Morgan Stanley On Indian Economy:
Growth in GDP of 7.4% and GVA of 6.8% higher than expected
Improved industrial activity with manufacturing and
construction leading growth
Expect growth to moderate due to weak global demand
Monitoring domestic policy trends and global tariffs
Godrej Properties: Aquires 14-acre land parcel
in Kharadi - Wagholi, Pune.
The project will have an estimated revenue potential of Rs
4,200 Cr.
BOFA Sec Says Indian govt would not want
telecom sector to turn into a duopoly
We are optimistic that India will remain a 3-player market
Next round of tariff hikes should be in the range of 15%
India is the only market where tower co trades at a discount
to the telecom company
Competitive intensity in ecommerce/quick commerce should
reduce in next 12 months
JEFFERIES ON ADANI GROUP:
FY25 was the year of consolidation for Adani Group with
EBITDA growing 14% year-on-year (5-yr CAGR: 25%+)
Group leverage inched up slightly as capex accelerated
across entities
Raised $2 bn in equity and more recently completed $750mn
bond Praise, subscribed by marquee global investors
FY25-FY27 EBITDA estimated to grow at 22% CAGR
SAMHI HOTEL GUIDANCE:
Revenue Growth Expected continued double-digit growth, driven by demand recovery and new assets.
Margins expected to improve with operational leverage, new
openings, and premium brand repositioning.
Asset Expansion: New rooms from acquisitions (Trinity,
Caspia) and conversion to brands like Westin, Tribute Portfolio, W.
Expansion of existing hotels in Hyderabad and Pune.
Debt & Liquidity: Strengthened by GIC investment; Net
Debt/EBITDA targeted below 3.0x.
Sponsor
This Content Sponsored by Buymote Shopping app
BuyMote E-Shopping Application is One of the Online Shopping App
Now Available on Play Store & App Store (Buymote E-Shopping)
Click Below Link and Install Application: https://buymote.shop/links/0f5993744a9213079a6b53e8
Sponsor Content: #buymote #buymoteeshopping #buymoteonline #buymoteshopping #buymoteapplication
No comments:
Post a Comment