Looks like a good value to me at this price…For the full year they should do a PAT in excess of 150 cr and the Mcap is ~2000 Cr.
a) They might have headroom to improve ARPU by means of improving pricing and increasing non ticket revenues < F&B, merchandise sales>
b) Opening of new parks
c) < Maybe not immediate> Getting into management contracts with other parks in the country. The management has talked about this aspect but not sure how aggressively they are scouting for potential options- I feel this lever can significantly help them scale fast.
Disc: Invested
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