Lemon Tree Hotels Ltd — earnings calls

Lemon Tree Hotels reported FY26 total revenue of Rs 1,452.7 crore, up 13% YoY, with net EBITDA of Rs 699.3 crore and PAT growing 19% to Rs 288.3 crore, while management described FY26 and Q4 FY26 as the best periods in the company's history on several operating metrics. Management attributed margin contraction during the year to increased renovation spend, technology investment, and a GST-related rate change, and outlined plans to demerge Fleur Hotels into a separately listed asset-owning entity. Management also discussed near-term demand softness linked to reduced corporate travel and geopolitical tensions affecting the airline sector.