HSBC maintains a 'Buy' rating for Indian Hotels, lowering the target price from ₹874 to ₹800 due to recent reductions. Strong domestic demand in Q4 and expansion plans have bolstered optimism for FY27 earnings.

The investment firm Jefferies lowers its target prices for IndiGo, IHCL, and ITC Hotels due to the escalating US-Iran tensions, as increased fuel costs and weaker tourism pose challenges. In contrast, airports like GMR maintain resilience with diversified revenue streams, while domestic travel helps mitigate impacts on the hotel sector.