Wonderla Holiday

    WONDERLA
    Consumer Services·5 Feb 2026
    Management Summary

    Wonderla Holidays Limited reported its Q3 FY26 earnings, highlighted by the successful launch of its Chennai Park and record Q3 revenue of ₹134.5 crores, up 11% YoY. Despite strong top-line growth and robust resort performance, profitability was impacted by new labor code regulations and increased depreciation, leading to a 29% YoY decline in PAT. The company remains focused on strategic expansion and improving monetization across its parks.

    Highlights5
    • Revenue from operations grew 11% YoY to ₹134.5 crores, achieving the highest-ever Q3 revenue.
    • Chennai Park launched in 21 months with a total investment of ₹611 crores, reporting a positive EBITDA contribution of ₹1.3 crores in Q3 FY26.
    • Resort Property revenues grew by 71% YoY with an occupancy rate of 68%.
    • ARPU increased by over 8% for the year to ₹1,377, indicating higher visitor spending.
    • Bangalore Park completed 20 years of operations, showcasing business durability.
    Concerns Noted6
    • EBITDA for Q3 FY26 declined 13% YoY to ₹32.17 crores, with margins at 23%.
    • Profit After Tax (PAT) for Q3 FY26 declined 29% YoY to ₹14.5 crores.
    • PAT for 9M FY26 declined 34% YoY to ₹65.3 crores.
    • Decline in profitability primarily driven by new labor code related regulatory changes and increased depreciation from new projects.
    • A one-time financial impact of ₹8 crores was recognized under exceptional items due to the new wage code.
    • Footfall for 9M FY26 marginally declined by 1% to 23.4 lakh compared to the previous period.
    What Changed2

    vs Q4 FY26

    Guidance items9 → 6 (-3)Risks discussed4 → 5 (+1)
    Numbers6

    Key Financials

    MetricValueYoY
    Revenue (Q3)₹134.5 Cr+11.0% YoY
    EBITDA (Q3)₹32.17 Cr-13.0% YoY
    PAT (Q3)₹14.5 Cr-29.0% YoY
    Footfall (Q3)9.17 lakhs0% YoY
    ARPU (for the year)₹1377+8.0% YoY
    Revenue (9M)₹382.9 Cr+6.0% YoY

    Segment Breakdown

    Resort Property
    0.71 yoy Revenue Growth68% Occupancy
    Chennai Park
    ₹1.3 Cr EBITDA Contribution (Q3)₹11 Cr Revenue (December)11% EBITDA Margin (December)
    Trend5

    Historical Trend

    Last 6Q
    MetricLatestTrend
    EBITDA(crores)87.51
    EBITDA Margin48.9%
    PAT(crores)52.58
    PAT Margin29.4%
    ARPU(Rs)1775
    Capital1

    Capital Allocation

    medium confidence
    CategoryHeadline
    Capex

    Capex disclosed

    Promises6

    Guidance & Targets

    CategoryTargetPriority
    Footfall
    Footfall Growth2-3%
    Medium
    Chennai Park Performance
    Chennai Park potential to reach Bangalore numbersIn line with Bangalore numbers
    Medium
    Chennai Park Profitability
    Chennai Park EBITDA Margin40%-45%
    Medium
    Chennai Park Break-even
    Revenue for break-even₹50-60 crores
    Medium
    New Parks Expansion
    Number of new parks to be signedMinimum one, maybe two or three
    Low
    New Parks Expansion
    Total number of parks6-7 parks
    Low
    Watchlist4

    Watch for Next Quarter

    #Metric
    01Chennai Park Recurring Costs Stabilization
    02Chennai Park EBITDA Margin Improvement
    03Bangalore Park New Ride Launch
    04Overall Footfall Growth
    Risks5

    Risks & Concerns

    SeverityRisk
    high

    New Labor Code Regulatory Changes

    Impacted PAT and EBITDA, leading to a one-time financial impact of ₹8 crores.

    Management
    medium

    Increased Depreciation

    Higher depreciation due to new locations and projects contributed to PAT decline.

    Management
    medium

    Weather-related Footfall Impact

    Rains affected footfalls in Hyderabad and Bhubaneswar parks.

    Management
    high

    Environmental Issues (Cochin Park)

    Waterborne amoeba cases in Kerala led to government mandates against school trips to water parks, impacting Cochin Park's footfalls.

    Management
    low

    Negative Publicity on Chennai Park Rides

    Initial issues with rides (power fluctuations) in Chennai Park, but management claims clear communication mitigated brand impact.

    Analyst
    Q&A7

    Q&A Highlights

    Narrative2m

    Detailed Narrative

    5 chapters
    01

    Q3 FY26 Performance Overview

    Wonderla Holidays Limited achieved its highest-ever Q3 revenue, growing 11% YoY to ₹134.5 crores, driven by 9.17 lakh footfalls and an over 8% increase in ARPU to ₹1,377 for the year. Despite this top-line growth, EBITDA for the quarter declined 13% YoY to ₹32.17 crores, with margins at 23%. Profit After Tax (PAT) also saw a significant decline of 29% YoY to ₹14.5 crores, primarily due to new labor code regulatory changes and increased depreciation from new projects.

    02

    Chennai Park Launch and Initial Performance

    The company successfully launched its largest amusement park in Chennai within 21 months, with a total investment of ₹611 crores. The Chennai Park reported a positive EBITDA contribution of ₹1.3 crores in Q3 FY26, despite absorbing one-time📎 launch expenses of ₹5.5 crores. In December, the park generated approximately ₹11-12 crores in revenue with an 11% EBITDA margin. Management expects the Chennai Park to reach the potential of larger parks like Bangalore within 3-4 years, with EBITDA margins stabilizing at 40-45% over the next 4-5 months or the first year of operations.

    03

    9M FY26 Financials and Footfall Trends

    For the nine months ended December 2025, revenue from operations grew 6% YoY to ₹382.9 crores. However, EBITDA for the period declined 9% to ₹116.3 crores, with EBITDA margins at 28%. PAT for 9M FY26 fell 34% YoY to ₹65.3 crores. Total footfall for the nine months marginally declined by 1% to 23.4 lakh. The decline in profitability was significantly impacted by a one-time📎 financial impact of ₹8 crores recognized due to the adoption of new wage code provisions.

    04

    Resort and Existing Park Performance

    The Resort Property demonstrated strong growth, with revenues increasing 71% YoY and achieving an occupancy rate of 68%. The Bangalore Park celebrated 20 years of operations and is set to launch a new roller coaster ride by March end or early April, with an estimated investment of ₹15-20 crores. Cochin Park's performance was temporarily affected by a waterborne amoeba outbreak in Kerala, which led to government mandates against school trips to water parks, impacting footfalls.

    05

    Future Expansion and Growth Strategy

    Wonderla aims to be a pan-India amusement park player and is actively evaluating new locations for expansion, with plans to sign for 'minimum one, maybe two or three' new parks, including potential interest in Goa. While specific timelines are subject to government approvals and land acquisition, the company's long-term growth strategy focuses on disciplined expansion, enhancing ARPU, improving monetization through technology, and delivering consistent guest experiences. Management believes 2-3% footfall growth is possible for existing parks.

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