By Madhvendra
Indian Hotels (IHCL) has emerged as a trailblazer in the Indian hospitality sector. Over the past five years, its stock has surged by an impressive 450%, reflecting a journey driven by robust demand amid limited hotel room supply, rising average room rates (ARR), and improving revenue per available room (RevPAR).
Once known primarily for its flagship Taj hotels, IHCL has evolved into a multi-brand powerhouse with a presence across luxury, premium, and budget segments. However, IHCL doesn’t want to remain just a hotel player; it is strategically diversifying to become a comprehensive hospitality ecosystem.
The company’s forward-looking initiatives, including expanding new-age offerings like Ama Stays & Trails and Qmin and its asset-light model, have redefined its growth trajectory. To keep its growth on track and capitalise on new opportunities, it has set an ambitious goal for 2030.
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With India’s tourism sector witnessing strong growth, premiumisation, rising per-capita income, and a shift toward personalised hospitality experiences, IHCL is well-positioned to capitalise on these opportunities through its diversified offerings and strategic initiatives.
This article will examine its visionary 2030 goals and how it plans to achieve them. We’ll also explore its financials and current stock valuation. The goal is to understand how Indian Hotels is positioning itself for the future and whether its strong performance so far can continue.
IHCL’s 2030 ambitions focused on expanding and strengthening presence
IHCL has set forth an ambitious plan to tap into India’s tourism potential via its “Accelerate 2030” initiative. Over the next five years, the company intends to invest up to ₹50 billion for this purpose.
Their vision encompasses expansion, revenue growth, an asset-light approach, and a commitment to shareholders through a dividend strategy.
Under this plan, IHCL aims to increase its hotel portfolio from 311 to over 700 (operational and under development). Additionally, it seeks to double its consolidated revenue to ₹150 billion.
IHCL 2030 vision aims at diversification to sustain its growth
Source: IHCL Q3FY25 Investor Presentation
IHCL has also considered shareholders in its 2030 vision. To increase shareholder value further, it has announced a dividend policy that allocates 20-40% of profit after tax (PAT) to shareholders.
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