RevPAR Change in Key Markets...India Hotels Outlook Impact of COVID-19 hvs.com anarock.com Follow us...
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Recent Webinars HVS Monday Musings (Weekly Stories & Trends) Improving hotel ROI – Thinking out of box from design to operations AUG 31 Mid-market hotels to lead the Indian hotels sector revival story SEP 07 Hotel owners should think like institutional owners in the post-COVID era SEP 14 The onus lies with Us – Rebuilding trust to get back guests to eat & stay with us! SEP 21 Luxury boutique hotels – A growing concept in India SEP 28 36-39% 62-65% 76-79% JUL 2020 39-42% 66-69% 79-82% JUN 2020 36-39% 75-78% 84-87% MAY 2020 While the Average Rates in August improved vis-a-vis the previous month, Occupancy witnessed a marginal decline. Occupancy in India continues to be the lowest amongst other key Asia Pacific markets. Hotel signings have picked up as hotel owners are actively looking to engage with operators to sign new contracts. Occupancy Change 1 India & Other Key Asian Markets 1 Occupancy % change August 2020 vs August 2019 Hotel Sector Key Stats (India Average) ADR Occupancy RevPAR By Properties By Keys Branded Hotels 2 Openings & Signings in August 2020 Source: HVS Research RevPAR Change in Key Markets Y-o-Y (%) August 2020 Source: HVS Research 2 Data collated by HVS from 19 Hotel Operators as of 25 th September 2020 for the month of August 2020 0-20% 20-40% 40-60% 60-80% 80-100% Chennai Bengaluru Kochi Goa Kolkata Pune Mumbai Hyderabad Key Highlights Y-o-Y (%) New Delhi 1 2 ₹3,200 - ₹3,800 20% - 25% ₹640 - ₹950 AUG 2020 India 60-63% Thailand 73-76% China 10-13% Malaysia 50-53% Singapore 8-11% ADR Occupancy RevPAR 29-32% 60-63% 72-75% AUG 2020 Openings 6 706 Signings 10 660 ©2020 HVS ANAROCK Hotel Advisory Services Pvt. Ltd. All rights reserved. t: +91 124 488 55 80 What We Offer CONSULTING & VALUATION TRANSACTION ADVISORY ASSET MANAGEMENT EXECUTIVE SEARCH Akash Datta Sr. VP (South Asia) [email protected] +91 98995 17404 Ajay Mehtani Sr. VP (South Asia) [email protected] +91 98110 54921 Mandeep S. Lamba President (South Asia) [email protected] +91 98113 06161 To know more, connect with us Disclaimer: All information contained herein is from sources deemed reliable. HVS ANAROCK makes no statement, representation, warranty or guarantee as to the accuracy, reliability or timeliness of the information provided. Share Price Movement 3 & Key Financials 4 Company 5 IHCL EIH Chalet Hotels Lemon Tree Hotels Mahindra Holidays & Resorts Source: BSE & Company websites 3 Share movements data as on 1 st September 2020 4 Financial summary (consolidated) for Q1 FY21 5 Company names have been abbreviated Previous Close (₹) 103.6 87.7 156.6 28.5 176.7 Market Cap (₹ Cr) 12,689.4 5,201.3 3,317.3 2,234.1 2,398.6 52-week High (₹) 162.9 188.0 395.0 69.0 252.4 52-week Low (₹) 62.1 54.7 99.0 13.8 122.0 Total Income 4 (₹ Cr) 175.0 45.0 58.9 43.8 325.2 EBITDA 4 (₹ Cr) -234.0 -126.0 0.3 7.5 49.8 PAT 4 (₹ Cr) -280.0 -152.0 -39.4 -60.6 -32.4 India Hotels Outlook: Impact of COVID-19 | 1 India Hotels Outlook Impact of COVID-19 Follow us on HVS India & South Asia HVS Webinar: Global Hotel Performance & Values: Now And Moving Forward SEP 08 ANAROCK Knowledge Exchange with Puneet Chhatwal, MD & CEO, IHCL SEP 11 Latest Publications General Manager’s Sentiment Survey | 1 General Manager’s Sentiment Survey 2020 Outlook Follow us on HVS India & South Asia 3 M-o-M (%) 5-8% 1-2% 4-7%
Transcript of RevPAR Change in Key Markets...India Hotels Outlook Impact of COVID-19 hvs.com anarock.com Follow us...
Recent WebinarsHVS Monday Musings(Weekly Stories & Trends)
Improving hotel ROI – Thinking out of box fromdesign to operations
AUG
31
Mid-market hotels to lead the Indian hotels sectorrevival story
SEP
07
Hotel owners should think like institutional ownersin the post-COVID era
SEP
14
The onus lies with Us – Rebuilding trust to getback guests to eat & stay with us!
SEP
21
Luxury boutique hotels – A growing conceptin India
SEP
28
36-39%
62-65%
76-79%
JUL2020
39-42%
66-69%
79-82%
JUN2020
36-39%
75-78%
84-87%
MAY2020
While the Average Rates in August improved vis-a-vis the previous month, Occupancy witnessed a marginal decline.
Occupancy in India continues to be the lowest amongst other key Asia Pacific markets.
Hotel signings have picked up as hotel owners are actively looking to engage with operators to sign new contracts.
Occupancy Change1
India & Other Key Asian Markets
1 Occupancy % change August 2020 vs August 2019
Hotel SectorKey Stats (India Average)
ADR
Occupancy
RevPAR
By PropertiesBy Keys
Branded Hotels2
Openings & Signings in August 2020
Source: HVS Research
RevPAR Change in Key MarketsY-o-Y (%) August 2020
Source: HVS Research
2 Data collated by HVS from 19 Hotel Operators as of 25th September 2020 for the month of August 2020
0-20%20-40%40-60%60-80%80-100%
Chennai
BengaluruKochi
Goa
Kolkata
Pune
MumbaiHyderabad
Key Highlights
Y-o-Y(%)
New Delhi
1
2
₹3,200 - ₹3,800
20% - 25%
₹640 - ₹950
AUG2020
India 60-63%
Thailand 73-76%
China 10-13%
Malaysia 50-53%
Singapore 8-11%
ADR
Occupancy
RevPAR
29-32%
60-63%
72-75%
AUG2020
Openings
6
706
Signings
10
660
©2020 HVS ANAROCK Hotel Advisory Services Pvt. Ltd. All rights reserved.t: +91 124 488 55 80
What We Offer CONSULTING &VALUATION
TRANSACTIONADVISORY
ASSETMANAGEMENT
EXECUTIVESEARCH
Akash DattaSr. VP (South Asia)[email protected]
+91 98995 17404
Ajay MehtaniSr. VP (South Asia)[email protected]
+91 98110 54921
Mandeep S. LambaPresident (South Asia)[email protected]
+91 98113 06161
To know more,connect with us
Disclaimer: All information contained herein is from sources deemed reliable. HVS ANAROCK makes no statement, representation, warranty or guarantee as to the accuracy, reliability or timeliness of the information provided.
Share Price Movement3 & Key Financials4
Company5
IHCLEIHChalet HotelsLemon Tree HotelsMahindra Holidays & Resorts
Source: BSE & Company websites
3 Share movements data as on 1st September 20204 Financial summary (consolidated) for Q1 FY215 Company names have been abbreviated
PreviousClose (₹)
103.687.7
156.628.5
176.7
Market Cap(₹ Cr)
12,689.45,201.33,317.32,234.1
2,398.6
52-weekHigh (₹)
162.9188.0395.069.0
252.4
52-weekLow (₹)
62.154.799.013.8
122.0
Total Income4
(₹ Cr)
175.045.058.943.8
325.2
EBITDA4
(₹ Cr)
-234.0-126.0
0.37.5
49.8
PAT4
(₹ Cr)
-280.0-152.0-39.4-60.6-32.4
India Hotels Outlook: Impact of COVID-19 | 1
India Hotels OutlookImpact of COVID-19
hvs.comanarock.com
Follow us onHVS India & South Asia
HVS Webinar: Global Hotel Performance& Values: Now And Moving Forward
SEP
08
ANAROCK Knowledge Exchange withPuneet Chhatwal, MD & CEO, IHCL
SEP
11
Latest Publications
General Manager’s Sentiment Survey | 1
General Manager’s Sentiment Survey
2020 Outlook
hvs.comanarock.com
Follow us onHVS India & South Asia
3
M-o-M(%)
5-8%
1-2%
4-7%
