Sharekhan is bullish on this Rakesh Jhunjhunwala portfolio stock, sees new high THE A TEAM

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Sharekhan이 인도 호텔주 Indian Hotels(IHCL)에 대해 매수 의견을 내고 목표가를 380루피로 상향했다는 내용을 다루는 영상이다. 주가 흐름: 금요일 종가 326.50루피(전일比 -2.20%), 52주 고가 337.20루피(2022.9.16), 52주 저가 158.54루피(2021.9.22). 1999년 이후 약 980배 수익률, 최근 5년 연평균 약 25.19%, 올해 들어 약 77.4% 상승. 리서치 근거: 인도 호텔 산업은 팬데믹 이전 대비 20% 이상 성장 중이며 국내 레저 수요, MICE, 비즈니스 출장, 결혼·행사 수요와 외국인 관광객 회복이 성장 요인이다. IHCL은 2023년 1분기 매출 전년比 3.7배 성장, EBITDA 마진 30%로 개선, 국내 객실점유율 68%. 2분기는 비수기이나 점유율은 1분기 수준 유지 전망. 객실 수요가 향후 2~3년간 공급을 초과할 것으로 예상. 밸류에이션 및 목표: FY2023-24 EBITDA 기준 27.9배 수준. 매수 유지, 목표가 380루피(2024년 9월 기준 롤오버), 현재가 대비 약 16% 상승 여력. FY2025 실적 추정치도 도입. 호텔·숙박 섹터의 최선호주 중 하나로 제시. 주주 구성(2022년 6월 분기): 프로모터 38.19%, FII 15.07%, DII 29.56%, 정부 0.13%, 개인 17.05%. 故 라케시 주운주운왈라 일가가 각각 약 1.11%, 1.01% 보유. 리스크: 2분기 비수기 영향, 공급 증가 시 수요 초과 구도 변화 가능성 등이 언급된 범위에서 명시적 리스크 서술은 제한적이다.

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01. with a market valuation of 46411.56 crore Indian hotels Company Limited is a large cap company in the consumer discretionary goods and services cdgs industry the tattoo Enterprise Indian hotels Company Limited ihcl operates in the hotel and hospitality industry the shares of Indian hotels company are among the multibagger stocks that the stock market has witnessed let's know how this Rakesh June portfolio stock has generated multibagger returns and whether should you buy the stock or not share price history of Indian hotels the shares of Indian hotels company ended Friday's trading session on the NSE at 326 rupees and 50 PESA per piece down 2.20 from the previous close of 333 rupees and 85 PESA compared to the 20-day average volume of 5800 and 30 180 shares the Stock's total volume of trades on Friday was 5791 275 shares from 30 rupees and 22 PESA on January 1 1999 to the stock price it is trading at now a multi-bega return and an all-time high of 980.41 have been recorded the stock price climbed from 106 rupees and 12 PESA on September 29 2017 to the current market price during the past five years resulting in a multi-bagger return of 207.67 and an approximate cagr of 25.19 in the last one year the stock has gained 77.82 and on a YTD basis the stock has gained 77.40 so far in 2022 on the NSE the stock attached to 52 week high of 337 rupees and 20 PESA on the 16th of September 2022 and a 52-week low of 158 rupees and 54 pese on the 22nd of September 2021 indicating that at the current market price the stock is trading 3.17 below the high and 105.94 above the low for the quarter ended June 2022 the company recorded a promoter shareholding of 38.19 fiis holding of 15.07 down by 0.96 Kick Di's holding of 29.56 up by 1.05 Kirk government shareholding of 0.13 and public shareholding of 17.05 down by 0.09 percent cook should you buy the shares of Indian hotels the research analysts of The Brokerage firm Sher Khan has said on Friday that the Indian hospitality industry is growing at over 20 versus pre-pandemic levels led by room demand for domestic Leisure Travel a recovery in demand from the meetings incentives conferences and exhibitions mic segment and business travel in high demand from weddings and events Revival in the foreign tourist arrivals ftas with easing of travel restrictions will further boost the room demand in H2 fight 2023 and will also help room rentals to remain high Indian hotels Company Limited ihcl posted strong growth of 3.7 x in revenues on yoy basis and ebitda margins improving to 30 in q1 Phi 2023 domestic occupancy ratio stood at 68 in q1 fight 2023.

02. despite Q2 being a lean quarter for business occupancy ratio is affected to remain close to q1 levels due to sturdy room demand in key domestic destinations they further said in their research note that room demand is expected to exceed room supply for the next two to three years which will help occupancies to remain high the company has charted a strong growth plan to be achieved by FY 2025-26 with strong Improvement in C Ash flows and strengthening the balance sheet with focus on becoming debt free pent-up demand in the domestic Ledger travel along with recovery in inbound tourism will help in posting strong performance in the coming quarters ebitda margins will consistently improve in the coming years thus we maintain ihcl as one of our top picks in the hospitality space the stock trades at 27.9 X 19.9 exits FY 2023-24ef ebitda we maintain a buyer recommend foundation on the stock with a revised price target of 380 rupees rolling it over to September 2024 earnings we are introducing FY 2025 earning estimates through this note the Target price set by The Brokerage is reflecting a potential upside of 16 for the stock from its current market price for the quarter ended June 2022 the late Ace investor Rakesh June volley had hold 15 729 200 shares of the company or 1.11 stake and her wife record junjun Vol a hold 14 287 765 shares or 1.01 stake in Indian hotels the views and recommendations made above are those of individual analysts or broken companies and not of mints