Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Jefferies on Indian Hotels (Investor meet takeaways)
Buy, TP raised to Rs 380
Raise FY23-25 EBITDA est. by 14-19%
Runrate of occupancies/ARRs strong
Confident on margins, biz mix under Ahvaan-25 strategy
Focused on BS/FCF
Resolution for Int’l & Searock Inv in 2-3yrs

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!