IHCL'S SEPTEMBER 2025 CONCALL ANALYSIS: BIG ACQUISITION ALERT?
Disclaimer: This blog is not intended to provide any form of investment advice and is strictly for personal and academic goals of reinforcing learning. My intention is to summarize my readings for the day, and some of the facts I found most interesting. You can understand more about this concept in this video . You can find the links to all articles cited hyperlinked within the article! IHCL'S SEPTEMBER 2025 CONCALL ANALYSIS ! This article intends to answer 2 basic questions: 1) IHCL has invested 204 crores into Clarke Hotels and Resorts at a 12X EBIDTA valuation. Why? 2) How will this 204 CR be put to use? WHY INVEST INTO CLARKE HOTELS? One word: Ginger! MID MARKET HOTELS Ginger is IHCL's very own lean luxe segment. Lean luxe segment is the mid market hotels, which are classy and business chic. If you read our previous post , you'd know that several Tier 2 and Tier 3 cities in India are experiencing strong digital penetration, and a hybrid work cul...