Showing posts with label @Investing @SmartInvestor #SmartInvestor. Show all posts
Showing posts with label @Investing @SmartInvestor #SmartInvestor. Show all posts

Saturday, December 30, 2023

News Impact - BDL gets Rs.5000 crore order from Armenia



Bharat Dynamics (BDL) has finalised a major deal with Armenia for 15 Akash Air Defence (AAD) systems with Radars, with the transaction estimated to be valued between Rs 5000-6000 crore. As per the news sources, Oman has also expressed interest in discussions with BDL for the AAD system.

Views: BDL is well positioned in terms of significant potential for export of its products (missiles, torpedoes & counter measure systems). During the recent trials, AAD system demonstrated its unique capability of engaging four ariel targets simultaneously at a range of 25 kms, making India the first country to have such capability. 

Company’s order backlog stood at Rs 20766 crore as of Sep-23 (9.6x TTM revenues) with orders pipeline remains very strong (both domestic and exports), providing strong growth visibility in the coming period. Bharat Electronics will also be the beneficiary as it is involved in supplying electronics systems like Rajendra PESA radar and other sub-systems.

Let us evaluate the performance of the stock 

CMP - Rs.1,716

Year High - Rs.1810

Year Low - Rs.787

Returns 

1 month   -     47%  a jump of Rs.553

6 months -     53%  a jump of Rs.595

12 months  -     81% a jump of Rs.771

This video is for education purpose only.  For investment decisions please consult your Financial Advisor. 

Date 30 Dec 2023

This post is bought to you by Smart Investors - India's Most Knowledgeable Equity Researchers.

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Sunday, December 17, 2023

Plastic Pipes - Excelleng Growth Prospects Ahead


 
Sector: Building Materials 

December 17, 2023 

Industry should continue to register healthy volume growth! We interacted with multiple dealers from north & west region, and regional manufacturers of plastic pipe industry to understand the on-going trends in terms of demand, polymer prices and outlook going ahead. 

Following are the key highlights: 

 Q3 is a seasonally weak quarter, owing to festive & marriage season. However overall demand has been sturdy, both agri and plumbing segment have been witnessing healthy demand. 

 Spends in Jal Jeevan Mission continues to remain robust leading to strong demand for both Agri & Plumbing. 

 Plumbing demand is also continuing its northwards march. Barring the seasonality impact, volume off-take has been growing on m/m basis for manufacturers. 

 Plastic pipes are finding newer applications in infrastructure segment, leading manufacturers are launching new innovative products which should bode well for industry growth. 

 The quarter commenced with sharp decline in PVC resin prices, however, there has been a steady uptick in prices since then. Hence, manufacturers do not expect any major inventory losses. 

 New domestic capacity of PVC reins is likely to get operational by FY26. The current difference between domestic & import prices is ~Rs2/Kg.  CPVC resin prices are largely steady. Domestic capacities are coming-up, however the quantum is not enough & hence industry will continue to rely on imports. 

 Dealers have commenced re-stocking post the sharp fall in resin prices, in anticipation of improvement in price hikes. Moreover, channel inventory is at normal level, for agri division the dealers hold inventory of ~10-12days while the same for plumbing is ~20-25days. 

 The consensus view from our interactions is that the demand for plastic pipes will continue to grow for next 3-5years as the spends in irrigation & uptick in new construction is likely to expand.

We continue to remain positive on plastic pipe industry on account of healthy industry tailwinds lead by strong plumbing & agri demand backed by robust spends in Jal Jeevan Mission. Incrementally, with higher demand for branded products, organized players are likely to outperform industry growth. 

Investors should track Q3 FY 24 results before buying.

PVC resin prices likely to remain range-bound, manufacturer’s margins are expected to remain steady. Hence, we reckon that plastic pipe industry will continue to deliver healthy growth in next 3- 5years. We prefer Apollo Pipes Ltd & Prince Pipes & Fittings Ltd from this segment.

Comparative Performance of Apollo and Prince Pipes.

This video is for education purpose only.  For investment decisions please consult your Financial Advisor. 

Date 17 Dec 2023

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Sunday, December 10, 2023

Importance and Trend Indicators - Simple Moving Averages


 


SMAs are the most used tools by Smart Investors to understand and track the trends.

The following is a list of the same with trend indicators

Moving Average Roadmap!👇

5 Day EMA- Strong Momentum

9 Day EMA- Trailing Stop Loss

10 Day EMA- Short Term Trend

20 Day EMA- Pullback Support

30 Day WEMA- Stage Analysis

50 Day EMA- Uptrend Defence Line

100 Day EMA- Big Price Dip

250 Day EMA- Value Zone

200
Day EMA- Long Term

It will be a good idea to look at shares which are above 100, 50, 20 EMA which indicates bullishness in the scrip.

While analyzing a stock we must have a method by looking at the above technical indicators.

The best metric to follow moving averages is VWAP which takes into consideration daily volumes, high low and closing prices.

Technical analysis will also help investors to understand the resistance and support levels.


IRB Infra - Avoid

IRB Infrastructure Developers Ltd won a Rs 7,380 crore contract for Hyderabad Outer Ring Road (ORR) project, under the toll-operate-transfer (TOT) model.  The revenue-linked concession period for this project is 30 years.

Hyderabad Metropolitan Development Authority (HMDA) sought global bids for the project, which attracted bids from Eagle Infra India Ltd, Dinesh Chandra R Agrawal Infracon Pvt Ltd, and Gawar Construction Ltd.

The outer ring road is a road-cum-area development project since its aim is to develop well-planned and well-connected urban settlements around the Hyderabad Metropolitan Area.

The ORR is a 158-km-long eight-lane motorway with access control and has a total of 19 access points.

The ORR connects several areas: Narsing–Kokapet–Patancheru–Medchal–Shamirpet–Ghatkesar–Pedda Amberpet–Shamshabad–TSPA–Narsing–Nanakramguda–Gachibowli.  Service roads are developed with two-lane undivided sections on both sides of the ORR.

The ORR also connects with other significant national highways and state highways.

IRB's chairman, Virendra D Mhaiskar, has revealed that the company's asset base will now exceed Rs 70,000 crore and that their share in the TOT area now stands at 37 per cent, which is the largest in India by any private player.  He pointed out that the project will be carried out via IRB's private infrastructure investment trust platform.

According to a company statement, IRB Group has been awarded the second largest single asset TOT project in India, after the Mumbai Pune Expressway project, which is also part of the company's portfolio.

Avoid IRB till clarity emerges.  Short spikes must be ignored.

The scrip did very well in last  1 year giving a return of 33% with a YH Rs.41  of and YL of Rs.22





Wednesday, November 15, 2023

Skipper Limited - Small Cap steady performer

 Skipper Ltd. has today evolved into one of the world's leading manufacturers for Transmission & Distribution Structures(Towers & Poles) in it's Engineering Products segment, a leading and respected brand in the Polymer sector as well as trusted partner for executing critical Infrastructure EPC projects. Skipper's market reach spans across 40+ countries around the globe from South America, Europe, Africa,the Middle East, South and Southeast Asia and Australia. Within India,we are a preferred manufacturer of choice for our customers pan India,from J&K to Tamil Nadu and from North East India to Gujarat.


Holistic Products that Add Value

Skipper Limited is one of the world's largest integrated Transmission Tower manufacturing companies with Angle Rolling, Tower, Accessories & Fastener manufacturing and EPC line construction. Our manufacturing capacity is the largest in India and among the top 10 in the world. Skipper Limited is a national powerhouse in the Polymer Pipe business. Under the brand name of ‘Skipper’, the company manufactures huge range of premium quality pipes and fittings, which are used in different areas such as Plumbing, Sewage, Agriculture and Borewell sectors. Additionally, it is IT enabled and a number of operations are carried out on various ERP platforms. We are fast evolving from an Eastern region to a National Brand.


Our Integrated manufacturing units, Focussed Management and Committed Production & Quality teams make us the no. 1 choice for all our customers across Products and Sectors.


Scrip had a Year High of 255 and Year Low of 70.


Returns 

1 month 2.33%

6 months 93.7%

12 months 230%


Date 15 Nov 2023


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JSW Infrastructure - Long Term Bet

 JSW Infrastructure Limited was originally incorporated as a public limited company with the name of 'JSW Infrastructure & Logistics Limited' on April 21, 2006 by the RoC, at Mumbai. Thereafter, the name of Company was changed to "JSW Infrastructure Limited" on April 2, 2008 upon issuance of a fresh certificate of incorporation in change of name by the Registrar of Companies, Maharashtra at Mumbai. 


The Company is a part of the JSW Group, a multinational conglomerate with an international portfolio of diversified assets across various sectors, including steel, energy, infrastructure, cement, paints, venture capital and sports. It scaled up business operations from a single Port Concession at Mormugao, Goa that was acquired by the JSW Group in 2002 and commenced operations in 2004, to nine Port Concessions as of December 31, 2022 across India, making us a diversified maritime ports company. 


The Company is the fastest growing port-related infrastructure company in terms of growth in installed cargo handling capacity and cargo volumes handled and the second largest commercial port operator in India in terms of cargo handling capacity. The Company provide maritime related services including, cargo handling, storage solutions, logistics services and other value-added services to customers, and are evolving into an end-to-end logistics solutions provider. It develop and operate ports and port terminals pursuant to Port Concessions. It operate 9 Port Concessions across India with an installed cargo handling capacity of 153.43 MTPA as well as operate two port terminals under O&M agreements for a cargo handling capability of 41 MTPA in the UAE.


Company came with IPO priced at Rs.119.  Shares got listed at Rs.157 a gain of 32% on listing.  Currently trading at Rs.200 as of 13 November 2023


Date 15 Nov 2023


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Ircon International Limited - Growing Order Book

 Ircon International Limited (IRCON), an integrated engineering and construction company having expertise in major infrastructure sectors including railways, highways, bridges, flyovers, tunnels, metro, railway electrification, aircraft maintenance hangars, EHV sub-stations, runways, EHV sub-stations, electrical and mechanical works, commercial and residential buildings, railway production units, development of industrial areas, amongst others. It offers Engineering, Procurement and Construction (EPC) services on a lumpsum turnkey, EPC and item-rate basis for various infrastructure projects. 

IRCON, a prominent public sector construction company in the country, has established itself as a leader in Transportation Infrastructure, particularly in the execution of Railway Projects. So far, the Company completed over 128 projects in 25 countries across the globe, and more than 400 projects in India. In the domestic market, it specializes in working in difficult terrains and disturbed regions. Furthermore, it is an active participant in prestigious nation-building projects.

Ircon International is a public sector construction company, with specialization in execution of Railway projects on turnkey basis and otherwise. After commencing business as a Railway construction company, it diversified along with its subsidiaries and Joint Ventures to roads, buildings, electrical substation and distribution, airport construction, commercial complexes, as well as metro rail works. 

The Company is headquartered in Saket, New Delhi and it has an overseas office in Malaysia. So far, Company has completed over 128 projects in 25 countries across the globe, and 398 projects in India. In the domestic market, it specializes in working in difficult terrains and disturbed regions. Furthermore, it is an active participant in prestigious nation-building projects.

Date 15 Nov 2023

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Sunday, November 5, 2023

L & T - Buy on dips


  *Jefferies on L&T*


 Buy Call

 Target Raised To Rs 3,400

 Q2 EBITDA At 4% Which Is Lower Than the Expectation

 Order Flow Was Strong At 72% YoY Growth

 Management Said Co Should Do Better Than FY24 Order Flow/Revenue Guidance

 Margin Was Revised To 8.5-9% From 9% Earlier, Lower FY24-26 EBITDA By 2-3% To Factor Same

 If Projects Reach Margin Recognition Levels Earlier, This Cut Could Surprise

 Prospect Pipeline Is Up 39% YoY

 

*CITI on L&T*

 Buy, TP Rs 3550

 Strong Order Inflows & Execution; Margin Guidance Toned Down

 Reported very strong order inflow(+96% YoY in P&M business) & revenue growth (+25% YoY in P&M business) in 2Q

 Near-term, 4QFY24/1QFY25 may face some headwinds

 

*CLSA on L&T*

 Buy, TP Rs 3600

 Order inflow spikes & capital return takes ROE 15%+

 Guidance beating 2Q: inflows up 72% and execution up 25% YoY

 Prospects spike led by GCC Capex and entry into semiconductors

 Weak link in 2Q was its E&C margin, down 78bps

 

*InCred on L&T*

 Add Call

 Target Raised To Rs 3,300

 Q2 EBITDA At Rs 5,630 Cr Up 15% YoY, 9% Above Est

 Profit Was At Rs 3,220 Cr, Up 45% YoY, Beating Est

 Management Gave Guidance Of A Strong Order Pipeline Of Approx Rs 8.8 Lk Cr

 Order Pipeline Up 39% YoY, Mainly Led By A Sharp Improvement In The Hydrocarbons Biz.


Buy on dips and add to your portfolio.


Scrip had a YH of 3114 and YL of 1970


Technically scrip is trading above 20, 50, 100 and 200 DMA


--


Date 02 June 2023


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Wednesday, July 19, 2023

Reliance Pre Merger - Buy

 


@SmartInvestor #SmartInvestor #Investing #RelianceIndustries, #RIL #Reliance


Today is the last day of trading for Reliance pre-merged entity.


A spectacular rally has taken it up 11% in the last 1 month and 14% in 6 months and 16% in last 12 months.


Buy on dips today to get Shares of Jio Financial soon to be listed after de-merger


Thursday, July 6, 2023

Prakash Pipes Limited - Slow mover


 

Prakash Pipes is in the business of manufacturing PVC Pipes and Fittings since 1981. Over the years, Prakash has emerged as a trusted brand for PVC Pipes and Fittings in the market, owing to our utmost focus on quality. We manufacture a wide range of products such as Agri Pipes, Column Pipes, Plumbing Pipes, Casing Pipes, SWR Pipes, Garden Pipes and their related Fittings.  Our products find application in irrigation, drainage, housing, and sanitation. 


The company has ventured into flexible packaging with state-of-the-art plant conforming to ISO 22000:2005, ISO 9001:2015, and BRC standards. We manufacture high performance barrier films and laminates that find application in packaging of food , beverages, oil, personal care and pharmaceutical products .


Considering the Industry trends and to further strengthen its PVC and plastic division, Prakash Pipes have forayed into Flexible Packaging to provide complete packaging solutions to its customers. 


A Flexible Packaging Unit has been commissioned at Kashipur, Uttarakhand for manufacturing laminates and pouches used for packaging consumer products like snacks, soaps, shampoos, etc. Our Packaging team works actively to evolve cost-effective and quality packaging solutions.


Prakash Pipes is committed towards constant innovations in irrigation, sewerage, and plumbing technologies. Innovations that meet the nation’s constantly increasing water demands. 


From Agri pipes to Sanitation pipes, each and every product manufactured at Prakash Pipes undergo a quality control test so as to ensure that it conforms to both international as well as Indian standards. 


Company plants are at Kashipur, Uttarakhand, is spread across 60 acres of land area, with more than 50% area being utilized for forestation and plantation.


https://prakashplastics.in/


Current Market Price - Rs.180

Year High - 199

Year Low - 134


Returns -

1 month - up 7%

6 months - 10%

1 year -  6%


Date 6 July 2023


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3i Infotech - Challenging times

 



3i Infotech – Ready to Reinvent Cloud and Digital Solutions

Poised at the cusp of a new digital era, the all-new 3i Infotech has transformed itself. In keeping with the needs and challenges of the times, we have enhanced and made relevant our portfolio of offerings to propel our customers forward in a brave new world of variables. 


It’s all about seamless workspaces, continuous connectivity, a global workforce working from anywhere, and zero-trust solutions to safeguard data integrity and privacy. Ready today for tomorrow and beyond, 3i Infotech is emerging as a leader in its chosen niche – with its solutions for enterprises of all sizes seeking digital transformation and Cloud-based solutions.


Leaders in Global IT Infrastructure Services

The service offerings at 3i Infotech exemplify a fine amalgamation of our deep domain knowledge, varied industry expertise, and extensive implementation experience.


As a global provider of IT Infrastructure services with proven global delivery capabilities, 3i Infotech has forged strategic alliances with large OEMs. 


Powered by cutting-edge technology solutions, 20+ IP-based software products, solution accelerators, tried tested methodologies, and a vast talent pool of technology experts, our services are driving business transformation for 1,000+ customers across 50 countries.


Our IT services and support enables you to save on your business funds and focus on your core business by freeing up more of your time, improving the efficiency of operations, and bringing in a new perspective to manage your IT infrastructure with innovative and problem-solving capabilities.


https://www.3i-infotech.com/


Current Market Price - Rs.34

Year High - 54

Year Low - 26


Returns -

1 month - up 3%

6 months - minus 18%

1 year - minus 17%


Small cap IT company. Avoid unless there is turnaround in business scenario for IT sector.


Date 6 July 2023


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Bharat Dynamics Limited - Great Potential

 


BDL has been working in collaboration with DRDO & foreign Original Equipment Manufacturers (OEMs) for manufacture and supply of various missiles and allied equipment to Indian Armed Forces.


2. The lead taken by the Nation to develop indigenous, sophisticated and contemporary missiles through the Integrated Guided Missile Development Programme (IGMDP), gave BDL an opportunity to be closely involved in the programme, wherein it was identified as the Prime Production Agency. This opened up a plethora of opportunities to assimilate advanced manufacturing and programme management technologies and skills.


3. Today, BDL has evolved as one among the few industries in the world having state-of-the-art facilities for manufacture and supply of Guided Missiles, Underwater Weapons, Air- borne products and allied defence equipment for the Indian Armed Forces. The Company also offers Product Life Cycle Support and Refurbishment / Life Extension of vintage Missiles.


4. BDL has graduated from being a missile manufacturer to a Weapon System Integrator and has emerged as a complete solution provider for the Indian Armed Forces.


5. BDL has four manufacturing units, out of which three are located in Telangana State (Hyderabad, Bhanur and Ibrahimpatnam) and one Andhra Pradesh (Visakhapatnam). As a part of its expansion plan, BDL is setting up one unit at Amravati in Maharashtra to cater to the growing demands of the Armed Forces.


6. BDL, with the support of DRDO, has been manufacturing various types of indigenously designed and developed missiles and underwater weapons. One such product being produced by BDL is the Akash Weapon System, a Surface-to-Air indigenous Missile, involving of a large number of supply chain partners from the industry. Similarly, The Heavy Weight Torpedo and Light Weight Torpedo developed by NSTL, DRDO, are being manufactured by BDL at its Visakhapatnam Unit with active participation from the industry. The Light Weight Torpedo is also being exported.


7. BDL is now set to produce the world class ‘Beyond Visual Range’ Astra Weapon System for the Indian Armed Forces. The weapon system has been developed by DRDO.


8. The announcements made by Government of India on ‘Atmanirbhar Bharat’’ cover a wide range of opportunities for the Indian industry paving way for a self-reliant India in the coming years. To take forward the ‘Atmanirbhar Bharat’ initiative of the Government, BDL has taken up several measures such as creation of Seeker Facility Centre and Warheads production facility at BDL, launch of indigenously designed and developed equipment by BDL namely, Konkurs Launcher Test Equipment and Konkurs Missile Test Equipment, setting up of new facilities like Surface – Mount Technology, ‘High Performance Computing facility’ at BDL premises, issue of ‘Expression of Interest’ for the items to be indigenized. These measures will not only contribute towards the realization of ‘Atmanirbhar Bharat’, but also result in substantial saving of foreign Exchange for the Nation.


9. Among the various policies announced by the Government in Defence sector, the creation of negative list of imports will also develop the defence manufacturing sector. In this direction, BDL has successfully achieved significant levels of indigenization for the "all-time import items" of the weapon systems being currently supplied to the Indian Army. BDL is also offering various items for indigenization of various missiles to the industry including MSMEs.


10. The Company is also extending its technical support to its vendors including providing test facilities available with BDL. The procedures have been streamlined to encourage active participation of ‘start ups’. BDL is also working with DRDO for Transfer of Technology for products like Infra-Red Flares, which are a part of Counter Measures Dispensing System to be manufactured and offer to Indian Armed Forces as a ‘comprehensive counter measure solution’. These items are currently under import category.


https://bdl-india.in/


Current Market Price - Rs.1117

Year High - 1247

Year Low - 665


Returns -

1 month - minus 3%

6 months - 19%

1 year - 61%


Company is performing well and is likely to grow further from the current levels.  Buy on dips


Date 6 July 2023


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SIS Limited - Better business visibility

 


SIS Security Solutions India

No one covers the Nation like us

SIS Group Enterprises is an essential solutions market leader, offering a gamut of comprehensive technology-enabled security solutions across multi-segments – pan India.


With a presence in Asia-Pacific and over 4 decades of industry know-how, the company delivers world-class service quality and compliance assurance across 630 districts in India. Through its innovative and proprietary applications, SIS Security delivers world-class security solutions across 33,128 sites.


The group provides security personnel for specialized guarding, technology-enabled Security Solutions, e-surveillance, system integration, alarm monitoring and response services to a wide range of customers across the private and public sector undertakings across the country.


SIS Group Enterprises provides technology-enabled solutions, that provide our customers with better visibility, real-time accountability, more control and ultimate transparency.


Through our strong network of trusted OEMs and world-class technology partners and JVs, we have successfully installed various Tech solutions across 4240 sites, across 1100+ customers in India. Our interoperable AI-enabled video and IoT-enabled access providers help to build more custom solutions to our customer’s needs.


The keyless door entry access and AI-enabled visitor management platform work in a SaaS environment to deliver best-in-class tech solutions.


Our biometric authentications, from fingerprint scanners and palm thermo-sensors to facial and iris recognition, have bolstered technology adoption while optimizing cost and bringing greater efficiency to our customers.


Be it contractual staff management at manufacturing plants or vehicle pass management in large warehouses, inventory, or fire audits, our digital solutions have been designed to bring greater efficiency to the security of the premises.


With our state-of-art drones, we can cut back on human involvement in often-dangerous situations, while bolstering safety at the same time. Our security experts even provide retrofitting existing systems and upgrades of old systems as well, thereby covering all challenges of security needs.


https://sisindia.com/


Current Market Price - Rs.423

Year High - 480

Year Low - 318


Returns -

1 month - 5%

6 months - 11%

1 year - minus 6%


Company is performing well and is likely to grow further from the current levels.  Buy on dips


Date 6 July 2023


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BCL Industries - steady growth

 



Oil Seed Crushing Unit

We are one of the leading vertically integrated plants in the country with the capacity of processing 1000 metric tonnes per day.


Solvent Extraction Plant

The only company in India and the South Asian region that has a forward and backward integrated distillery ethanol plant.


Edible Oil refinery for Refined Oil

Open your doors to a world that mirrors life as it is supposed to be, where you can relax to the music of the wind and sleep deep…


Physical Refinery to process CPO

An unprecedented revolution is sweeping across the globe for publishing through information technology, telecommunication…


Physical Refinery to process RB OIL

An unprecedented revolution is sweeping across the globe for publishing through information technology, telecommunication…


Rice Sheller

We are one of the leading vertically integrated plants in the country with the capacity of processing 1000 metric tonnes per day.


Distillery-Ethanol Industry

The only company in India and the South Asian region that has a forward and backward integrated distillery ethanol plant.


https://www.bcl.ind.in/


Current Market Price - Rs.508

Year High - 534

Year Low - 278


Returns -

1 month - 6%

6 months -36%

1 year - 33%


Company is performing well and is likely to grow further from the current levels.  Buy on dips


Date 6 July 2023


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Lemon Tree Hotels - Bright future


 


Lemon Tree Hotels Limited is India’s largest hotel chain in the mid-priced hotel sector, and the third largest overall, on the basis of controlling interest in owned and leased rooms, as of June 30, 2017, according to the Horwath Report. We operate in the upscale segment and in the mid-market sector, consisting of the upper-midscale, midscale and economy segments. We deliver differentiated yet superior service offerings, with a value-for-money proposition.


LTHL opened its first hotel with 49 rooms in May 2004 and currently operates ~8,550 rooms in 91 hotels across 57 destinations, in India and abroad, under its various brands viz. Aurika Hotels & Resorts, Lemon Tree Premier, Lemon Tree Hotels, Red Fox Hotels, Keys Prima, Keys Select and Keys Lite. As the current pipeline becomes operational, LTHL will be operating ~10,450 rooms in 106 hotels across 64 destinations, in India and abroad.


Lemon Tree Hotels, including Keys Hotels, are located across India, in metro regions including the NCR, Mumbai, Kolkata, Bengaluru, Hyderabad and Chennai, as well as numerous other tier I and II cities such as Pune, Ahmedabad, Chandigarh, Jaipur, Indore, Aurangabad, Udaipur, Vishakhapatnam, Kochi, Ludhiana, Thiruvananthapuram and Vijayawada. The company expanded internationally with hotels opening in Dubai in December 2019 and in Bhutan in February 2020. New hotels are also set to open internationally in Bhutan and Nepal.


To know more, visit lemontreehotels.com


1. Aurika Hotels & Resorts

Aurika Hotels & Resorts is the upscale brand of Lemon Tree Hotels. The brand curates extraordinary experiences in a stunning ambience. Aurika hotels are stylishly elegant yet comfortably informal, allowing you to be just as relaxed as you wish. With an emphasis on design, Aurika hotels are a reflection of the soul of the destination where they are located, and each has its own personality. These hotels feature new-age dining and innovative entertainment options, complemented by invigorating fitness and wellness facilities, that add a sparkle to your stay. The smart, attentive team enhances your experience with efficient service, while still respecting your privacy. The essence of the brand is reflected in ‘beyond the unusual’. Inspiring spaces, flawless delivery and cutting edge technological solutions ensure that you can work, play and relax effortlessly.


2. Lemon Tree Premier

The plush and spacious interiors at Lemon Tree Premier take the zing up a notch. This chain of upper midscale business and leisure hotels elevates the Lemon Tree experience while retaining the same freshness, quirkiness and energy that Lemon Tree is well known for.


Lemon Tree Premier pampers the style conscious and upbeat traveller with its personalized services, premium in-room amenities, award winning restaurants and fun experiences.


3. Lemon Tree Hotels

Lemon Tree Hotels are midscale business and leisure hotels that uplift your spirits at the end of a long day. Like the fruit they are named after, Lemon Tree Hotels are fresh, cool and sparkling with zest.


Cheery greetings, a friendly smile and a whiff of the signature lemon fragrance welcome you at Lemon Tree. This stylish business hotel with fresh and bright interiors refreshes you with its witty humor and spirited environment.


Lemon Tree’s ‘close to home’ comfort helps you unwind with its smart in-room amenities, vibrant cafĂ©, recreation bar, pool and fitness center. All this, at an unbeatable value.


These two brands offer:


An exciting range of dining options:

• Citrus CafĂ© (all hotels) the bright and inviting 24x7 (most hotels) coffee shop offers an eclectic Indian and international menu.

• Slounge (select hotels) the recreation bar, offers a fun memorable way to chill and have a spirited night out.

• Republic of Noodles (select hotels) the award winning pan Asian restaurant offers the best of popular food from Thailand, Vietnam, Singapore, Cambodia, Indonesia and Myanmar.

• Kebab Theater (select hotels) brings you traditional mouth watering kebab delicacies from provincial cuisine across India.

• A fitness center (Life Fitness equipped), a refreshing swimming pool (where available) and a rejuvenating spa-Fresco (where available) promise to keep you feeling as freshas-a-lemon.

• A well equipped business center and meeting rooms make business on the move more productive.


4. Red Fox Hotels

Red Fox Hotels welcome you with its fresh bold interiors as well as crisp and clean rooms. These economy hotels delight you with its unbeatable value and reliable safety standards. Here friendly smiles and a lively environment go hand in hand with professional service.


The business facilities at Red Fox Hotels include hi-speed WiFi, Cyber Kiosk, Clever Fox Café, an efficient meeting room, a well-equipped gym and laundry service.


Hotels that are young at heart, Red Fox lets you be yourself whether you are working on your laptop or winning a game of carom in the lounge. Add to this, Clever Fox CafĂ©’s scrumptious food and the hotels' ‘close to home’ environment - these hotels become the first choice for price conscious travelers.


5. Keys Prima

This premium brand, offers stylish features and excellent service. These hotels feature a spa, salon, swimming pool and an array of cuisines.


6. Keys Select

This popular brand offers comfort and convenience, for both business and leisure travelers. The promise includes a warm welcome, efficient service, impeccable hygiene, delectable food and a good night’s sleep.


7. Keys Lite

This budget brand is targeted at smart consumers who look for affordable and stress free accommodation when they travel. These hotels offer hygienic rooms, multiple amenities, a selection of delicious food, safety and security for the price conscious traveler.


Current Market Price - Rs.93

Year High - 103

Year Low - 63


Returns -

1 month - 1%

6 months - 17%

12 months - 43%

Hotel indusry is doing good and investors can accumulate around 90 levels for a target of Rs.120 for a holding period of 4-6 months.

Date 6 July 2023

This post is bought to you by Smart Investors - Indias Most Knowledgeable Equity Researchers.


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