May 14
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: ₹13.54 (up from ₹8.94 in FY 2023). Revenue: ₹14.4b (up 27% from FY 2023). Net income: ₹2.78b (up 52% from FY 2023). Profit margin: 19% (up from 16% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 7.4%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth. Ankündigung • May 05
Chalet Hotels Limited to Report Q4, 2024 Results on May 13, 2024 Chalet Hotels Limited announced that they will report Q4, 2024 results on May 13, 2024 Reported Earnings • Apr 06
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: ₹3.45 (down from ₹4.99 in 3Q 2023). Revenue: ₹3.80b (up 18% from 3Q 2023). Net income: ₹706.2m (down 31% from 3Q 2023). Profit margin: 19% (down from 32% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth. New Risk • Apr 05
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.4% increase in shares outstanding). Ankündigung • Apr 04
Chalet Hotels Limited has completed a Follow-on Equity Offering in the amount of INR 10 billion. Chalet Hotels Limited has completed a Follow-on Equity Offering in the amount of INR 10 billion.
Security Name: Equity Shares
Security Type: Common Stock
Securities Offered: 12,626,263
Price\Range: INR 792
Transaction Features: Regulation S; Subsequent Direct Listing Valuation Update With 7 Day Price Move • Mar 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹861, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 50x in the Hospitality industry in India. Total returns to shareholders of 477% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹357 per share. Ankündigung • Mar 01
Chalet Hotels Limited (NSEI:CHALET) agreed to acquire Ayushi And Poonam Estates LLP for INR 3.2 billion. Chalet Hotels Limited (NSEI:CHALET) agreed to acquire Ayushi And Poonam Estates LLP for INR 3.2 billion on February 29, 2024. The transaction is expected to close by March 10, 2024. Price Target Changed • Jan 29
Price target increased by 15% to ₹801 Up from ₹694, the current price target is an average from 13 analysts. New target price is 5.7% above last closing price of ₹757. Stock is up 113% over the past year. The company is forecast to post earnings per share of ₹12.94 for next year compared to ₹8.94 last year. Reported Earnings • Jan 25
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: ₹3.44 (down from ₹4.99 in 3Q 2023). Revenue: ₹3.80b (up 31% from 3Q 2023). Net income: ₹706.2m (down 31% from 3Q 2023). Profit margin: 19% (down from 35% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth. Ankündigung • Jan 18
Chalet Hotels Limited to Report Q3, 2024 Results on Jan 24, 2024 Chalet Hotels Limited announced that they will report Q3, 2024 results at 4:00 PM, Indian Standard Time on Jan 24, 2024 Price Target Changed • Jan 13
Price target increased by 8.3% to ₹694 Up from ₹641, the current price target is an average from 13 analysts. New target price is 7.3% below last closing price of ₹749. Stock is up 122% over the past year. The company is forecast to post earnings per share of ₹13.31 for next year compared to ₹8.94 last year. Price Target Changed • Dec 23
Price target increased by 7.8% to ₹641 Up from ₹595, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of ₹652. Stock is up 105% over the past year. The company is forecast to post earnings per share of ₹13.27 for next year compared to ₹8.94 last year. Reported Earnings • Oct 29
Second quarter 2024 earnings released: EPS: ₹1.78 (vs ₹0.77 in 2Q 2023) Second quarter 2024 results: EPS: ₹1.78 (up from ₹0.77 in 2Q 2023). Revenue: ₹3.18b (up 28% from 2Q 2023). Net income: ₹364.4m (up 132% from 2Q 2023). Profit margin: 12% (up from 6.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth. Ankündigung • Oct 18
Chalet Hotels Limited to Report Q2, 2024 Results on Oct 25, 2023 Chalet Hotels Limited announced that they will report Q2, 2024 results on Oct 25, 2023 Recent Insider Transactions • Sep 16
MD, CEO & Director recently sold ₹2.6m worth of stock On the 13th of September, Sanjay Sethi sold around 5k shares on-market at roughly ₹561 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sanjay's only on-market trade for the last 12 months. Price Target Changed • Aug 28
Price target increased by 7.7% to ₹563 Up from ₹523, the current price target is an average from 12 analysts. New target price is 7.6% above last closing price of ₹523. Stock is up 63% over the past year. The company is forecast to post earnings per share of ₹13.20 for next year compared to ₹8.94 last year. Ankündigung • Jul 13
Chalet Hotels Limited, Annual General Meeting, Aug 10, 2023 Chalet Hotels Limited, Annual General Meeting, Aug 10, 2023, at 15:00 Indian Standard Time. Price Target Changed • Jul 12
Price target increased by 7.0% to ₹523 Up from ₹489, the current price target is an average from 8 analysts. New target price is 14% above last closing price of ₹458. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹12.54 for next year compared to ₹8.94 last year. Reported Earnings • Jul 08
Full year 2023 earnings: EPS in line with analyst expectations despite revenue beat Full year 2023 results: EPS: ₹8.94 (up from ₹3.66 loss in FY 2022). Revenue: ₹11.3b (up 120% from FY 2022). Net income: ₹1.83b (up ₹2.58b from FY 2022). Profit margin: 16% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jun 24
Chalet Hotels Limited to Report Q4, 2023 Results on Jul 03, 2023 Chalet Hotels Limited announced that they will report Q4, 2023 results on Jul 03, 2023 Reported Earnings • May 10
Full year 2023 earnings: EPS in line with analyst expectations despite revenue beat Full year 2023 results: EPS: ₹9.06 (up from ₹3.66 loss in FY 2022). Revenue: ₹11.8b (up 129% from FY 2022). Net income: ₹1.86b (up ₹2.61b from FY 2022). Profit margin: 16% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • May 04
Now 20% undervalued Over the last 90 days, the stock is up 5.0%. The fair value is estimated to be ₹477, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 68% in 2 years. Earnings is forecast to grow by 125% in the next 2 years. Price Target Changed • Jan 26
Price target increased by 8.4% to ₹485 Up from ₹447, the current price target is an average from 6 analysts. New target price is 36% above last closing price of ₹357. Stock is up 48% over the past year. The company is forecast to post earnings per share of ₹7.50 next year compared to a net loss per share of ₹3.66 last year. Reported Earnings • Jan 25
Third quarter 2023 earnings: EPS and revenues exceed analyst expectations Third quarter 2023 results: EPS: ₹4.99 (up from ₹0.45 loss in 3Q 2022). Revenue: ₹3.22b (up 96% from 3Q 2022). Net income: ₹1.02b (up ₹1.12b from 3Q 2022). Profit margin: 32% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Ankündigung • Jan 17
Chalet Hotels Limited to Report Q3, 2023 Results on Jan 24, 2023 Chalet Hotels Limited announced that they will report Q3, 2023 results on Jan 24, 2023 Price Target Changed • Nov 16
Price target increased to ₹452 Up from ₹390, the current price target is an average from 4 analysts. New target price is 24% above last closing price of ₹364. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹4.93 next year compared to a net loss per share of ₹3.66 last year. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Non-Executive Independent Director Radhika Piramal was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Price Target Changed • Oct 24
Price target increased to ₹452 Up from ₹370, the current price target is an average from 4 analysts. New target price is 17% above last closing price of ₹385. Stock is up 63% over the past year. The company is forecast to post earnings per share of ₹4.17 next year compared to a net loss per share of ₹3.66 last year. Reported Earnings • Oct 23
Second quarter 2023 earnings: EPS and revenues miss analyst expectations Second quarter 2023 results: EPS: ₹0.77 (up from ₹0.64 loss in 2Q 2022). Revenue: ₹2.50b (up 88% from 2Q 2022). Net income: ₹157.3m (up ₹287.0m from 2Q 2022). Profit margin: 6.3% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.3%. Earnings per share (EPS) also missed analyst estimates by 49%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Ankündigung • Oct 14
Chalet Hotels Limited to Report Q2, 2023 Results on Oct 21, 2022 Chalet Hotels Limited announced that they will report Q2, 2023 results on Oct 21, 2022 Price Target Changed • Aug 31
Price target increased to ₹370 Up from ₹343, the current price target is an average from 4 analysts. New target price is 15% above last closing price of ₹323. Stock is up 88% over the past year. The company is forecast to post earnings per share of ₹3.80 next year compared to a net loss per share of ₹3.66 last year. Ankündigung • Aug 19
Chalet Hotels Limited, Annual General Meeting, Sep 14, 2022 Chalet Hotels Limited, Annual General Meeting, Sep 14, 2022, at 15:00 Indian Standard Time. Reported Earnings • Jul 30
First quarter 2023 earnings: EPS and revenues exceed analyst expectations First quarter 2023 results: EPS: ₹1.39 (up from ₹2.02 loss in 1Q 2022). Revenue: ₹2.60b (up 274% from 1Q 2022). Net income: ₹285.5m (up ₹699.3m from 1Q 2022). Profit margin: 11% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 50%, compared to a 44% growth forecast for the industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Ankündigung • Jul 20
Chalet Hotels Limited to Report Q1, 2023 Results on Jul 28, 2022 Chalet Hotels Limited announced that they will report Q1, 2023 results on Jul 28, 2022 Price Target Changed • May 05
Price target increased to ₹339 Up from ₹316, the current price target is an average from 4 analysts. New target price is 17% above last closing price of ₹289. Stock is up 101% over the past year. The company is forecast to post a net loss per share of ₹4.83 next year compared to a net loss per share of ₹6.59 last year. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Non-Executive Independent Director Radhika Piramal was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Price Target Changed • Mar 22
Price target increased to ₹316 Up from ₹290, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹304. Stock is up 91% over the past year. The company is forecast to post a net loss per share of ₹5.06 next year compared to a net loss per share of ₹6.59 last year. Reported Earnings • Jan 30
Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2022 results: ₹0.45 loss per share (up from ₹1.51 loss in 3Q 2021). Revenue: ₹1.64b (up 93% from 3Q 2021). Net loss: ₹93.7m (loss narrowed 70% from 3Q 2021). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 45%. Over the next year, revenue is forecast to grow 85%, compared to a 49% growth forecast for the industry in India. Recent Insider Transactions • Dec 05
Insider recently bought ₹1.1m worth of stock On the 2nd of December, Urvi Aradhya bought around 5k shares on-market at roughly ₹230 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Nov 03
Second quarter 2022 earnings released: ₹0.64 loss per share (vs ₹2.08 loss in 2Q 2021) The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: ₹1.33b (up 126% from 2Q 2021). Net loss: ₹129.7m (loss narrowed 70% from 2Q 2021). Price Target Changed • Nov 02
Price target increased to ₹315 Up from ₹290, the current price target is an average from 4 analysts. New target price is 29% above last closing price of ₹245. Stock is up 76% over the past year. The company is forecast to post a net loss per share of ₹3.67 next year compared to a net loss per share of ₹6.59 last year. Price Target Changed • Sep 21
Price target increased to ₹288 Up from ₹258, the current price target is an average from 3 analysts. New target price is 53% above last closing price of ₹188. Stock is up 31% over the past year. Ankündigung • May 19
Chalet Hotels Limited Approves Discontinuation of Operations at its Sahar Mumbai Retail Mall Chalet Hotels Limited at the board meeting held on May 18, 2021 approved the discontinuation of operations at its Sahar Mumbai Retail Mall and repurposing of same as a Commercial Office space and consequently termination of the management agreement with lnorbit Malls (India) Private Limited effective May 18, 2021 in respect of the same. The Company is actively engaging to let out the space as commercial office space. Ankündigung • May 16
Chalet Hotels Limited Announces Temporary Closure of Bengaluru Marriott Hotel Whitefield Chalet Hotels Limited announced that due to the severe impact of the second wave of the Covid 19 pandemic and to ensure health and safety of its employees, the company, has upon discussions with the Hotel Management Company decided to temporarily shut down the company's Hotel Unit
viz. Bengaluru Marriott Hotel Whitefield, situated in the state of Karnataka with effect from May 16, 2021 for a period of 30 days or such further time frame as may be decided. Price Target Changed • Feb 12
Price target raised to ₹270 Up from ₹250, the current price target is an average from 3 analysts. The new target price is 55% above the current share price of ₹174. As of last close, the stock is down 49% over the past year. Reported Earnings • Feb 11
Third quarter 2021 earnings released: ₹1.51 loss per share (vs ₹1.62 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₹916.0m (down 67% from 3Q 2020). Net loss: ₹310.2m (down 193% from profit in 3Q 2020). Analyst Estimate Surprise Post Earnings • Feb 11
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) exceeded analyst estimates by 67%. Over the next year, revenue is forecast to grow 48%, compared to a 38% growth forecast for the Hospitality industry in India. Ankündigung • Jan 30
Chalet Hotels Limited to Report Q3, 2021 Results on Feb 09, 2021 Chalet Hotels Limited announced that they will report Q3, 2021 results on Feb 09, 2021 Is New 90 Day High Low • Dec 02
New 90-day high: ₹162 The company is up 2.0% from its price of ₹158 on 03 September 2020. The Indian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share. Analyst Estimate Surprise Post Earnings • Nov 16
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 54%. Earnings per share (EPS) exceeded analyst estimates by 67%. Over the next year, revenue is expected to shrink by 7.6% compared to a 4.4% growth forecast for the Hospitality industry in India. Reported Earnings • Nov 16
Second quarter 2021 earnings released: ₹2.08 loss per share The company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: ₹641.1m (down 73% from 2Q 2020). Net loss: ₹427.4m (down ₹530.1m from profit in 2Q 2020). Ankündigung • Nov 01
Chalet Hotels Limited to Report Q2, 2021 Results on Nov 10, 2020 Chalet Hotels Limited announced that they will report Q2, 2021 results on Nov 10, 2020 Ankündigung • Sep 21
Chalet Hotels Limited(BSE:542399) dropped from S&P Global BMI Index Chalet Hotels Limited(BSE:542399) dropped from S&P Global BMI Index Ankündigung • Aug 04
Chalet Hotels Limited to Report Q1, 2021 Results on Aug 11, 2020 Chalet Hotels Limited announced that they will report Q1, 2021 results on Aug 11, 2020