Stockrabit · Analysts
Questions across 2 calls

Vaibhav Mule

YES Securities

Lemon Tree Hotels Limited

Lemon Tree Hotels Limited CC-Jun25.pdf · 2025-08-11
Hi, team. First of all, congratulations on a very strong set of numbe rs. My first question was on our management contracts pipeline. We have a very strong pipeline. And as just mentioned, there is potential to reach 30,000 to 40,000 rooms in the long term. Do you think there can be an execution challenge while adding such aggressive amount of inventory, especially given many industry participants are highlighting that there are challenges on the manpower front, so do you think that can pose a challenge in future, and would that affect the flow through to EBITDA? That is my first question.
Got it, sir. My second question was on your tie -up with BCG for revamping your technology, website and your loyalty program. So, has that exercise been completed and have you started seeing any material benefit in terms of higher bookings from your website or benefit of your loyalty program? If you can share some color on that?

PVR INOX Limited

PVR INOX Limited CC-Dec24.pdf · 2025-02-06
Hello, s ir. Congratulations on a very good set of numbers for the quarter . My question was actually on the Q4 current performance in January. So, how has been the response for the movies? You know, key movies like Emergency, which were launched? A nd what is the expectation for the current quarter based on the lineup that we have? That is the first question.
Understood, Sir. My actually next question was on the management contracts , our asset-light model that we are following? For the management contracts, if I am not wrong, the P&L would not be on our books, right? But the management fees that we will be generating around 10% of the revenues. Can we assume that this should improve our overall EBITDA margins?