36.5% decline to Rs29bn) while the Adj. FMCG story remains intact with 34% sales growth and 170bps margin expansion led by segments like Atta, Biscuits, Noodles, Dairy and Hygiene products. API segment grew 20.4% YoY to | 189 crore. The user assumes the entire risk with respect to the use and results of such use. Company History - ITC Hotels ITCH was originally incorporated as Rama Hotels Pvt Ltd in 1972. Valuation in simple words is the process of estimating what something is worth. You waive all defenses of lack of jurisdiction, venue, or forum non-convenience. Discretionary OOH categories declined 25%, Margins expand 170bps to 7.6% ITC PAT beat has been led by better than expected performance in Cigarettes, Agri and Paperboard business and 44% growth in other income. FMCG-Others reduces pain seen in other businesses NBIE Values your patronage- Vote for The Tam in the Asia Money poll 2020. Other than the Hotels segment, progressive... Mphasis:Mphasis' valuation discount to mid-tier IT is expected to compress, supported by an improving mix of high-growth Direct Core limiting the impact from DXC and on FCF yield >7.5%. Although the website may be viewed world-wide, it is governed by the laws of India. Maintain ADD. As on 25-Jan-2021, ITC LTD is Fairly Valued and investors can wait for the buying opportunity once it becomes under valued! Due to the nature and speed of information, we cannot guarantee that the information is accurate, complete or up-to-date. -2.90 FMCGOthers Segment delivered a strong performance driven by Staples, Convenience Foods and Health & Hygiene products, leveraging the strong equity of the Company's brands and a robust portfolio of relevant and innovative products. (-1.38%). EBITDA margins contracted 512 bps YoY to 24.7% (I-direct estimate: 22.2%) mainly due to lower gross margins and higher R&D; costs. - The founder has not engaged in market making activity for the subject company in the past twelve months. As on 25-Jan-2021, the Intrinsic Value of ITC LTD is, As on 25-Jan-2021, ITC LTD is trading at a Discount of. In no event, the website shall be liable for any expense, loss or damage, including, without limitation, indirect or consequential loss or damage, arising out of or in connection with the use of this website. The practice was rechristened … - See 6,178 traveler reviews, 4,034 candid photos, and great deals for ITC Mughal, Agra- a Luxury Collection Hotel at Tripadvisor. (3 new), The Indian Railways Prime Lender Goes Public, RELIANCE INDUSTRIES LTD. - 500325 - Compliances-Reg. The information on this site is for educational purposes only and is not investment/trading advice/research and may be delayed. Our TP of Rs 170 is based on 12x June-22E EPS. Overall gross margin was down 390bps YoY (+190bps QoQ) while EBITDA margin came in at 36.3%, down 280bps YoY (est. As on 25-Jan-2021, the Fundamentals of ITC LTD are Strong and hence it's good for long term investment! Hence, companies with a strong presence and diversified offerings in e-comm will do well. ITC has also entered the coffee and chocolates markets at the top-end luxury segments — via boutiques at ITC’s hotels and a few select malls. Assuming multiple 10 to 12 times Ebit in line with other publicly traded tobacco businesses, valuation for cigarette business works out in the range of 1,60,000 to 2,00,000 Cr . Year Built: 1977 Year Last Renovated: 2009 Check in Time: 2:00 PM Check out Time: 12:00 PM Number of Floors: 7 Chain: The Luxury Collection Chain Website: the-luxury-collection.marriott.com ITC Maurya, a Luxury Collection Hotel GDS Hotel … Ecomm will continue to gain pace as consumers remain wary about venturing into crowded MT stores. The business still earns 90% of the company's bottomline. - Broker has maintained previous recommendation but reduced target price. As non-cigarette FMCG business scales up, its OPM is expected to improve further... Q2FY21 standalone revenue jumped 26.0% QoQ (+1.2% YoY) aided by growth in FMCG, Hotels and Paper businesses as economy opened up. - The founder/associates/relatives don't have any other material conflict of interest at the time of publication of this report. volume decline). PAT declined by relatively lower 26.2% YoY to Rs23.4bn (est. Disclosure with regards to receipt of compensation: Equity investments are volatile and high risk in nature. 18.4% decline to Rs32.8bn). 10 each.... ITC Ltd.'s profit misses estimates, Q2 PAT declines 20% to Rs 3,232 cr Net sales fell 3.81% to Rs 11,098.24 crore in Q2 September 2020 over Q2 September 2019. ITC WelcomHeritage won the Best Heritage Hotel Brand award in 2006. (eg. ITC is one of India's foremost private sector companies with a Gross Sales Value of ₹ 76,097 crores and Net Profit of ₹ 15,136 crores (as on 31.03.2020) with presence in FMCG, Hotels, Packaging, Paperboards & Specialty Papers, Agri & IT Businesses. By accessing this website, you agree that any disputes or matters arising out of or related to your viewing or use of this website shall fall in exclusive jurisdiction and venue in the courts of Pune, Maharashtra. Rural demand was the key driver of growth across channels and categories. Maintain BUY. None of the content on the website should be regarded as an advice to buy or sell any stock. Company Financial Data Source: Accord Fintech. VIEW/DOWNLOAD the Smart Investing Checklist! Financials of THE INDIAN WOOD PRODUCTS COMPANY LTD. What are the Frequent Comparisons with ITC LTD. After the onset of FY 2020, the Indian hotel industry is anticipated to expand at a promising rate, since India will be hosting the ICC Men’s World Cup in 2023, which would increase the foreign tourist footfall in the country. Smart-Investing.in © 2019    Made with Love in India, Contact Us : Customers: [email protected] Partnership : [email protected], Disclaimer EBITDA declined 5.5% YoY to | 413 crore against I-direct estimate of | 366 crore. Three new hotels will be included in the recently renewed agreement Edison, NJ -- -- 03/03/2020 -- A Qualitative Research Study accomplished by … Reinforcing its globally acknowledged Responsible Luxury ethos, ITC Hotels announces the launch of its WeAssure initiative in collaboration with medical professionals and disinfection experts to further enhance the existing hygiene & cleaning protocols across all ITC Hotels.A similar programme has been implemented for Welcomhotels as well. Cigarette (Cig.) It is sun-dried, natural sea salt,” Puri says. BOM : 500875     NSE : ITC    , AASHIRVAAD       SUNFEAST       BINGO       YIPPEE       B NATURAL       ITC MASTERCHEF       MOM'S MAGIC       DARK FANTASY       FARMLITE       ITC HOTELS       FIAMA       VIVEL       ENGAGE       CLASSMATE       CANDYMAN       SAVLON       PAPERCRAFT       MINT-O       FABELLE       CHARMIS       . 366 crore (margins rose 300 bps to 9.7%). 26% decline to Rs23.5bn), helped by higher other income (up 44.6% YoY) and lower tax rate at 25.1% vs 34% in the base quarter. 5,131cr (-6.5% YoY). ... ITC Limited engages in the fast moving consumer goods, hotels, paperboards, paper and packaging, agri, and information technology (IT) businesses in India and internationally. List of Associates/Relatives: PAT growth has still been better in high single-digits led by the Expected dividend yield of 5-6% over the next two years and the apparent relief of cigarette sales bouncing back to near pre-COVID levels are not clear positives due to (a) persistent global ESG concerns on cigarettes (85% of EBIT in FY20), (b) overhang of further GST increase on cigarettes, (c) ITCs valuation premium to global tobacco majors like Philip Morris (trading at 15.2x one-year forward P/E) and BAT (at 8.1x), and (d) continuance of weak earnings trajectory (6.6% PBT CAGR over the last 5 years). 260 based on SOTP valuation. ITC Hotels was named the Best Premier Hotel Brand at the Galileo-Express TravelWorld Awards 2008 & 2006. A firm that generates higher ROIC % than it costs the company to raise the capital needed for that investment is earning excess returns. Near Mall Road. Please look at the other parameters such as Valuation, Price Momentum, News & Corporate Governance and/or consult an Investment Advisor before taking an investment decision! Spouse : Mrs. Akanksha Singh Available Sample Report in PDF Version along with Graphs and [email protected] https: ... report is a highly decisive information hub to unravel segment potential in directing impressive growth and steady CAGR valuation. Price to Earnings (PE) ratio. COVID-19: U.S. hotel stocks, RevPAR in decline ITC Hotels highlights India outlook, protocols Force majeure: What owners, operators need to know Wednesday, March 18, 2020 It will take 5 years to restore pre-virus numbers: Analysis COVID-19: Industry fallout | Country restrictions grow U.S. hotel CEOs to White House: ‘Urgent action’ needed US operator Marriott, which has 32 hotels … Which will accrue long-term returns ITC Hotels Launch the Biryani and Pulao Collection to reach out to Larger.... 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