Board Change • Jul 17
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Venky Rajagopal was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Jul 16
Upcoming dividend of ₹0.65 per share Eligible shareholders must have bought the stock before 23 July 2026. Payment date: 29 August 2026. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.5%). Annuncio • Jul 11
Oriental Hotels Limited to Report Q1, 2027 Results on Jul 15, 2026 Oriental Hotels Limited announced that they will report Q1, 2027 results on Jul 15, 2026 Reported Earnings • Jul 10
Full year 2026 earnings released: EPS: ₹3.81 (vs ₹2.20 in FY 2025) Full year 2026 results: EPS: ₹3.81 (up from ₹2.20 in FY 2025). Revenue: ₹4.94b (up 12% from FY 2025). Net income: ₹679.5m (up 73% from FY 2025). Profit margin: 14% (up from 8.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Jul 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change). Annuncio • Jun 29
Oriental Hotels Limited, Annual General Meeting, Jul 30, 2026 Oriental Hotels Limited, Annual General Meeting, Jul 30, 2026, at 11:00 Indian Standard Time. Declared Dividend • Jun 29
Dividend increased to ₹0.65 Dividend of ₹0.65 is 30% higher than last year. Ex-date: 23rd July 2026 Payment date: 29th August 2026 Dividend yield will be 0.5%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 50% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • Jun 27
Oriental Hotels Limited announces Annual dividend, payable on August 29, 2026 Oriental Hotels Limited announced Annual dividend of INR 0.6500 per share payable on August 29, 2026, ex-date on July 23, 2026 and record date on July 23, 2026. Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹119, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 28x in the Hospitality industry in India. Total returns to shareholders of 31% over the past three years. Reported Earnings • May 06
Full year 2026 earnings released: EPS: ₹3.80 (vs ₹2.20 in FY 2025) Full year 2026 results: EPS: ₹3.80 (up from ₹2.20 in FY 2025). Revenue: ₹5.03b (up 14% from FY 2025). Net income: ₹679.5m (up 73% from FY 2025). Profit margin: 14% (up from 8.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year. Reported Earnings • Jan 14
Third quarter 2026 earnings released: EPS: ₹1.17 (vs ₹0.86 in 3Q 2025) Third quarter 2026 results: EPS: ₹1.17 (up from ₹0.86 in 3Q 2025). Revenue: ₹1.41b (up 15% from 3Q 2025). Net income: ₹209.4m (up 36% from 3Q 2025). Profit margin: 15% (up from 13% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Oct 19
Second quarter 2026 earnings released: EPS: ₹0.45 (vs ₹0.32 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.45 (up from ₹0.32 in 2Q 2025). Revenue: ₹1.15b (up 11% from 2Q 2025). Net income: ₹79.6m (up 39% from 2Q 2025). Profit margin: 6.9% (up from 5.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹166, the stock trades at a trailing P/E ratio of 75.2x. Average trailing P/E is 36x in the Hospitality industry in India. Total returns to shareholders of 160% over the past three years. New Risk • Jul 11
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change). Upcoming Dividend • Jul 10
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 17 July 2025. Payment date: 23 August 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.4%). Reported Earnings • Jul 03
Full year 2025 earnings released: EPS: ₹2.20 (vs ₹2.78 in FY 2024) Full year 2025 results: EPS: ₹2.20 (down from ₹2.78 in FY 2024). Revenue: ₹4.41b (up 10% from FY 2024). Net income: ₹392.1m (down 21% from FY 2024). Profit margin: 8.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. 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 36% per year. Declared Dividend • Jun 25
Dividend of ₹0.50 announced Dividend of ₹0.50 is the same as last year. Ex-date: 17th July 2025 Payment date: 23rd August 2025 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 58% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • Jun 24
Oriental Hotels Limited announces Annual dividend, payable on August 23, 2025 Oriental Hotels Limited announced Annual dividend of INR 0.5000 per share payable on August 23, 2025, ex-date on July 17, 2025 and record date on July 17, 2025. Annuncio • Jun 23
Oriental Hotels Limited, Annual General Meeting, Jul 24, 2025 Oriental Hotels Limited, Annual General Meeting, Jul 24, 2025, at 11:00 Indian Standard Time. Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹154, the stock trades at a trailing P/E ratio of 70.2x. Average trailing P/E is 35x in the Hospitality industry in India. Total returns to shareholders of 171% over the past three years. Reported Earnings • Apr 26
Full year 2025 earnings released: EPS: ₹2.20 (vs ₹2.78 in FY 2024) Full year 2025 results: EPS: ₹2.20 (down from ₹2.78 in FY 2024). Revenue: ₹4.43b (up 11% from FY 2024). Net income: ₹392.1m (down 21% from FY 2024). Profit margin: 8.9% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. 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 31% per year. Annuncio • Apr 21
Oriental Hotels Limited to Report Fiscal Year 2025 Results on Apr 25, 2025 Oriental Hotels Limited announced that they will report fiscal year 2025 results on Apr 25, 2025 Reported Earnings • Jan 16
Third quarter 2025 earnings released: EPS: ₹0.86 (vs ₹1.04 in 3Q 2024) Third quarter 2025 results: EPS: ₹0.86 (down from ₹1.04 in 3Q 2024). Revenue: ₹1.23b (up 15% from 3Q 2024). Net income: ₹154.4m (down 17% from 3Q 2024). Profit margin: 13% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth. Annuncio • Jan 08
Oriental Hotels Limited to Report Q3, 2025 Results on Jan 15, 2025 Oriental Hotels Limited announced that they will report Q3, 2025 results on Jan 15, 2025 Reported Earnings • Oct 15
Second quarter 2025 earnings released: EPS: ₹0.32 (vs ₹0.24 in 2Q 2024) Second quarter 2025 results: EPS: ₹0.32 (up from ₹0.24 in 2Q 2024). Revenue: ₹1.04b (up 11% from 2Q 2024). Net income: ₹57.1m (up 31% from 2Q 2024). Profit margin: 5.5% (up from 4.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth. Annuncio • Oct 09
Oriental Hotels Limited to Report Q2, 2025 Results on Oct 14, 2024 Oriental Hotels Limited announced that they will report Q2, 2025 results at 4:00 PM, Indian Standard Time on Oct 14, 2024 New Risk • Sep 27
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Annuncio • Jul 06
Oriental Hotels Limited to Report Q1, 2025 Results on Jul 12, 2024 Oriental Hotels Limited announced that they will report Q1, 2025 results on Jul 12, 2024 Annuncio • Jul 01
Oriental Hotels Limited Announces Cessation of Giridhar Sanjeevi as Non-Executive Director Oriental Hotels Limited announced the cessation of the directorship of Mr. Giridhar Sanjeevi as a Non-Executive Director of the Company with effect from the close of business hours on June 30, 2024. Reported Earnings • Jul 01
Full year 2024 earnings released: EPS: ₹2.78 (vs ₹3.04 in FY 2023) Full year 2024 results: EPS: ₹2.78 (down from ₹3.04 in FY 2023). Revenue: ₹4.00b (flat on FY 2023). Net income: ₹496.5m (down 8.5% from FY 2023). Profit margin: 12% (down from 14% in FY 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jun 27
Dividend of ₹0.50 announced Dividend of ₹0.50 is the same as last year. Ex-date: 11th July 2024 Payment date: 17th August 2024 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 80% to shift the payout ratio to a potentially unsustainable range, which is more than the 12% EPS decline seen over the last 5 years. Annuncio • Jun 25
Oriental Hotels Limited, Annual General Meeting, Jul 18, 2024 Oriental Hotels Limited, Annual General Meeting, Jul 18, 2024, at 11:00 Indian Standard Time. Reported Earnings • Apr 20
Full year 2024 earnings released: EPS: ₹2.78 (vs ₹3.04 in FY 2023) Full year 2024 results: EPS: ₹2.78 (down from ₹3.04 in FY 2023). Revenue: ₹3.99b (flat on FY 2023). Net income: ₹496.5m (down 8.5% from FY 2023). Profit margin: 12% (down from 14% in FY 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹135, the stock trades at a trailing P/E ratio of 47.3x. Average trailing P/E is 40x in the Hospitality industry in India. Total returns to shareholders of 441% over the past three years. Annuncio • Feb 02
Oriental Hotels Limited Appoints Moiz Mohsin Miyajiwala as an Independent Director Oriental Hotels Limited approved the appointment of Mr. Moiz Mohsin Miyajiwala (DIN: 00026258) as an Independent Director of the company effective from November 06, 2023 to May 24, 2026 (Both days inclusive), by passing Special Resolution through Postal Ballot by e-Voting process which ended on 01st February 2024 and the results of the e-voting has been declared on 2nd February 2024 along with the Scrutinizer Report. Term of Appointment 06th November 2023 to May 24, 2026. Moiz Miyajiwala was the former Executive Vice President Finance at Voltas till June 2011. Post his retirement he has been at advisor to Voltas. Moiz worked with Voltas for close to 31 years. Prior to this he worked with Dara Sorabji and Mackinnon Mackenzie & Company in the finance department. Mr. Moiz Miyajiwala is an Independent Director on the Boards of Benaras Hotels Limited and SBI Funds Management Private Limited. He is also an Independent Director on the Board of PIEM Hotels Limited and is also the Chairperson of Audit & Risk Management Committee and Nomination and Remuneration Committee of the aforesaid companies. Mr. Moiz has done BGL (General Law) from K.C. College, Mumbais and is a BA in Economics and Statistics from St. Xavier's College, Mumbai. Reported Earnings • Jan 23
Third quarter 2024 earnings released: EPS: ₹1.04 (vs ₹0.87 in 3Q 2023) Third quarter 2024 results: EPS: ₹1.04 (up from ₹0.87 in 3Q 2023). Revenue: ₹1.07b (flat on 3Q 2023). Net income: ₹185.6m (up 20% from 3Q 2023). Profit margin: 17% (up from 15% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth. Annuncio • Jan 12
Oriental Hotels Limited to Report Q3, 2024 Results on Jan 22, 2024 Oriental Hotels Limited announced that they will report Q3, 2024 results on Jan 22, 2024 Valuation Update With 7 Day Price Move • Dec 04
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹121, the stock trades at a trailing P/E ratio of 44.8x. Average trailing P/E is 29x in the Hospitality industry in India. Total returns to shareholders of 360% over the past three years. Valuation Update With 7 Day Price Move • Oct 09
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹100, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 26x in the Hospitality industry in India. Total returns to shareholders of 393% over the past three years. Annuncio • Sep 29
Oriental Hotels Limited to Report Q2, 2024 Results on Oct 16, 2023 Oriental Hotels Limited announced that they will report Q2, 2024 results on Oct 16, 2023 Reported Earnings • Jul 21
First quarter 2024 earnings released: EPS: ₹0.41 (vs ₹0.56 in 1Q 2023) First quarter 2024 results: EPS: ₹0.41 (down from ₹0.56 in 1Q 2023). Revenue: ₹935.9m (up 5.6% from 1Q 2023). Net income: ₹73.9m (down 26% from 1Q 2023). Profit margin: 7.9% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jul 06
Upcoming dividend of ₹0.50 per share at 0.6% yield Eligible shareholders must have bought the stock before 13 July 2023. Payment date: 19 August 2023. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.4%). Board Change • Jul 01
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. 6 experienced directors. 4 highly experienced directors. Non-Executive Independent Director Nina Chatrath was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jan 24
Oriental Hotels Limited Appoints Nitin Bengani as Chief Financial Officer The Board of Directors of the Oriental Hotels Limited, based on the recommendation of Nomination and Remuneration Committee and Audit Committee has approved the appointment of Mr. Nitin Bengani, who is a member of the Institute of Chartered Accountants of India, as Chief Financial Officer of the Company effective from January 24, 2023. Mr. Nitin Bengani, is a qualified Chartered Accountant with about 17 years of work experience. He has been working with The Indian Hotels Company Limited, since April 2006 and in his previous role he was the Regional Head - Business Strategy (North - West India). Annuncio • Jan 10
Oriental Hotels Limited to Report Q3, 2023 Results on Jan 23, 2023 Oriental Hotels Limited announced that they will report Q3, 2023 results on Jan 23, 2023 Annuncio • Oct 08
Oriental Hotels Limited to Report Q2, 2023 Results on Oct 17, 2022 Oriental Hotels Limited announced that they will report Q2, 2023 results on Oct 17, 2022 Annuncio • Jul 29
Oriental Hotels Limited Announces Appointment of S Akila as Company Secretary and Compliance Officer, Effective from August 1, 2022 Board of Directors of the Oriental Hotels Limited, based on the recommendation of Nomination and Remuneration Committee has approved the appointment of Ms. S Akila, who is an associate member of the Institute of Company Secretaries of India (Membership No.:ACS15861), as Company Secretary of the Company effective from August 1, 2022. Ms. S Akila is also designated as the Compliance Officer of the Company and deemed as one of the Key Managerial Personnel of the Company pursuant to Section 203 of the Companies Act, 2013 and under Regulation 6 of SEBI (LODR) Regulations, 2015. Annuncio • Apr 16
Oriental Hotels Limited Announces Resignation of Tom Antony, Company Secretary and Compliance Officer Oriental Hotels Limited announced that the Board of Directors of the Company at their meeting held on April 15, 2022 has considered, accepted and taken on record the resignation of Mr.Tom Antony, from the post of Company Secretary and Compliance officer of the Company who will be relieved from the service of the Company from the close of business hours on April 30, 2022. Annuncio • Apr 06
Oriental Hotels Limited to Report Q4, 2022 Results on Apr 15, 2022 Oriental Hotels Limited announced that they will report Q4, 2022 results on Apr 15, 2022 Reported Earnings • Jul 07
Full year 2021 earnings released: ₹3.99 loss per share (vs ₹0.46 loss in FY 2020) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ₹1.16b (down 60% from FY 2020). Net loss: ₹712.8m (loss widened ₹630.2m from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Recent Insider Transactions • May 29
Insider recently sold ₹3.9m worth of stock On the 26th of May, Jakka Reddy sold around 99k shares on-market at roughly ₹38.98 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹9.6m more than they bought in the last 12 months. Reported Earnings • Apr 25
Full year 2021 earnings released: ₹3.99 loss per share (vs ₹0.46 loss in FY 2020) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ₹1.23b (down 58% from FY 2020). Net loss: ₹712.7m (loss widened ₹630.1m from FY 2020). 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. Recent Insider Transactions • Mar 10
Insider recently sold ₹1.1m worth of stock On the 4th of March, Dodla Venkataramani sold around 46k shares on-market at roughly ₹24.27 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹4.5m more than they bought in the last 12 months. Recent Insider Transactions • Feb 21
Insider recently sold ₹1.1m worth of stock On the 15th of February, Dodla Venkataramani sold around 46k shares on-market at roughly ₹23.57 per share. In the last 3 months, they made an even bigger sale worth ₹1.2m. Insiders have been net sellers, collectively disposing of ₹3.3m more than they bought in the last 12 months. Reported Earnings • Jan 22
Third quarter 2021 earnings released: ₹0.60 loss per share The company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2021 results: Revenue: ₹430.2m (down 49% from 3Q 2020). Net loss: ₹107.4m (down 247% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 108% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings. Annuncio • Jan 09
Oriental Hotels Limited to Report Q3, 2021 Results on Jan 21, 2021 Oriental Hotels Limited announced that they will report Q3, 2021 results on Jan 21, 2021 Is New 90 Day High Low • Dec 16
New 90-day high: ₹27.85 The company is up 26% from its price of ₹22.10 on 17 September 2020. The Indian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 15% over the same period. Is New 90 Day High Low • Dec 01
New 90-day high: ₹22.70 The company is up 5.0% from its price of ₹21.70 on 02 September 2020. The Indian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 13% over the same period. Reported Earnings • Oct 26
First half earnings released Over the last 12 months the company has reported total losses of ₹461.4m, with earnings decreasing by ₹486.1m from the prior year. Total revenue was ₹1.76b over the last 12 months, down 45% from the prior year. Annuncio • Oct 08
Oriental Hotels Limited to Report Q2, 2021 Results on Oct 22, 2020 Oriental Hotels Limited announced that they will report Q2, 2021 results on Oct 22, 2020 Annuncio • Jul 17
Oriental Hotels Limited to Report Q1, 2021 Results on Jul 28, 2020 Oriental Hotels Limited announced that they will report Q1, 2021 results on Jul 28, 2020