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Feb 13, 2026
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LONG
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Demand is outpacing supply in the Indian hospitality sector. Room rates for summits are hitting $30,000. The company reported a net income beat and is expanding its "Ginger" budget brand to 250 hotels. High disposable income, spiritual tourism, and government infrastructure spending (airports) are creating a structural tailwind for Indian travel. The company has pricing power (double-digit rate growth). LONG Indian Hospitality. A slowdown in the broader Indian economy or a resurgence of travel restrictions. |
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