Suba Hotels Limited · NSE:SUBAHOTELS
Suba Hotels — Investor Presentation (June 2026)
32 slides from Suba Hotels's investor presentation, Jun 2, 2026
Slide 1: Regulation 30 disclosure letter to NSE
Date: 02nd June, 2026 To, The Manager Listing Department National Stock Exchange of India Limited Symbol: SUBAHOTELS Series: EQ Sub: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Investor Presentation Dear Sir/Madam, Pursuant to the
Slide 2: Suba Hotels Limited Investor Presentation
SUBA HOTELS LIMITED INVESTOR PRESENTATION
Slide 3: Safe Harbour Statement
SAFE HARBOUR STATEMENT This presentation and its accompanying materials (collectively, the "Presentation") have been prepared by Suba Hotels Limited (“Suba," "the Company," or "we") for informational and discussion purposes only. This Presentation does not constitute an offer to sell or solicitation
Slide 4: Company Overview
COMPANY — cs OVERVIEW <9 | 2)
Slide 5: Suba Hotels at a Glance
SUBA HOTELS AT A GLANCE Suba Hotels Limited is India’s 9th largest hotel chains with a diversified portfolio spanning upscale to economy segments. Strategically located across business hubs, emerging cities, and high-demand travel destinations, the Company captures demand across corporate, leisure,
Slide 6: Multi-Segment Portfolio
MULTI-SEGMENT PORTFOLIO UPSCALE HOTELS Exquisite Comfort: Luxury interiors, premium amenities, exceptional service. Prime Locations: Metropolitan cities & major tourist destinations. Exclusive Facilities: Fine dining, spas, swimming pools, concierge services. A diverse and segmented portfolio design
Slide 7: Key Facts
KEY FACTS 101 4,612 50+ cities ~65% presence Operational Hotels Keys Spread across In Tier 2 & 3 cities FY26 (In ₹ lakhs) FY26 32 1,759 Revenue - 11,435.28 ROE – 13.04% Hotels in Pipeline Rooms Addition EBITDA – 2,681.79 ROCE – 12.81% PAT – 1,801.28 Debt to Equity -0.37x Investor Presentation 6
Slide 8: Events and Milestones
EVENTS AND MILESTONES 2012 2015 2020 2023 2025 Acquisition of Launch of Click Signed lease & revenue- Expanded operations Listed on NSE Trupti Super Hotel, Bhuj share agreements for under Click Hotel brand Emerge Caterers & Hotels hotels in Bangalore, at Pithampur, Pvt. Ltd. by existing Aurangabad,
Slide 9: Geographical Presence
GEOGRAPHICAL PRESENCE With a Pan-India footprint across 74+ locations, the Company derives ~65% of its portfolio from Tier II and Tier III cities, Srinagar addressing structurally underserved demand. Strategically positioned near business districts, SEZs, airports, and Mc LeodGanj major transit corr
Slide 10: Location-Led Demand Visibility
LOCATION-LED DEMAND VISIBILITY STRATEGIC LOCATIONS OF HOTELS 32.2% 07 20 01 18 Hotels in prime micro- Hotels near airports Business hubs SEZs Pilgrimage circuits markets BRAND STRENGTH & CONSUMER INSIGHTS 4.5 7/10 8.8/10 4.4/5 Google Reviews 32% 7% & 34% Brand recall Booking.com MMT weighted avg. Re
Slide 11: Business Overview
BUSINESS OVERVIEW
Slide 12: Portfolio Mix (Operational Hotels)
PORTFOLIO MIX (OPERATIONAL HOTELS) As on 31st May 2026 Number of Hotels Number of Rooms Description of brands Targeted primarily at the high-end premium segment at strategic locations in 37 1,595 key cities where customers are desirous of premium service experience. It represents a promise of luxury
Slide 13: Capital-Efficient Growth Framework
CAPITAL-EFFICIENT GROWTH FRAMEWORK Owned Franchisee Managed Lease / Rev Share Total Owned Franchisee Managed Lease / Rev Share Total 133 6371 101 4612 3239 68 2595 54 1844 1759 36 32 985 954 24 859 22 644 770 17 334 14 262 12 184 72 7 6 5 1 OPERTIONAL HOTELS PIPELINE HOTELS TOTAL NO. OF HOTELS OPERA
Slide 14: Customer Segment Diversification
CUSTOMER SEGMENT DIVERSIFICATION Segment Corporate/Business Leisure/Tourism MICE/Events Weddings/Social Religious Pilgrimage Revenue % 35-40% 30-35% 15-20% 5-10% 5-8% Low Medium Low Concentrated Seasonality Predictable peaks (year-round) (Oct-Mar peak) (distributed) (Nov-Feb) 0% High 0% Low Medium C
Slide 15: Growth Strategy
GROWTH STRATEGY “SUBA ASPIRES TO EMERGE AS INDIA’S LARGEST HOTEL CHAIN” Focused on acquiring high-EBITDA, asset-light hotels through lease and revenue- sharing models to scale rapidly while preserving capital. Tier-2/3 tourism & Government policy tailwinds: CAPEX & Improved corridor connectivity: de
Slide 16: Resilient Operating Model
RESILIENT OPERATING MODEL FY24 FY25 FY26 QUARTERLY REVENUE SMOOTHING 32%-35% +6.4% YOY Growth +11.7% YOY Growth 28% - 30% 18% - 20% 18% - 20% 2981 3,620 3,850 1710 2,360 2,637 Avg. ARR (₹) Avg. Revpar (₹) Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 01 DIVERSIFIED OPERATING MODEL MIX 02 LONG-TERM CONTRACTS 03 AS
Slide 17: Integrated Revenue Management & Growth Framework
INTEGRATED REVENUE MANAGEMENT & GROWTH FRAMEWORK DYNAMIC PRICING & REVENUE MANAGEMENT CORPORATE PARTNERSHIP ECOSYSTEM AI-driven pricing adjusts for demand forecasting Off-season promotions target domestic leisure 15-20% bookings via corporate contracts (0% commission) Corporate contracts provide occ
Slide 18: Management Overview
MANAGEMENT OVERVIEW
Slide 19: Profiles of Directors
PROFILES OF DIRECTORS Mr. Mansur Mehta Mr. Mubeen Mehta Chairman & Managing Director Whole-Time Director & CEO 30+ Years of Experience 10+ Years of Experience A visionary in the hospitality industry, Mr. As the NextGen CEO, Mr. Mubeen brings a Mehta has led us from its inception. Under fresh perspec
Slide 20: Profiles of Directors & KMPs
PROFILES OF DIRECTORS & KMP’s Mr. Hakimuddin Kanorwala Mr. Chandrashekar Payannavar Mr. Premal Zaveri Mr. Abinash Ashok Chief Financial Officer Independent Director Sr. Vp Business Development Vice President – Ops & Development He is a qualified CA and an alumnus of IIM He is a science graduate from
Slide 21: Industry Overview
INDUSTRY= OVERVIEW
Slide 22: Hospitality Market Outlook
HOSPITALITY MARKET OUTLOOK Source: JLL H&HG Investor Presentation 21
Slide 23: Hospitality Market Outlook
HOSPITALITY MARKET OUTLOOK Total Contribution of Travel and Tourism to GDP Office Absorption Has Demonstrated a Steady Upward Trajectory The Number of GCCs in India Have Been Steadily Growing (Number of GCCs) GCC Marlet Expected to grow at 9-10% CAGR through FY2030 India Hotel Sector Occupancy Forec
Slide 24: India Travel and Tourism Overview
INDIA TRAVEL AND TOURISM OVERVIEW Travel & Tourism contribution (USD billion): 2019 = 191 → 2024 = 256.1 (recovered past pre-COVID highs). CAGR (2019 → 2024)~6.04% p.a. India’s tourism economy target of USD 3 trillion by 2047, with adventure tourism alone expected to contribute USD 800 billion. Dome
Slide 25: Market & Demand Tailwinds
MARKET & DEMAND TAILWINDS Domestic market dominance: ~95% of tourism demand is domestic, so domestic Growth Expectations recovery → sustained room nights across Tier-2/3 and leisure circuits. Long term (by 2034): Strong spend recovery: Domestic visitor spending 2024 = USD 181.14 billion WTTC project
Slide 26: Financial Overview
FINANCIAL OVERVIEW
Slide 27: Half Yearly Financial Highlights
HALF YEARLY FINANCIAL HIGHLIGHTS Particulars H2 FY26 H2 FY25 YOY Change H1 FY25 HOH Change Total Revenue 71.87 50.18 43.22% 44.02 63.25% EBITDA 17.82 17.72 0.56% 9.00 98.06% PAT 12.77 11.83 7.94% 5.24 143.76% All figures in ₹ lakhs Investor Presentation 26
Slide 28: Financial Snapshot
FINANCIAL SNAPSHOT Revenue from Operations EBITDA PAT 11,435.28 3,000.00 2,0 00.00 2,5 00.00 7,924.32 1,8 00.00 1,6 00.00 2,0 00.00 5,227.65 1,4 00.00 1,200 .0 0 1,5 00.00 2,681.79 2,327.12 1,801.28 1,0 00.00 1,515.14 80 0.00 1,0 00.00 1,387.18 60 0.00 50 0.00 40 0.00 895.87 200.00 0.00 0.00 FY24 FY
Slide 29: Income Statement
INCOME STATEMENT Particulars FY24 FY25 FY26 Revenue from operations 5,227.65 7,924.32 11,435.28 Other incomes 71.96 74.17 153.63 Total Revenue 5,299.61 7,998.49 11,588.91 Expenses Cost of materials consumed 532.31 748.75 958.12 Employee benefits expenses 1,030.08 1,613.60 2,365,99 Finance Cost 49.88
Slide 30: Balance Sheet
BALANCE SHEET Equity And Liabilities FY26 FY25 FY24 Assets FY26 FY25 FY24 Shareholders' funds Non-current assets (a) Share Capital 2,424.25 1,744.33 475.73 (a) Property, Plant & (b) Reserves and surplus 11,392.06 3,016.68 2,757.31 Equipment and Intangible Assets (c) Share Suspense A/c - - Non-curren
Slide 31: Stock Data
STOCK DATA Market Metrics Shareholding Pattern CURRENT ₹116 4.62% 60.93% MARKET PRICE DIIs PROMOTORS 52 WEEK ₹ 200 / 97.65 HIGH/LOW MARKET 34.44% ₹ 282.06 CR CAPITALIZATION PUBLIC 100% FACE ₹ 10.00 VALUE NSE SCRIP CODE NSE - SME: SUBAHOTELS Shareholding data as of 31st March 2026 Market price data a
Slide 32: Thank You
THANK YOU SUBA HOTELS LIMITED B2-1004, Marathon Nextgen Innova, Off Ganpat Rao Kadam Marg, Lower Parel, Mumbai-400 013, India. Phone: +91 22 6682 0707 Email: info@subahotels.com Website: www.subahotels.com ORIM CONNECT Corporate Communication Advisors Address : 220, Corporate Avenue, Goregaon, Mumba