SMC Global Securities Limited

Hotels in India aren’t just bouncing back post-COVID. They’re entering a golden decade driven by travel, events, infra, and rising incomes. 👉If you’re a long-term investor, watch the hospitality sector closely. This isn’t recovery This is a re-rating

1️⃣Domestic Travel is exploding 👉🏻The Indian middle class is richer, younger, and traveling more than ever 🔹UPI, MakeMyTrip, and low-cost airlines made travel easy for Tier 2/3 cities 🔹IRCTC, Vistara & Indigo all report rising passenger traffic = more room demand 🔹From

6️⃣Policy + Infra + REITs = Perfect Tailwinds 👉🏻New airports, better highways, and religious circuits are opening new demand zones 🔹GOI’s focus on tourism infra is de-risking hotel investments 🔹Hospitality REITs may become a new wealth vehicle this decade 👉Infra + policy =

4️⃣Supply Still Lags Behind 🚨Less than 2 lakh branded hotel rooms in India vs 10 lakh+ in China 🔹Rising demand but limited supply = higher occupancy + pricing power 🔹Even mid-tier brands are expanding in underserved cities 👉This is a supply-side opportunity—perfect for

2️⃣Global Hotel Chains are going All-In 👉🏻Marriott, Hilton, Accor, and IHG are doubling down on India 🔹Hyatt calls India its fastest-growing market in the world 🔹Indian Hotels (Taj) & Oberoi are locking in long-term revenue via management contracts 🔹More global brands =

5️⃣Real Asset + Cash Flow = Investor Magnet 👉🏻Hotel chains now offer real estate + consistent cash flows 🔹Hybrid models (like asset-light + lease) are improving margins 🔹Indian Hotels, Chalet, EIH, Lemon Tree, all show better ROCE & low debt 👉Hotels are shifting from

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India's hotel stocks are about to do what IT did in the 2000s And hardly anyone’s paying attention Here’s why that might be the biggest mistake of this decade 📌(Bookmark this) https://t.co/sEnthobeRv

3️⃣Events + Weddings = Non-Stop Demand 💍India hosts ~48 lakh weddings a year and destination weddings are booming 🔹IPL, G20, and spiritual tourism (Kashi, Ayodhya) push hotel demand all year 🔹Corporate offsites, film shoots, retreats—events are now infra-hungry 👉Events