普尼特·查特瓦尔（Puneet Chhatwal），印度酒店公司（Indian Hotels Company）董事总经理兼首席执行官表示，国内旅游、活动和婚礼继续支撑需求，而关键市场的供应仍然受限。该公司还预计，国际扩张和航空餐饮业务将在未来几个月有所改善。
Puneet Chhatwal, MD & CEO, Indian Hotels Company, says domestic travel, events and weddings continue to support demand, while supply remains constrained across key markets. The company also expects international expansion and airline catering to improve in the coming months.
印度酒店公司有限公司（IHCL）表示，随着酒店业需求继续超过供应，其收入增长有望超过此前的指引。董事总经理兼首席执行官普尼特·查特瓦尔（Puneet Chhatwal）表示，他预计2026-27财年（FY27）下半年将表现强劲，这得益于节日季、婚礼、商务旅行以及在印度和海外的持续扩张。
Indian Hotels Company Ltd. (IHCL) expects its revenue growth to surpass earlier guidance as demand continues to outpace supply across the hospitality sector, according to Managing Director and Chief Executive Officer Puneet Chhatwal. He expects a strong second half of the financial year 2026-27 (FY27), supported by the festive season, weddings, business travel and continued expansion in India and overseas.
查特瓦尔表示，尽管旅游需求保持健康，但行业仍受益于有限的酒店供应。他引用最新行业数据称，上半年需求增长了8.6%，而供应仅增加了3.9%，使得酒店在德里、孟买、果阿和拉贾斯坦等主要市场能够保持定价权。
Chhatwal said the industry continues to benefit from limited hotel supply even as travel demand remains healthy. Citing the latest industry data, he said demand grew 8.6% in the first half, while supply increased by only 3.9%, allowing hotels to maintain pricing power across major markets such as Delhi, Mumbai, Goa and Rajasthan.
查特瓦尔表示，尽管第二季度传统上较为疲弱，但公司业绩仍超过了内部预期。“收入超出了我们的预期。这就是我想说的全部，”他说。他补充称，公司继续瞄准12-14%的收入增长，而超过15%的增长仍然可以实现。“十月份的表现将非常出色，因为今年杜塞拉和排灯节的日期有所变化，同时婚礼日期也十分有利，”他说。
Chhatwal said the company's performance has exceeded internal expectations despite the seasonally weaker second quarter. "The revenues have exceeded our expectations. That's all I would say," he said. He added that the company continues to target 12-14% revenue growth, while growth of more than 15% remains achievable. "October is looking outstanding because of the change in the dates of Dussehra and Diwali this year and the wedding dates," he said.
印度酒店公司股票在NSE上于上午11:11的交易价为712印度卢比。该公司当前市值为1,01,526.30亿印度卢比，其股价在过去一年内已下跌超过1%。
Indian Hotels Company shares were trading at ₹712 as of 11:11 am on the NSE. The company, which has a current market capitalisation of ₹1,01,526.30 crore, has seen its shares decline more than 1% over the last year.
公司还在重组其运营，以支持未来增长。Chhatwal表示，IHCL已将精选服务业务和全服务业务分离，由专门的领导团队负责。由Ginger品牌领导的精选服务组合预计将实现25%-30%的营收增长，而更大的全服务业务预计将增长15%-20%，这一增长将得到如Taj等高端品牌的支持。
The company is also restructuring its operations to support future growth. Chhatwal said IHCL has separated its select services and full services businesses under dedicated leadership teams. While the select services portfolio, led by the Ginger brand, is expected to deliver 25-30% topline growth, the larger full-service business is projected to grow 15-20%, supported by premium brands such as Taj.
关于航空餐饮，Chhatwal承认，由于8月和9月航空业的中断，TajSATS面临压力。然而，他预计随着国际航班增多，前景将有所改善。新的航空公司合作伙伴关系和航班频率增加，包括印度航空和斯堪的纳维亚航空的航班，预计将在未来几个季度支持增长。
On airline catering, Chhatwal acknowledged that TajSATS faced pressure because of disruptions in the aviation sector during August and September. However, he expects the outlook to improve as international flight additions gather pace. New airline partnerships and higher frequencies, including those from Air India and Scandinavian Airlines, are expected to support growth in the coming quarters.
在谈到扩张计划的最新进展时，Chhatwal表示，公司继续评估收购机会，并预计将在季报发布后分享更多信息。他表示，IHCL仍专注于扩大Ginger品牌规模，同时拓展国际业务。刚刚开业的Taj Frankfurt正开始趋于稳定，而南非克鲁格国家公园的三家旅馆预计将在未来六个月内投入运营。他说：“我们正在考察各种机会，希望在财报发布后能向大家更新一些进展。”
Providing an update on expansion plans, Chhatwal said the company continues to evaluate acquisition opportunities and expects to share more after its quarterly results. He said IHCL remains focused on scaling the Ginger brand while expanding its international footprint. The recently opened Taj Frankfurt is beginning to stabilise, while three lodges in South Africa's Kruger National Park are expected to be operational within the next six months. "We are looking at various opportunities, and hopefully we can update you on something" after the earnings announcement, he said.
谈及更广泛的旅游业时，Chhatwal表示，尽管外国游客人数尚未完全恢复到疫情前水平，但国内旅游仍是关键增长动力。他欢迎印度将在2027年举办世界旅游及旅游理事会（WTTC）全球峰会，表示该活动有望吸引3000至5000名参与者，并将进一步巩固印度作为全球旅游目的地的地位。如需观看完整访谈，请观看配套视频。
On the broader tourism industry, Chhatwal said domestic travel continues to be the key growth driver, even though foreign tourist arrivals have not fully recovered to pre-pandemic levels. He welcomed India's hosting of the World Travel & Tourism Council (WTTC) Global Summit in 2027, saying the event could attract 3,000-5,000 participants and further strengthen India's position as a global tourism destination. For the full interview, watch the accompanying video