In Week of Mar 28, 2026, Leela Palaces Hotels & Resorts Ltd (Hotels) is outperforming Nifty 500 with +5.0% relative strength. Fundamentals: Average. On a 5-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 28, 2026
What: New properties delivering 340 cr stabilized earnings on 1650 cr capital outlay
Impact: +₹300 Cr revenue
“Nearly 340 crores of stabilized earnings on an attributable basis with a net capital outlay of only 1650 crores making this extremely accurative.”
What: 18% retail and 45% group segment growth driving ADR and occupancy
Impact: +₹200 Cr revenue
“Room revenue continued to deliver double-digit YOY growth driven by 18% increase in the retail segment and a robust 45% growth in the group segment.”
What: Renegotiated term loans reducing interest expenses
“PAT increased from 56 crores in Q3 FY25 to rupees 148 crores driven mainly by EBITDA expansion and a reduction of finance cost”
Earnings deceleration risks from management commentary
Trigger: Economic slowdown
Impact: -150 bps margin impact
Management view: Our expansion strategy remains firmly on track, supported by a pipeline
Monitor: Occupancy rates in premium segments
Trigger: Wage inflation >10%
Impact: -75 bps margin impact
Management view: Disciplined cost management
Monitor: Labor cost as % of revenue
Key quotes from recent conference calls
“Nearly 340 crores of stabilized earnings on an attributable basis with a net capital outlay of only 1650 crores making this extremely accurative. — Ramish Shankar”
“Operating EBITDA rose to 23% YoY to rupees 238 crores resulting in the best-in-class EBITDA margin of 52% and improvement of 61 bps. — Management”
“RevPAR has increased by 18% year-on-year to 15,626 supported by a 13% growth in ADR and 3 percentage points improvement in occupancy to 68%. — Management”
“Overall, our expansion strategy remains firmly on track, supported by a pipeline — Management”
Forward-looking targets from management for Next 2-4 quarters
Implied PAT Growth
20%
Key Milestones
• New property ramp-up to full utilization by Q1 FY27
• Continued debt reduction
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +24% | +23% | Stable |
| PAT (Net Profit) | +164% | +80% | Stable |
| OPM | 51.0% | +100 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 28, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Leela Palaces Hotels & Resorts Ltd's latest quarterly results (Dec 2025) show
Leela Palaces Hotels & Resorts Ltd's profit is growing with an stable trend.
Leela Palaces Hotels & Resorts Ltd's revenue growth trend is stable.
Leela Palaces Hotels & Resorts Ltd's operating margin is volatile.
Leela Palaces Hotels & Resorts Ltd's long-term compounding rates
Leela Palaces Hotels & Resorts Ltd's earnings growth is stable with mixed signals on a sequential basis.
Leela Palaces Hotels & Resorts Ltd appears slightly undervalued based on our fair value analysis.
Leela Palaces Hotels & Resorts Ltd's current PE ratio is 38.3x.
Leela Palaces Hotels & Resorts Ltd's current PE is 38.3x.
Leela Palaces Hotels & Resorts Ltd's price-to-book ratio is 2.2x.
Leela Palaces Hotels & Resorts Ltd is rated Average with a fundamental score of 52.82/100. This score is calculated from objective financial metrics
Leela Palaces Hotels & Resorts Ltd has a debt-to-equity ratio of N/A.
Leela Palaces Hotels & Resorts Ltd's return ratios over recent years
Leela Palaces Hotels & Resorts Ltd's operating cash flow is positive (FY2025).
Leela Palaces Hotels & Resorts Ltd currently does not pay a significant dividend (yield 0.00%).
Leela Palaces Hotels & Resorts Ltd's shareholding pattern (Dec 2025)
Leela Palaces Hotels & Resorts Ltd's promoter holding has remained stable recently.
Leela Palaces Hotels & Resorts Ltd has been outperforming Nifty 500 for 5 consecutive weeks, indicating building momentum.
Leela Palaces Hotels & Resorts Ltd is an established outperformer with 5 weeks of consecutive Nifty 500 outperformance.
Leela Palaces Hotels & Resorts Ltd has 3 key growth catalysts identified from recent earnings analysis
Leela Palaces Hotels & Resorts Ltd has 2 key risks worth monitoring
In Q3 FY26, Leela Palaces Hotels & Resorts Ltd's management highlighted
Leela Palaces Hotels & Resorts Ltd's management has provided the following forward guidance for Next 2-4 quarters
Based on quantitative research signals, here is why Leela Palaces Hotels & Resorts Ltd may be worth studying
Leela Palaces Hotels & Resorts Ltd investment thesis summary:
Leela Palaces Hotels & Resorts Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
