저자: VijayKedia관련채널진행자 · 외국인
요약 보기
결론: 칼프 마힌드라 홀딩스(Kalp Mahindra Holdings)는 회원권 기반 리조트 사업 구조가 강점이며 스윙 기준 약 75% 상승 목표를 제시하나, 부채·이자보상배율 취약 리스크가 있다. 사업 구조: 회원권(프리미엄 패키지) 판매 후 전국·해외 리조트 이용을 제공하는 모델. 회원 수 약 28.6만 명, 회원권 매출 약 4,600억 원(전년 대비 약 23% 증가 주장), 회원권 가치 약 177억 원(약 21% 성장), 평균 단위 실현가 약 380만 원으로 소개. 네트워크: 리조트 100여 곳 이상, 임직원 2,000명 이상, 교환 파트너 호텔 420여 곳, RCI 제휴 리조트 4,300여 곳. 인도 주요 주(마디아프라데시, 케랄라, 카르나타카, 히마찰프라데시, 타밀나두, 고아, 우타라칸드, 라다크, 스리나가르)와 안다만·니코바르, 미국·스페인·두바이·네팔·부탄·스리랑카·말레이시아·싱가포르·태국 등에 분포. 재무 평가: 과거 적자 구간이 있었으나 이후 흑자 전환, 매출은 유지하며 비용 통제. 부채 규모가 크고 이자보상배율이 낮아 취약점으로 지적. 준비금은 일시 마이너스였다가 플러스로 회복. 고정자산이 많아 자산 매각 여지를 언급. 수급: 빈티지 자산운용(FCS 등) 보유를 언급하며 비중은 약 1% 수준이라고 설명. 최근 기관·외국인 매수 지속을 강조. 기술적 분석: 핸들 패턴이 세 차례 형성, 돌파 이후 추세 진행을 근거로 목표 약 75%(영상 자막상 7275%로 표기되었으나 오인식 가능성 높음). 출연자 전망: 장기적으로 성장 잠재력이 크다고 보며 시청자에게 시청·공유를 권유. 텔레그램 채널 유도 포함. 리스크: 부채 부담, 낮은 이자보상배율, 경기·호텔 업황 악화 시 실적 압박.
다듬은 글
Hello friends, I heartily welcome you once again to Stock Market Status. Today, I will discuss a company in front of you which has chances of high growth in the upcoming years and I will also prove to you why there are chances of this high growth. Along with that, everyone knows about it because of a big investment.
He has also made a good amount of stock holdings on this company. I will share all the information with you. If we show you more directly about this company, then according to swing trading, a target of 7275% is being made here. I will also share how it is technically made. I will also share with you what is my opinion on this company for the long term.
So, do watch this video till the end because it will be a very informative video. You have a lot to learn, so continue. If you know everything, then definitely reduce as per your requirement. So, let's see which company it is and before that, I will make my wish. If you have not subscribed to the channel, then definitely do so.
You can also join Telegram by going to Healing. So first of all, let me tell you one thing, if you look at today's date in India, then everyone will see a lot of luxury hotels and the content of today's video is on Totally Hotel Business, so see, you will see many companies where you will see hotels of different categories, you already know about Indian Hotels and it is a Tata Group company and many other companies are from Ovari Group as well as ITC and also from Mahindra, so today I will talk about a company related to this, which can be called a Mahindra Group company and its name is Kalp Mahindra Holdings Limited, so I will discuss this company and why will I discuss it, first of all tell me, its business model is a little different from all the other business models, why did it seem, I will explain it to you first, today I will discuss this company, that is why if you visit the website of this company once, you will see everything, this company has a Totally Hotel business, now if you see, you will visit the company's website and It has more than 125 resorts and more than 2,000 experienced employees.
The company also provides hotels of different categories to its customers. Here, you will find hotels of different companies, such as I.S.C.L.A.L., which means Indian Hotel Carpenter, which is known as Taj Hotel. In India, you will also find Club Mahindra Hotel within this category. So, what I mean by this is the details of this.
First of all, you have to know the company's business model. I found this to be very strong, and based on this, I have more faith in this company. What is this reason? Let me first explain it. Understand one thing carefully. So, I will explain it on a black paper. Let's see how Mahindra Hotels is doing business.
It is approaching the customer in a way, it is marketing to the customer. If you are interested in tourism, If you go out together eight times in a year, then there is an opportunity for you. What is this opportunity? If you take a premium subscription to this, that is, a member of my group. If you take an A package, then you will not have to pay any charges again and again.
You can go and stay in any hotel in India wherever there are hotels. Let's say the company is saying, give me ₹1 lakh. I am giving you an example, someone gives me ₹50,000, further according to the premium, and you can go and stay in my hotel as many times as possible in every year. So you will say that this is a loss for the company, not at all.
Let's say in this way, if the company sells the product to 100 customers, then out of 100, let's say 20% of the customers stay. In this way, he will be able to reap the benefits continuously because he has meetings at different places in the state and he has to go to different places, so he will stay in this hotel again and again.
And the rest of the people will be able to go one or two times in a year but will not be able to go more than that because it is less for them, it is their business, after maintaining everything they will not have to spend money, so they also take the package in this way because they think that yes, at least I got it at a cheap rate, if I go out one by one then I will have to pay more money, so that is why the company charges premium in this way, so what is the plus point of the company, let's say any place, at least Mumbai, it has a hotel in Mumbai and in Mumbai most of the people want to go for a visit, they would like to book a hotel near any sea beach, what did Mahindra do, they did not build a hotel near the sea beach because the price of the hotel near the sea beach, that is, the price of the properties, is very high, so what, since when have they been going far away, that is, going far away, where they got a plot at a cheap rate and got some land at a cheap rate, what are they doing by going to that place, they are building their own hotel, because they know that first of all I have taken money from the customer If I keep it, it will be kept at the place where it is kept, then it is a class point for a company also, so for this the company is maintaining the expenses at a different level, so according to this business model Mahindra Hotels runs, so according to me I am very scared of this business model, right now you have to know the perfume of the company in its big way, let me first show you that, you will see the business of the company at different places, in different states like Madhya Pradesh, Kerala, Karnataka, Himachal Pradesh, Tamil Nadu, along with that its hotels will be seen in Goa as well, so there are many in Goa, there are in Uttarakhand, there are in Kerala, Madhya Pradesh, so in this way it is at different places, so look at the business of the company, whatever I was explaining to you, you can see that the member base is less, how the company is making continuous profit in the member base, see how to generate revenue, according to member additional, the company is around 4600 crores and on and basis around 23% opposed, so imagine when a company has taken money from you separately and is keeping it They can also invest the money in their own business, even for building a separate hotel, they can use the money without taking a loan.
What I found best was the total membership base of the company, around 286 thousand. So many customers have taken its membership, so imagine how big the company's business is, how much is the company's resort, 90% of which is running on the company and the highest ever of the company is around 92 crores, so the best performance of the company that I found was the valuation of the membership that the company has sold, 177 crores, there was almost a growth of 21% and look at the average unit realization of the company, it is around 3.8 lakh, all these points have been seen in the flavor of the company, according to the member addition of the company, if we show according to the results of the quarter of 2023, then the company has shown good growth, which was around 3800, it has increased to around 4600, so Member, you talk about room rest reception in big, it was 58, it is around 57, so the company's positive impact is seen everywhere in every way, the company is spread in every state, if you look at the last date then the company is spread in maximum number in Mumbai, Goa, Sati, Sati, Menu, Karnataka, Kerala and also Uttarakhand and sorry Uttarakhand and after that up Ladakh, in this way you will see the page in Srinagar, in this way the company is also telling that where has it built boat housing, the company has built boat housing in both the places, one is in West Bengal and the other if you see in Srinagar, where boat housing is built, then the company gets extra facilities from here, the company has not left the Andaman Nicobar Islands also, the company has built hotels on Andaman Nicobar Islands, so how many members are there because of the company, around 2.9x the company's current experience is more than 2000, that is the company has built rescue hotels at different places, the company has built rescue hotels at different places, the company's tongue If we look at the strong fridge, then the company has some such as Deep Free Company, the company has more than 100 resorts and that too not only in India, in the global market, more than 4000 company partners and hotels have been built, so the highest stability strength of the company was seen here, if you look at the company's figures, then the company has a total of more than 5000 homes and more than 102 resorts and 33 company properties at different places, and out of that, the company's hotel and spa are also included, along with that, if we talk about the company's hotel exchange, then more than 420 company partner hotels have also been built and RCI has built more than 4300 resorts, so the overall network of the company is very strong, and not only in India, but also look at the world, like the company has resorts at two places in the United States and along with that, the company's business is running at the international level, there are international resorts as well.
If you look at it, the company's holiday club resort is in Spain, Sweden, Fulbright, along with that, look at Abu Dhabi, Dubai, along with that, it is also in Nepal, Bhutan, Sri Lanka, Malaysia, Singapore, Thailand. The company has established its own page in these different places. So imagine how much strength the company has and that is why Vijay Kit ji has made a good investment in this company.
I have already told you earlier that Vijay ji also made the biggest investment in this company. And if you talk about it in terms of portfolio, then if you talk about this company overall, then he has a holding of around 1%. , yet a good stand of this company is seen. At one time the profit of the company was in negative.
Since I have been studying it, I have been seeing that in between, it had gone into negative. During the time of capital, the condition of the company had deteriorated very badly because now everyone knows that the reason behind the condition of the company deteriorating at that time is that the business of the company had gone down, the hotel business had gone down.
This had happened, hence there was pressure on the company. I will show you this thing again. This is much less than the P Reson Industries PDC of the company. If I compare it with the same period, then the PVC of the company was around 1170 at one time and due to the company, the series is around 100.
So even then, I am running on the basis of compound company over value, which is around 50 in 5 years. The company is running with a lot of debt. This is a big business for the company and if I talk about a big negative profit loss, then the company never reduced the sales and after controlling the expenses, the company also made a good profit.
The company paid so much interest, even after paying the interest, the company showed profit in the last. During the time of debt, the company was in loss, after that the company did not make any loss. After taking so much debt, the company also paid the right interest. Now we have to see what is the interest margin of the company.
The interest coverage margin is very low. Here a weakness has been seen in the company. Right now I will balance this thing. If you see it as per the seats, you will see that the company's reserves had gone negative for some time, but the company has brought it back to positive. The company 's debt is high.
The company's fixed assets are very high because the company has maintained its own stocks at different places. So, according to that, the company's fixed assessment is the same thing. If there is any problem in the company's business, then by selling some fixed asset, the company can revive itself.
Right now, if I talk about this thing in the context of such investors, then see continuously, FCS is also continuing its holding and accordingly, the public should also keep a good holding and tomatoes also have a good holding. After showing all the things, I will say only one thing that the continuous buying is happening on the company and that too was seen in the last few days, in April and June.
Whether the bank is buying continuously or buying continuously, its chart button is made in the way it is made. Look at this thing carefully. It has been updated on Telegram also. You will see that a button with handle has been made. After that, let me show it a little here. Let me zoom in and show you, see, I created the company handle not once but thrice, so when the handle is created continuously, then when breakouts are made, then there are strong breakouts, so after the breakout, the company is continuously travelling, if I mark this level, if I mark this level, then the target here is almost around 75%, I have already told you that I am not able to give you the details of many companies, so join Telegram, from where I already give you updates, so this was the details of the company, so almost stats have been made on this company, so what is your opinion about this company, and if you like the video, then please do like it, and I think this company can make a big splash in the feature, you have understood all the things, so please do like it if you like it, and also share it with your friends because I will definitely bring content and information with you in this way, but till then in the next video, share your thoughts. keep it thanks
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