As it’s said:
Data is the New Oil.
If its true, then the companies which enter into this segment early, will benefit the most.
D-Link seems to be doing the same.
Prepared some notes, have a look.
D-Link India Ltd.docx (5.9 MB)
As it’s said:
Data is the New Oil.
If its true, then the companies which enter into this segment early, will benefit the most.
D-Link seems to be doing the same.
Prepared some notes, have a look.
D-Link India Ltd.docx (5.9 MB)
@RajeevJ are you still following this company ? If yes, what are your thoughts about the sustainability of their margins and potential risk of regulation and alternatives
The company has guided that they will grow at 20% over the next 2 years with ~22% operating margins.
My expectation is that the company will probably achieve the above guidance, but the PAT could be flat in FY25 due to higher tax.
The future revenue streams look interesting
The last couple of days gave a good entry point.
The B2G nature of the business however is a big risk.
Disc: Invested
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Khopoli is an industrial city in the Khalapur taluka of Raigad district, in the Indian state of Maharashtra, at the base of the Sahyadri mountains. Patalganga River, which is the tailrace channel of the Tata Hydroelectric Power Station, flows through Khopoli,. This is the city where Imagicaa is located which is around 70Kms from Mumbai.
It is India’s 1st Global Scale Theme Leisure & Entertainment Destination. Its flagship Imagicaa park spread over 110 acres, an all-weather family entertainment destination comprising Theme Park, Water Park, Snow Park, and a 5-star Hotel – Novotel Imagica.
Currently, it attracts guests from Mumbai, Pune and the rest of Maharashtra and Gujarat, which are some of the more economically developed areas in India.
Revenue Segments
The major source of revenue, more than 50% is ticket revenue and the second largest is from food and beverages (20% plus). The remaining revenue comes from hotel room, merchandise etc.
Imagicaa Theme Park
The theme park has 26 indoor & outdoor rides and attractions, and 5 F&B outlets to choose from, It has rides such as Mambo Chai Chama, Tubbby Takes Off and WagonO-Wheels for the kids, and massive roller coasters and high-speed adventurous rides such as Scream Machine, Nitro and Gold Rush Express for grown-ups.
Imagicaa Water Park
Located next to the Theme Park, Imagicaa Water Park is Inspired by the Greek Mykonos theme, Imagicaa Water Park welcomes visitors with 15 thrilling rides like the Loopy Whoopy, Swirl Whirl and Twisty Turvy and 4 exciting restaurants.
Imagicaa Snow Park
Spread over 40,000 sq feet, Imagicaa Snow Park is India’s largest, with real snow fall and a 50-foot dome. It has a variety of activities for guests visiting for a typical 45 minute session. Guests can enjoy the magic of snow by playing basketball, sliding down toboggans and rafts, climb the rocky snowy mountains etc.
Novotel Imagicaa
Imagicaa has a 287 room Hotel – Novotel Imagicaa is adjacent to the park, which offers attractive 1 Night and 2 Night stay packages as a basecamp for guests to relax and enjoy the destination. The hotel also boasts of a swimming pool, hi-speed Wi-Fi access, children’s activity centre, specialty themed restaurants, well-equipped gym and banquet halls for hosting up to 600 people at a time.
Footfall and Average Realization
Footfalls during FY23 recorded were 1.36 Mn compared to 0.32 Mn in FY22 which was affected by covid. Average realization per visitor (weighted average for Theme Park & Water Park put together) for FY23 was Rs.1543 as compared to Rs. 1568 for FY22. The decline in total ARPU was due to lower Ticket ARPU during FY23.
In 2022 , Malpani Group acquires shares in Imagicaa. The acquisition was consummated through a debt resolution process outside NCLT, in accordance with the RBI’s Prudential Framework for Resolution of Stressed Assets. This has resulted in Change in promoter
Hitesh Sir…
I think pharma comapnies mainly in API manufacturing/processing are available at reasonable valuation
I think Neuland Labs can do better in future
Please provide your views also on this
hahahaha… i wish i would have read this earlier. i bought 1 lot of this at 120 for 1,20,000rs and after a busy month i saw my portfolio it valued just 20000rs.
A nice lesson i learned from this SME company.
Why Autoriders International Ltd is not appearing in the list when simply screening for only one parameter:
Market Capitalization >=0
Market Capitalization >=0 , should list all listed companies…Why it’s missing in the list?
In its Q4FY24, the company’s margin guidance was disappointing at 22-25% vs. current level of 30%+. They are venturing into newer geographies which has led to higher working capital already and looks like they may compromise on margins as they get into UP and other terrritories. Other things look promising.
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