Great video brother! Much awaited. Ek question hai: company ka ESOP cost kam ho rha hai and aagey jake aur bhi kam hoga. Plus, inka finance cost bhi neeche ja rha hai (hopefully aisa hi rahega agr ye aur debt raise nahu krte) Aap kitna EBITDA and PAT estimate kr rahe ho FY26 and FY27 ke liye? A guess if things go as expected. Just wanted to see if you’ve run these numbers. Thanks!
@@akashchoudhary9657 thank you Akash. I didn't run numbers because a lot of inventory will come live now and it's hard to predict the numbers. But I can tell you that their cost of funds is at 9.5% and debt is long term (10+) years. Finance costs might not escalate much from this point unless of course they take on more debt. No idea about how ESOPs will move but it should remain manageable. PAT should ideally grow from this point onwards.
Amazing video, Tushar! :) I'm already invested in Samhi (have been tracking it since last quarter), but I was thinking of topping up with a small amount. Do you think it’s better to wait for the Q3 numbers before doing so?
Hi Vaibhav, I seriously avoid suggesting what to do because I also go wrong at times. In my opinion, H2 should be better. It has historically been better. Rest, investing decision should only be yours.
@@EquitiesSamjhoIn October's first week concall, they mentioned partner would be finalized in a week. I took a look at their website in list of hotels
Great video brother! Much awaited.
Ek question hai: company ka ESOP cost kam ho rha hai and aagey jake aur bhi kam hoga. Plus, inka finance cost bhi neeche ja rha hai (hopefully aisa hi rahega agr ye aur debt raise nahu krte)
Aap kitna EBITDA and PAT estimate kr rahe ho FY26 and FY27 ke liye? A guess if things go as expected. Just wanted to see if you’ve run these numbers.
Thanks!
@@akashchoudhary9657 thank you Akash. I didn't run numbers because a lot of inventory will come live now and it's hard to predict the numbers. But I can tell you that their cost of funds is at 9.5% and debt is long term (10+) years. Finance costs might not escalate much from this point unless of course they take on more debt. No idea about how ESOPs will move but it should remain manageable. PAT should ideally grow from this point onwards.
@@EquitiesSamjho Thanks so much, bhai! Really appreciate your input!
Thank you so much for such an insightful video!
You’re most welcome Ritveek ☺️
Amazing video, Tushar! :) I'm already invested in Samhi (have been tracking it since last quarter), but I was thinking of topping up with a small amount. Do you think it’s better to wait for the Q3 numbers before doing so?
Hi Vaibhav, I seriously avoid suggesting what to do because I also go wrong at times. In my opinion, H2 should be better. It has historically been better. Rest, investing decision should only be yours.
Great video!! Make a detailed video on Tracxn Tech
not tracking the company
Hi bro.
Share u r view on Electrosteel Casting. if time available please do the analysis.
Hi, I’m not tracking the company
I think, Holiday Inn manage karega ITPL Whitefield ki property
Not possible. Holiday Inn caters more to mid-scale. It has to be upscale.
Correct , in October they acquired Inmar tourism with 142 rooms + surplus land for 200 rooms to upscale and this will be managed by Holiday Inn
Tushar do they disclose how revenue split happen between samhi and brand operating there hotels like Hyatt,Sheraton,courtyard
@@EquitiesSamjhoIn October's first week concall, they mentioned partner would be finalized in a week. I took a look at their website in list of hotels
@@VikashKumar-gb1ed no I don't think so, that's very strategic. At least I've not seen them share their revenue split
Nice
😃
Yatharth hospital Concall ke upar video Sir
ayega… but please try to understand that there are so many businesses to cover for me. i will make a video on Narayana and Yatharth soon.