Thanks @Aditya_Chugh for initiating this thread.
Looks generally undervalued comparatively.
But the question is , is it warranted considering its history, size, and also the trajectory of Multiplex screens industry? their growth projections makes it worth exploring.
I have couple of quick questions,
what does it mean by fully fitout and tied up? does it mean they are just acquiring some existing local screens that are operated by small players?
And they(management) keep emphasizing low capex model, what does it mean ? how does it their Rs2.5cr per screen compare to others, is it an additional spending after acquiring fitout and tiedup?
Is ATP of Rs270 per show (I assume there can be 4-5 shows per screen as per PVR reprt) or per seat /day?
Is it possible to get the break up of avg cost towards producer/distributer per ticket? whats the cost per ticket towards entertainment taxes and other regulatory charges?
Unfortunately this industry is capital intensive and low has returns.
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