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Posts tagged JMFICS research reports

Juniper Hotels is targeting 3x revenue by FY30. Buy for target price of ₹410 (29.7% upside): JMFICS



Juniper Hotels share price target

We attended the analyst meet hosted by Juniper Hotels wherein the company highlighted its vision to double the room inventory to c. 4,000 keys by 2030. With the portfolio growing to ~2x of its current size, the management is targeting to grow revenue and EBITDA by 2x/3x in 3/5 years respectively driven by (i) ramp-up in existing portfolio, (ii) ROFO assets (iii) commissioning of new hotels at Bengaluru (Phase I and II), Kaziranga and Guwahati and (iv) planned acquisition of brownfield big box assets.

Zinka Logistics Solutions has robust growth with sustained operating leverage. Buy for target price of ₹590 (28.3% upside potential): JMFICS



Zinka Logistics Solutions has robust growth with sustained operating leverage. Buy for target price of ₹590 (28.3% upside potential): JMFICS

BlackBuck reported a strong quarter with an even stronger margin expansion. As discussed in our IC note, the company continues to demonstrate the advantages of a recurring revenue led business model with cross-sell driving rampant operating leverage. BlackBuck reported INR 1.22bn revenue (+31% YoY / 7% QoQ) with strong growth in its Core business (+28% YoY) further amplified by 50% YoY growth in Growth businesses. Company also delivered strong operating metrics such as 17%+ YoY growth in monthly transacting truck operators (0.77mn as of 4QFY25) and 26% growth in truckers using 2 or more services

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