Search+Business News›Markets›Stocks›News›Tourism and hotel sector stocks: Time for a correction in business? Are analysts getting it wrong? 15 stocks from the ecosystemInvestment IdeasSynopsisThe Indian hotel and tourism ecosystem has benefitted from the post-Covid travel urge. Occupancies were high, room rates firm, supply is, in fact, still tight. But the bull case rested on an assumption: That households and companies would keep spending freely on travel, conferences, weddings, offsites, and premium stays. In hospitality, demand does not disappear first. The ability to pay does. Will higher inflation and trouble in the Gulf region change this equation? Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks, along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.Recent reports suggest that airline profits will drop by half thanks to fuel prices. This is just one part of the story. As the trouble in the Gulf region continues, the second-order impact will start to be felt. As of now, this impact is not visible in the reported numbers, but channel checks indicate that consumer discretionary spending is slowing. When that happens, travel spend takes a hit – and not just at the individual level, but at the ETMarkets.com 18 mins readJun 10, 2026, 02:24:00 PM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership
Tourism and hotel sector stocks: Time for a correction in business? Are analysts getting it wrong? 15 stocks from the ecosystem
The Indian hotel and tourism ecosystem has benefitted from the post-Covid travel urge. Occupancies were high, room rates firm, supply is, in fact, still tight. But the bull case rested on an assumption: That households and companies would keep spending freely on travel, conferences, weddings, offsites, and premium stays. In hospitality, demand does not disappear first. The ability to pay does. Will higher inflation and trouble in the Gulf region change this equation? Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks, along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.
