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A thread to understand the #Hotel Industry - from the eyes of Patanjali Keswani of #LemonTreeHotel
Difference between this decade and last decade for hotel industry –
> Supply injections are going to be very very limited compared to previous decade.
> Growth of demand was at 12% and supply growth was at 15%
> Now the supply growth is under 5% and demand is northwards of 10%
> Supply injections are going to be very very limited compared to previous decade.
> Growth of demand was at 12% and supply growth was at 15%
> Now the supply growth is under 5% and demand is northwards of 10%
Returns in hotel industry -
> Ownership of assets – 8-9% ROCE
> Management of assets – 40% ROCE
> Franchise business – 100% ROCE
Over a period, all the branded business in India is focusing on asset light model other than Chalet hotels
> Ownership of assets – 8-9% ROCE
> Management of assets – 40% ROCE
> Franchise business – 100% ROCE
Over a period, all the branded business in India is focusing on asset light model other than Chalet hotels
