ITC Hotels Hits New High, Surges 6% In 2 Days; Market Cap Nears ₹50,000 Cr

July 9, 2025: In a largely flat and cautious trading environment, ITC Hotels, the hospitality arm of the ITC Group, emerged as a notable outperformer. The stock has climbed 6% over the last two trading sessions, breaking past its previous 52-week high.

On Wednesday, ITC Hotels shares surpassed their earlier peak of ₹227, last recorded on June 27, 2025, marking a fresh high and signaling continued investor confidence in the company. The bullish run comes even as broader indices like the Sensex and Nifty remain rangebound due to global uncertainties and mixed sectoral performance.

Market experts suggest the rally could be driven by improving sentiment in the hospitality sector, strong domestic travel demand, and expectations of robust quarterly earnings from hotel companies. With the tourism and hospitality industry rebounding steadily post-pandemic, companies like ITC Hotels are witnessing increased room occupancy rates and better average room revenues (ARR).

While the ITC Group has diversified interests — ranging from FMCG to paperboards — the listing of ITC Hotels as a separate entity has allowed investors to directly gain exposure to its hospitality business. The stock’s recent performance reflects growing optimism around its standalone prospects.

As the stock continues to attract interest, analysts advise keeping an eye on upcoming financial disclosures and sectoral trends to gauge the sustainability of this rally.