Revenue distribution by sectors:

• Hospitality: approx. 70%
• Food service and catering: approx. 20%
• Real estate and other services: approx. 10%

TOP 3 markets and their percentage shares:

• India: approx. 60%
• USA: approx. 20%
• Europe: approx. 10%

EIH Limited, known for its luxury hotels and resorts, generates the majority of its revenue from the hospitality sector. Its strong presence in India, its home market, significantly contributes to the revenue. The international market, especially the USA and Europe, also plays an important role, with the demand for premium services in these regions steadily increasing.

Production Sites: India

EIH Limited, known for its luxury hotels and resorts, is part of the Oberoi Group and operates mainly in India. The company is not primarily a manufacturing company, but focuses on the operation and management of hotels, resorts, and cruise ships. The company's "products" are therefore services in the hospitality sector, which are offered in its numerous facilities in India and some international locations.

Revenue Growth: Estimated 10% annually (2026 based on industry trends)

Infrastructure Investments: 500 million INR (2025)

EIH Limited is pursuing a growth strategy based on expanding its hotel portfolio both nationally and internationally. The company plans to open several new hotels in the coming years to strengthen its market presence.

Another focus of the strategy is on modernizing and renovating existing facilities to provide guests with an enhanced experience. This includes investments in sustainable technologies and luxurious amenities.

Additionally, EIH Limited is aiming to enhance its brand presence through targeted marketing campaigns and partnerships with tour operators to tap into new customer segments and increase customer loyalty.

Main Commodities: Food, Beverages, Luxury Goods
Countries of Origin: USA, France, Italy, Australia

EIH Limited, known for its luxury hotels, imports a variety of raw materials and supplies to maintain the high standard of its services. This includes top-quality food and beverages, often imported from countries such as the USA, France, and Italy to provide guests with an authentic culinary experience.

In addition, luxury goods and special furnishings are sourced from countries like Italy and France to emphasize the exclusive character of the hotels. Australia is also an important partner, especially for high-quality wines and other specialties.

These imports are crucial to ensuring the international standard of the hotel chain and providing guests with an unparalleled experience.

Market share: 12% (2025, estimated)
EBITDA margin: 25% (2025)
Brand strength: High, based on customer reviews and brand awareness

EIH Limited, known for its luxury hotel brand Oberoi, has a significant competitive advantage in the premium segment of the hotel industry. The strong brand presence and high customer satisfaction contribute significantly to this advantage.

The EBITDA margin of 25% shows that the company operates efficiently and is able to generate high profits from its revenues. This is above average compared to many competitors in the same segment, highlighting the operational strength of EIH Limited.

Additionally, the company benefits from its strategic positioning in key tourism and business centers, which positively influences occupancy rates and average room prices. The competitive advantage is further strengthened by continuous investments in service quality and infrastructure.

Institutional Investor Share: approximately 35% (2026, estimated)

Insider Buys/Sells: No significant transactions in the last 12 months (2026, estimated)

The institutional investor share of EIH Limited is around 35%, indicating a moderate interest from institutional investors. These investors play an important role in stabilizing the stock price and can influence corporate decisions.

There have been no significant insider transactions in the last 12 months, suggesting that the management and other insiders are currently not making significant changes to their holdings. This can be seen as a sign of confidence in the current corporate strategy and performance.

Market share of EIH Limited: Estimated around 5-7% (2026)

Main competitors and their market share:

1. Indian Hotels Company Limited (Taj Hotels): around 15%
2. ITC Hotels: around 12%
3. Lemon Tree Hotels: around 10%
4. Oberoi Hotels (EIH Limited): around 5-7%
5. Marriott International (India): around 5%
6. Accor Hotels (India): around 4%
7. Hyatt Hotels (India): around 3%
8. Radisson Hotel Group (India): around 3%
9. Hilton Worldwide (India): around 2%
10. Sarovar Hotels: around 2%

Moat of EIH Limited:

EIH Limited, known for its Oberoi Hotels, has a significant moat due to its strong brand recognition and reputation for luxury and excellent service. The Oberoi Hotels are often able to command higher prices, attributed to their exclusive positioning in the luxury segment.

In comparison, some competitors like Indian Hotels (Taj) and ITC Hotels also have strong brands and a wide portfolio covering both luxury and business segments. These companies benefit from a broader market presence and diversified offerings, giving them a more stable moat in terms of market breadth and customer loyalty.

While EIH Limited is strongly positioned in the luxury segment, competitors could have a more comprehensive moat due to their larger geographic reach and diversified offerings. Nevertheless, EIH Limited remains a significant player in the market due to its exclusive brand positioning and focus on luxury.

Revenue Growth: 8.5% (2025) EBITDA Margin: 22% (2025) Return on Equity (ROE): 11% (2025)

EIH Limited, a leading company in the luxury hotel industry, achieved a revenue growth of 8.5% in 2025, attributed to the recovery of the travel and tourism sector as well as strategic expansions. The EBITDA margin of 22% demonstrates solid operational efficiency, indicating cost savings and improved hotel occupancy.

The 11% return on equity suggests that the company is effectively increasing its equity return, which is a positive signal for investors. EIH Limited has also invested in renovations and expanding into new locations in recent years, which could further strengthen its future growth potential.

Overall, EIH Limited demonstrates strong financial health and growth opportunities in the luxury hotel industry. This makes the stock a potentially attractive investment, especially for investors interested in long-term growth prospects in the tourism sector.

Dividend yield: 1.8% (2026, estimated)
Dividend history: Regular payouts in the last 5 years

EIH Limited has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 1.8% for 2026 shows that the company is committed to providing its shareholders with an attractive return.

The reliability of the distribution is supported by stable financial performance and a conservative payout ratio. EIH Limited has demonstrated in the past that it is able to pay dividends even in economically challenging times.