Indian Hotels Co. Ltd. · NSE:INDHOTEL
Indian Hotels — The Indian Hotels Company — Merger or Acquisition (August 2025)
15 slides from Indian Hotels's merger presentation, Aug 12, 2025
Slide 1: Exchange filing cover letter: Investor / Analyst Presentation
[Type here] August 12, 2025 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department Exchange Plaza 1st Floor, New Trading Ring, Bandra Kurla Complex Rotunda Building, P. J. Towers, Bandra (E) Dalal Street, Fort, Mumbai 400 051 Mumbai – 400 001. Scrip Code: INDHOTEL Scr
Slide 2: Strategic Partnership with ANK, Pride and Brij Hospitality
STRATEGIC PARTNERSHIP WITH ANK, PRIDE AND BRIJ HOSPITALITY INVESTOR UPDATE | 12th AUGUST 2025
Slide 3: Creation of Win-Win Engagement
CREATION OF WIN-WIN ENGAGEMENT • IHCL to acquire 51% stake in ANK Hotels Pvt Midscale hotels under ANK Pvt Ltd and Pride Hospitality Ltd Ltd and Pride Hospitality Pvt Ltd • Onboards a partner with shared purpose and 6,800 100+ 135 legacy to unlock India’s tourism potential Hotels Keys Locations • Co
Slide 4: Strategic Rationale
STRATEGIC RATIONALE Strengthens IHCL’s leadership in In line with IHCL’s stated Accelerate 2030 Leadership in the midscale segment with target of reaching 700 hotel Goals Midscale segment strategic addition of 135 new portfolio by 2030 properties Significant not like for like growth with further Not
Slide 5: Midscale Segment: Fastest Growing Segment
MIDSCALE SEGMENT Fastest Growing Segment 17% 16% 24% 19% 21% 19% 17% 19% 39% 43% 20% 26% 2014 2024 100,000 200,000 Rooms Rooms Midscale - Economy Upper Midscale Upscale Upper Upscale Luxury Sources: Horwath HTL 4
Slide 6: Unlocking Synergies
UNLOCKING SYNERGIES Migration to Ginger brand Conversions to Revenue Share from Management Contracts Customer overlap – amplified marketing Market overlap ~ 30% – unlock city synergies Lean and efficient operations KEY PERFORMANCE AND SYNERGY DRIVERS IHCL’s Sales & Tata Neu Ginger’s Brand Distributi
Slide 7: Portfolio - Growth Trajectory
PORTFOLIO - GROWTH TRAJECTORY ANK & Pride, have a portfolio of 135 hotels with 6,800 Keys in the midscale segment spread across 100+ locations in near future Operation Pipeline* Portfolio Implied CAGR 80 55 135 20%+ HOTELS ~3,100 ~3,700 ~6,800 31%+ KEYS X * Pipeline includes only signed agreements w
Slide 8: Transaction Structure
TRANSACTION STRUCTURE IHCL 51% Investment of ₹ 204 Cr in target companies (Upfront payment at closing ~ 134 Cr with balance due by June 2026) Marketing & Distribution Agreement ANK HOTELS PRIDE HOSPITALITY BRIJ HOSPITALITY ₹ 110 Cr ₹ 94 Cr Secondary Share Primary Investment Purchase 159 Cr 45 Cr As
Slide 9: Summary Financials of Target Companies
SUMMARY FINANCIALS OF TARGET COMPANIES Robust growth outlook, with revenues projected to scale in line with the rapid portfolio expansion Clarks Enterprise Performa P&L FY25 Unlocking Revenue Growth Potential in Operating Portfolio | Keys 80* | ~3,100* ANK & Pride Owned Portfolio* | Keys 8 | 365 150
Slide 10: Projected Financials of Target Companies
PROJECTED FINANCIALS OF TARGET COMPANIES On Back of Strong Not Like for Like Growth & Lean Luxe Positioning to Drive Accelerated Financial Growth All Figures in ₹ Cr FY27 FY28 FY30 5 Yr. CAGR Total Revenue 60 75 100 25% EBITDAR 19 30 50 50% EBITDAR Margin 30% 38% 50% +30pp EBITDA 10 20 40 68% EBITDA
Slide 11: Ginger - Proven Unit Economics Across Markets
GINGER - PROVEN UNIT ECONOMICS ACROSS MARKETS Primed for Scale Ginger Mumbai Airport Ginger Panjim Goa Ginger Bhubaneshwar Ginger Nagpur Airport Ginger Sanand Ginger Aurangabad Market Type Metro Leisure State Capital Commercial Centre Industrial Township Emerging Market EBITDAR % 55% 54% 54% 55% 53%
Slide 12: Ginger - Lean Luxe Transformation Playbook in Place
GINGER - LEAN LUXE TRANSFORMATION PLAYBOOK IN PLACE Higher Occupancies Average Rate Expansion RevPAR Growth FY25 Occupancy % CAGR Growth (FY18-25) CAGR Growth (FY18-25) 71% 9.4% 57% 8.0% 4.9% 3.9% Industry Ginger Industry Ginger Industry Ginger Note: Industry considered is Midscale & Economy. Source
Slide 13: Distribution Arrangement for Brij Hotels
DISTRIBUTION ARRANGEMENT For Brij Hotels 19 Portfolio 10 Operational 9 Pipeline IHCL has also entered into a distribution & marketing agreement with BRIJ Hospitality (Boutique hospitality company of the same promoter group with 19 hotels in the portfolio)
Slide 14: IHCL Now at 550+ Hotels, Well Placed to Achieve 700+ by 2030
IHCL NOW AT 550+ HOTELS, Well Placed to Achieve 700+ by 2030 Accelerate to 700+ Hotels IHCL Portfolio 550+ IHCL Portfolio 400+ Midscale 240 Midscale 105 Yesterday Today 2030
Slide 15: Disclaimer
DISCLAIMER These presentations may contain forward-looking statements within the meaning of applicable securities laws. Similarly, statements that describe our business strategy, outlook, objectives, plans, intentions or goals also are forward-looking statements. Forward-looking statements are not g
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