Lemon Tree Hotels Ltd.

NSE: LEMONTREE | BSE: 541233 | ISIN: INE970X01018 | Industry: Hotels
| Expensive Star
140.9200 -0.40 (-0.28%)
NSE Jun 06, 2025 15:31 PM
Volume: 2.1M
 

140.92
-0.28%
Motilal Oswal
However, like-to-like EBITDA (adjusted for Ind-AS 116) was up only 12% YoY at INR404m, with the margin down 150bp YoY to 26.5%. The 13 November 2019 company reported a loss of INR22m in 2QFY20, as against a profit of INR57m in 2QFY19 due to lower other income and higher depreciation/interest. ARR increased 4.9% YoY to INR4,133 in 2QFY20; occupancy declined 350bp YoY to 74.8%. However, on a same-hotel basis, ARR was up 2.9% YoY, while occupancy was constant at 78.2%. Despite 19% revenue growth, like-to-like EBITDA (adjusted for Ind-AS) was up only 12% YoY as the recently commenced hotels are yet to stabilize and incurred additional cost amounting to INR22m (of which INR8m is non- recurring expense relating to training of employees, while the balance is attributed to wage increase and provident fund). During the quarter, although ARR of new hotels was higher (by 15%) than the old hotels, occupancy at the former was relatively low at 58.8%, restricting overall EBITDA growth.
IDBI Capital increased Buy price target of Lemon Tree Hotels Ltd. to 177.0 on 02 Jun, 2025.
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