Hospitality Demand to Rebound as West Asia Crisis Fades
India's hotel industry is expected to rebound as the West Asia conflict impact normalizes, according to Kotak Securities. The brokerage projects 16% EBITDA CAGR for its coverage universe over FY2026-28E with occupancy likely reaching 72%. The sector faced disruptions from geopolitical tensions and airline crises in FY2026, but demand recovery is anticipated. Supply growth remains measured at 8% CAGR while…
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