From a structural standpoint, the Indian hospitality sector continues to benefit from favourable demand-supply dynamics and sustained growth in domestic travel
Geopolitical tensions may hit foreign tourist inflows, affecting occupancies and room rates even as domestic demand stays resilient; outlook hinges on conflict duration
ICICI Securities has maintained 'Buy' ratings on major listed players - Indian Hotels, ITC Hotels, Leela Palaces Hotels & Resorts, Lemon Tree Hotels, and Chalet Hotels
In February, Lemon Tree Hotels shares plunged 16 per cent, Chalet Hotels tanked 14 per cent, Indian Hotels Company (IHCL) slipped 5 per cent and ITC Hotels fell 8 per cent
India is expected to become the world's fourth-largest outbound tourism market by 2035, behind the U.S., China and Germany, rising from 10th place, Capital Economics said last year
The brokerage preference remains hotels over aviation and luggage within the travel and related consumption basket, reflecting stronger earnings visibility in hotels
Stocks to watch on Thursday, January 22, 2026: KEI Industries, Bajaj Consumer Care, PNB Housing Finance and Jindal Stainless are among other key stocks to track today
As part of the transaction, Warburg Pincus has acquired APG's entire 41 per cent stake in Fleur and committed up to ₹960 crore of primary equity to fund Fleur's growth.
Warburg Pincus will acquire APG Strategic Real Estate Pool N.V's 41.09 per cent stake in Fleur Hotels. The global private equity investment firm will also infuse ₹960 crore of capital.
Stocks to watch on January 12, 2026: Stocks like TCS, HCL Technologies, Anand Rathi Wealth, and Infibeam Avenues will remain in focus as they will release their quarterly earnings today.
Lemon Tree Hotels announces strategic reorganisation, Fleur to be listed on bourses separately
Lemon Tree Hotels management has guided for mid-teens revenue growth driven by a busy wedding season, surge in MICE activities, higher share from Aurika, Mumbai and contribution from new hotels
The structural outlook remains favourable, analysts said. Mumbai contributes nearly 15 per cent to India's hotel room revenue and disproportionately dominates the luxury segment.
Hotel prices in India's metro cities are likely to remain firm due to limited supply additions, even as higher room availability in tier-2 markets may cap rate growth, YES Securities said.
The buying on the counter came after the company announced the signing of two new properties - Lemon Tree Hotel, Surat Airport and Keys Prima by Lemon Tree Hotels, Haridwar
Motilal Oswal Financial Services recommends Reliance Industries and HCL Tech from the large-cap basket, while BEL and M&M Financial are top bets from mid-cap