Indian Hotels Company Limited (IHCL) is riding high with its robust growth trajectory, propelled by the successful execution of its AHVAAN 2025 strategy and the recent launch of its ambitious Accelerate 2030 plan. With targets met ahead of schedule, the company is poised for even greater success.

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AHVAAN 2025: Goals achieved ahead of schedule

IHCL's AHVAAN 2025 strategy, launched in May 2022, aimed at expanding its portfolio and improving key financial metrics. The company exceeded its goal of 300 hotels, with its current count standing at 350. Though the EBITDA margin target of 33% was slightly missed (32% in FY24), the company continues to show strong performance.

Indian Hotels set a goal of having over 300 hotels under its portfolio by 2025, but it has already exceeded this target with 350 hotels. Additionally, while the company aimed for an EBITDA margin of 33%, it reported a margin of 32% for FY24.

Accelerate 2030: Setting the stage for the future

With AHVAAN 2025 successfully executed, IHCL has now launched its Accelerate 2030 strategy, which aims to double the company’s revenue to Rs 15,000 crore. The new strategy includes expanding the hotel portfolio to 700 properties, targeting a 20% Return on Capital Employed (ROCE), and introducing new brands and segments. Additionally, IHCL plans for its reimagined businesses, such as Ginger and Qmin, to contribute 25% of revenue, with an expected 30% CAGR growth.

Stock performance: Strong growth 

IHCL's stock has been on a roll, soaring 68% year-to-date. Since the launch of AHVAAN 2025, the stock has tripled in value, reflecting investor confidence in the company's growth strategy. The positive momentum is also backed by analyst upgrades, with Jefferies maintaining a "Buy" opinion and raising its target price to Rs 785. Furthermore, Jefferies has increased its EBITDA growth forecast by 2% and its PAT forecast by 4%, while raising its RevPAR growth estimate from 8% to 10%.

With a clear roadmap for expansion and innovation, IHCL is set to continue its success and maintain its position as a leader in the hospitality industry.