Indian Hotels Co Ltd.
Indian Hotels Co Ltd.
ABOUT
The Indian Hotels Company Ltd is primarily engaged in the business of owning, operating & managing hotels, palaces, and resorts.
KEY POINTS
Hotels Portfolio
As of Sept 22, the company has ~180 hotels with a total inventory of ~21,000 rooms. It also has a pipeline of ~62 hotels with an inventory of ~8,000 rooms. Its hotels are spread across 12 countries and 100+ cities. It is the largest hotel player in India ahead of Marriott, Radisson, ITC, and other large corporations.
Hotel Brands
The company operates its hotels under 4 main brands catering to different segments viz. luxury (Taj), upscale/ upper upscale (Vivanta/ Selections), and midscale/ lean luxury (Ginger) segments.
Brand Value
The company was rated the Strongest Hotel brand in the world by Brand Finance; the world's leading brand valuation consultancy in its annual 'Hotels 50 2021' report. This report recognizes the most valuable and strongest hotel brands across the globe.
Revenue Breakup
In FY22, Room rentals, food & beverage, and banquets accounted for ~87% of revenues, followed by management & operating fees (8%), membership fees (4%), and shop rentals (1%).
Export Revenues
In FY22, overseas operations accounted for ~19% of revenues compared to only ~9% in FY21.
Primary Ancillary Businesses
Qmin - It is a gourmet delivery platform offering cuisines, multi-feast menus, and others through platforms viz. Qmin Shop, Qmin Truck & Qmin Cafe. It is present in 20+ cities.
Ama - It features 80+ properties such as private bungalows and villas that offer a nice experience to travelers who want the comfort of privacy at niche destinations.
TAJ Sats - TAJ SATS is a joint venture between the Taj and SATS Limited, Taj Sats is the market leader in Airline catering with a 34 percent market share.
Strong Parentage
The company is a part of the Tata Group wherein the group holds ~38% stake in the company. The group has shown financial support to IHCL over the years by subscribing to various equity-raising activities of the company.
TECHNICAL ANALYSIS.
Time Frame - 1D.
1. Very high traded volume - 11,73,50,084 / delivered qty - 6,88,72,329
2. FUT. OI is increased by 18,57,900
3. Call writers of 300 & 320 strike prices are may in pain (it's early to say trapped).
FUNDAMENTAL ANALYSIS.
Sector: Hotels & Restaurants
1. Market Cap - ₹ 45,687 Cr.
2. Stock P/E - 107
3. Price to book value - 6.36
4. Debt to equity - 0.38
5. Free Cash Flow - ₹ 387 Cr.
DISCLAIMER - All analyses are for educational purposes. it is not trading or investment advice.
#education #markets #equities #stockmarket #technicalanalysis #stocks #investment #trading #india #finance #fundamentalanalysis #nse #bse #supertrend #education #investing #investments #financialmarkets #learningeveryday #learning #Hotels
ABOUT
The Indian Hotels Company Ltd is primarily engaged in the business of owning, operating & managing hotels, palaces, and resorts.
KEY POINTS
Hotels Portfolio
As of Sept 22, the company has ~180 hotels with a total inventory of ~21,000 rooms. It also has a pipeline of ~62 hotels with an inventory of ~8,000 rooms. Its hotels are spread across 12 countries and 100+ cities. It is the largest hotel player in India ahead of Marriott, Radisson, ITC, and other large corporations.
Hotel Brands
The company operates its hotels under 4 main brands catering to different segments viz. luxury (Taj), upscale/ upper upscale (Vivanta/ Selections), and midscale/ lean luxury (Ginger) segments.
Brand Value
The company was rated the Strongest Hotel brand in the world by Brand Finance; the world's leading brand valuation consultancy in its annual 'Hotels 50 2021' report. This report recognizes the most valuable and strongest hotel brands across the globe.
Revenue Breakup
In FY22, Room rentals, food & beverage, and banquets accounted for ~87% of revenues, followed by management & operating fees (8%), membership fees (4%), and shop rentals (1%).
Export Revenues
In FY22, overseas operations accounted for ~19% of revenues compared to only ~9% in FY21.
Primary Ancillary Businesses
Qmin - It is a gourmet delivery platform offering cuisines, multi-feast menus, and others through platforms viz. Qmin Shop, Qmin Truck & Qmin Cafe. It is present in 20+ cities.
Ama - It features 80+ properties such as private bungalows and villas that offer a nice experience to travelers who want the comfort of privacy at niche destinations.
TAJ Sats - TAJ SATS is a joint venture between the Taj and SATS Limited, Taj Sats is the market leader in Airline catering with a 34 percent market share.
Strong Parentage
The company is a part of the Tata Group wherein the group holds ~38% stake in the company. The group has shown financial support to IHCL over the years by subscribing to various equity-raising activities of the company.
TECHNICAL ANALYSIS.
Time Frame - 1D.
1. Very high traded volume - 11,73,50,084 / delivered qty - 6,88,72,329
2. FUT. OI is increased by 18,57,900
3. Call writers of 300 & 320 strike prices are may in pain (it's early to say trapped).
FUNDAMENTAL ANALYSIS.
Sector: Hotels & Restaurants
1. Market Cap - ₹ 45,687 Cr.
2. Stock P/E - 107
3. Price to book value - 6.36
4. Debt to equity - 0.38
5. Free Cash Flow - ₹ 387 Cr.
DISCLAIMER - All analyses are for educational purposes. it is not trading or investment advice.
#education #markets #equities #stockmarket #technicalanalysis #stocks #investment #trading #india #finance #fundamentalanalysis #nse #bse #supertrend #education #investing #investments #financialmarkets #learningeveryday #learning #Hotels
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