Wellness industry
Q1FY271 earlier
2 companies · ₹659 cr · Q1FY27 report
Exhibit 3Structure
₹659 crKaya Ltd is 79.1% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
micro 21 above ₹500 cr
Exhibit 5Coverage (2 of 2)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
Exhibit 6What managements said
from Leisure Services earnings calls · as of 2026-06-30headwindWest Asia conflict: sector-wide demand and cost disruption with no resolution timeline12 managements
The Iran-US war acted as a common external shock across every major sub-segment. For hotels, international FTAs fell ~10% YoY at upscale portfolios and airline capacity was cut…
- CHALET (Q1FY27): “International business, ex of crew, remained flat year-on-year due to the West Asia…”
tailwind8 managementstailwind4 managementsheadwind7 managementsheadwind3 managementsmixed5 managementsheadwind3 managementsmixed5 managements
7 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
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