Juniper Hotels Limited Just Missed Earnings - But Analysts Have Updated Their Models
As you might know, Juniper Hotels Limited (NSE:JUNIPER) recently reported its annual numbers. Statutory earnings per share of ₹3.20 unfortunately missed expectations by 16%, although it was encouraging to see revenues of ₹9.8b exceed expectations by 3.7%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Following the latest results, Juniper Hotels' three analysts are now forecasting revenues of ₹10.9b in 2026. This would be a solid 11% improvement in revenue compared to the last 12 months. Per-share earnings are expected to leap 163% to ₹8.42. In the lead-up to this report, the analysts had been modelling revenues of ₹11.2b and earnings per share (EPS) of ₹7.78 in 2026. So it's pretty clear that while sentiment around revenues has declined following the latest results, the analysts are now more bullish on the company's earnings power.
See our latest analysis for Juniper Hotels
There's been no real change to the average price target of ₹413, with the lower revenue and higher earnings forecasts not expected to meaningfully impact the company's valuation over a longer timeframe. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Juniper Hotels, with the most bullish analyst valuing it at ₹430 and the most bearish at ₹398 per share. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Juniper Hotels' past performance and to peers in the same industry. We would highlight that Juniper Hotels' revenue growth is expected to slow, with the forecast 11% annualised growth rate until the end of 2026 being well below the historical 27% p.a. growth over the last three years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 19% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Juniper Hotels.
The Bottom Line
The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Juniper Hotels following these results. On the negative side, they also downgraded their revenue estimates, and forecasts imply they will perform worse than the wider industry. Still, earnings per share are more important to value creation for shareholders. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Juniper Hotels going out to 2028, and you can see them free on our platform here..
It might also be worth considering whether Juniper Hotels' debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.