Bright Horizons: Navigating Tourism's Growth Revival slide image

Bright Horizons: Navigating Tourism's Growth Revival

2012 2013 Surpassing expectations: YoY rebound in tourist arrivals in Sri Lanka sparks new hope.. First Capital A Janashakthi Group Company Tourist Arrivals Resurgence in 1H2023: Tourist arrivals in Sri Lanka recorded a steady recovery in 1H2023 outpacing the targets. This recovery was supported mainly by high global vaccination rates, increased air connectivity, along with the lifting of travel restrictions issued by major source countries. Additionally, the significant depreciation of the LKR and tourism promotion campaigns played a pivotal role in positioning Sri Lanka as an attractive and affordable destination for travel. Given the accelerated pace of this recovery, we have revised up our 2023 year-end target to 1.5Mn arrivals (previous: 1.2Mn), reflecting an anticipated YoY growth of over 100.0%. Seasonal Trends in Occupancy Rates: Despite Sri Lanka's year-round appeal to tourists, it's notable that the Q1 (Jan to Mar) and the Q4 (Oct to Dec) collectively accounted for a significant portion, approximately 66.5%, of the total annual tourist arrivals in 2022. This trend is evident in the consistently elevated average occupancy levels observed during the first and fourth quarters of previous years. 2014 2015 No. of Arrivals Forecast for 2023E tourist arrivals revised up to 1.5Mn with occupancy to reach 50% Average 10Yr occupancy (2010- 2019): 71% Occupancy 3,000,000 80% 71% 72% 74% 75% -0.75% 73% 73% -70% 2,500,000 60% 57% 2,000,000 50% 50% 1,500,000 40% 30% 1,000,000 500,000 5Yr CAGR of 12.9% 15% 19% 1,482,943 1,855,220 2,530,192 30% 20% 10% 0 0% 2016 2017 2018 Tourism arrivals 2019 2020 Occupancy 2021 2022 2023E 2024E Source: SLTDA, First Capital Research 8 2025E
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