Q2 results are out. Though the sales of the engine has decreased compared to the last year's same quarter, profitability has increased a little bit. Shows the prudence of the management in controlling costSWARAJENG_press.pdf (699.7 KB). With two states declaring drought officially, short term concerns are there. But pretty confident that management would ride this through without any major problems.
Valuable inputs are invited
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Most of their outlets are rented. This makes them very vulnerable to lease rentals. They face competition from Barista, Bru etc and the competition will only grow. The valuation of the company is high. If you like it, you will almost certainly get it at a lower price. This is the sort of company to look at in a beaten down market, where it can be priced much lower. It can be a good long term growing brand.
I do not agree with someone in this thread who sees the political links of the company as negative. It is impossible for Indian companies to grow to this extent without dealing with politicians. The political link is in fact a positive.
affordable and cheaper healthcare is a political win win for all parties,.older the population gets the more affordable medicines they will require.usfda is a blessing in disguise for indian pharma as it has raised the quality of indian pharma cos in all respects, so i feel no need to worry.the healthcare industry in the usa is unanimous that they need to bring down costs of health care.
INDIGO have passenger load factor PAX of 87% and over 14 million passengers flown this year.
IndiGo is being valued at over ₹25,000 crore or more now, which is nearly four times the combined market cap of SpiceJet and Jet Airways.
IndiGo stuck to ordering a single type of aircraft. The mother of all low-cost carriers — Southwest Airlines of the US — pioneered this practice by buying only Boeing 737 in large numbers at a discount. IndiGo has followed the same strategy. It placed a 100-aircraft order, all of them Airbus 320. Consequently, it saves millions in maintenance costs, spare parts inventories and pilot, crew and mechanical training. This gives the airline the unique flexibility of being able to deploy its existing fleet of 96 aircraft throughout the route network, replace them in no time and deploy pilots and crew anywhere without costly disruptions and reconfigurations.
IndiGo enjoys best in class operating margin in the industry,
thanks to lower running costs
IndiGo’s rise to the top came amid a weak competition and a spate of failed mergers
Among all the domestic players, Indigo has placed a record order for fuel-efficient aircraft
“The Value Elephant” published by Penguin Random House has details of EP computation and its application in investing and management. The book might help you
hi i have not given detailed summery of indigo . as i am new to this forum . investing from last two years actively ....started investing since 2010.please any one can have a look about indigo and guide us so i can have a deep dive in indigo upcoming IPO.
IPO will open on October 27 and close on October 29.
InterGlobe Aviation, owner of the country's largest (by market share) and most profitable airline, IndiGo, has set the price band of its initial public offering of equity at Rs 700-765 a share, sources said. The sale could fetch up to Rs 3,268 crore, a valuation of Rs 25,700 crore. The share sale is expected on October 27-29.
Red Herring Prospectus
http://indiamicrofinance.com/wp-content/uploads/2015/10/indgo-airlines-prospectus.pdf
Even so, IndiGo reported a negative net worth of Rs.139.38 crore as of 30 June.
The company, in its share sale prospectus, clarified that its shareholders’ funds declined from Rs.426.22 crore as of 31 March.
“This negative net worth reflects the 30 June 2015 payout of an interim dividend of Rs.1,207.08 crore for fiscal 2016, which was offset by profit after tax of Rs.640.43 crore in the three months ended 30 June 2015,” IndiGo said.
“If this financial position continues, it may make it more difficult or expensive for us to obtain future financing or meet our liquidity needs. Further, there can be no assurance that we will be able to achieve a positive net worth in the period going forward,” the airline added.
Mint could not immediately contact the airline for a comment.
