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Hotels Q4 Results Preview: RevPAR Growth Sustainability Key, Says Dolat Capital; Lemon Tree Among Top Picks

Dolat Capital finds Mahindra Holidays and Lemon Tree to be well-positioned in the hospitality space, offering risk-reward over the medium term, hence remains top pick.

<div class="paragraphs"><p>The hospitality industry is set to achieve its 12th consecutive quarter of low-to mid double-digit RevPAR growth, driven primarily by higher ARRs alongside a modest rise in occupancies, says Dolat Capital. (Photo: Roberto Nickson/Unsplash)</p></div>
The hospitality industry is set to achieve its 12th consecutive quarter of low-to mid double-digit RevPAR growth, driven primarily by higher ARRs alongside a modest rise in occupancies, says Dolat Capital. (Photo: Roberto Nickson/Unsplash)
Historically, listed players have done well versus the industry due to their superior brand positioning, pricing power, S&M engine, and execution skillset. However, as the smaller/unorganized/unlisted/presented players catch up we expect listed companies’ performance to be at par/lag industry average.
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