The Indian Hotels Company Limited
1,585words
15turns
0analyst exchanges
0executives
Key numbers — 32 extracted
rs,
₹ 4,000
16%
₹ 63
₹ 3,000
5%
₹ 8,500
35%
₹ 1,900
17%
₹ 13,000
rs 1.4
Guidance — 1 items
How to Win
opening
“Income (‘24->’30) 9-11% Future CAGR 25 Mn from 10.9 Mn (2019) (Source: Skift Research) (Source: Trading Economics) (Source: Horwath) (Source: Trading Economics) SUPPLY India is Underpenetrated Govt.”
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Speaking time
4
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4
1
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Opening remarks
How to Win
Unveiling the Execution Strategy and Goals for 2030 6 WHAT NEXT? WHY? WHERE? HOW? What Why Where How What Next? Bright Future Ahead for industry, IHCL Well Positioned
How to Win
Unveiling the Execution Strategy and Goals for 2030 7 THE FUTURE IS BRIGHT LONG-TERM STRUCTURAL TAILWINDS India’s Economic Growth Growing Middle Class Rising Disposable Incomes Strong Demand Growth FTA Recovery & Growth DEMAND $7 Tn 3rd Largest Economy (Source: Figure for 2030, Chief Economic Advisor, Govt. of India) 31% → 38% of popn. from ‘24 to ’30 ↑50% Disp. Income (‘24->’30) 9-11% Future CAGR 25 Mn from 10.9 Mn (2019) (Source: Skift Research) (Source: Trading Economics) (Source: Horwath) (Source: Trading Economics) SUPPLY India is Underpenetrated Govt. Focus on Infra Sector 0.2 Mn $2 Tn New Destinations 75% Hotel rooms (4% of US) Govt. spend (2024-30) New hotels in Tier 2/3/4 Lower Supply Growth Focus on MICE, Conventions 6-8% Future CAGR 18% CAGR till 2030 (Source: Hotelivate) (Source: CRISIL) (Source: Hotelivate) (Source: Hotelivate) (Source: Coherent Market Insights) 8 UNION BUDGET 25-26 MULTI-PRONGED BOOST TO TOURISM 50 Destinations Infrastructure Status Accorded 120 Destinati
SHAPING THE FUTURE
• Setting Global Benchmarks • Fostering an Innovative Spirit Pioneering Responsible Change, Creating Value & Shaping the Future 14 ELEVATING OUR VISION, ALIGNED WITH OUR PURPOSE VALUED, RESPONSIBLE ECOSYSTEM MOST ICONIC & PROFITABLE HOSPITALITY COMPANY IN SOUTH ASIA 15 ELEVATING OUR VISION, ALIGNED WITH OUR PURPOSE VALUED, RESPONSIBLE ECOSYSTEM MOST ICONIC^& PROFITABLE HOSPITALITY COMPANY^ IN SOUTH ASIA 16 WHAT NEXT? WHY? WHERE? HOW? What Why Where How What Next? Bright Future Ahead for industry, IHCL Well Positioned
How to Win
Unveiling the Execution Strategy and Goals for 2030 17 WHERE TO PLAY CONTINUOSLY REIMAGINING OUR BRANDSCAPE 150 mn. 2 4 3 1 50 mn. 600 mn. Low Medium Price Positioning High Taj Palaces Taj SeleQtions Vivanta Ginger Tree of Life Gateway Claridges Collection Luxury Branded Residences 1 2 3 4 g n i r e f f O e c i v r e S / t c u d o r P High Medium Low 18 IHCL BRANDSCAPE BY SEGMENTS & THEMES Luxury Boutique Luxury Upscale – Full Service Upscale – Lifestyle Midscale 19 BY SEGMENTS BY THEMES Platform / Collections Boutique Leisure Wildlife / Adventure Homestays WHERE TO PLAY DOMESTIC MARKETS LEADERSHIP IN THE INDIAN SUBCONTINENT ACROSS ALL SEGMENTS BRANDS KEY MARKETS* TIER 2 / 3 CITIES DRIVABLE DESTINATIONS DISTRICT HEADQUARTERS LEISURE LOCATIONS ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Efficient Capital Deployment to Cover White Spaces in Brandscape, Themes & Destinations Domestically *Top 10 cities, state and commercial capitals 20 WHERE TO PLAY INTERNATIONAL MARKETS ROUTE TO INTERNATIONAL
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