Nifty Infra News and Updates

Name: Latest research reports of Indian Hotels Company Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: Indian Hotels Company Ltd.
Rating: 5
Author: Motilal Oswal

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Indian Hotels Company Ltd.

05 May 2025

766.95

-0.42%

Ending FY25 on strong footing; outlook remains positive

Buy: Indian Hotels Company Ltd.

Target

Motilal Oswal

Indian Hotels (IH) reported strong consolidated revenue growth of 27% YoY in 4QFY25, led by healthy RevPAR growth of 16% (ARR up 14% and OR up 100bp YoY) in its standalone business. Like-for-like consol hotel revenue/TajSats growth stood at ~13% each YoY. Management contract revenue rose 10% YoY to INR1.6b.

Number of FII/FPI investors increased from 1006 to 1057 in Mar 2025 qtr.

Adani Ports & Special Economic Zone Ltd.

04 May 2025

1383.40

0.85%

Adani Ports aims to scale up marine, logistics, agri-logistics arms: CEO

Business Standard

Adani Ports and Special Economic Zone (APSEZ) managing director Karan Adani has said that India's biggest private port operator is focusing on scaling up its marine, logistics and agri-logistics businesses. In an interview with PTI, Adani said that APSEZ, the flagship company of the Adani group, will invest Rs 13,000 crore in Vizhinjam International Seaport in phase 2, which will take this deep-water port's cargo handling capacity from current 1.2 million TEUs (twenty-foot equivalent units) to almost 5 million TEUs by 2028. Prime Minister Narendra Modi on May 2 commissioned the Vizhinjam International Seaport which was completed at an estimated cost of Rs 8,867 crore. "Within APSEZ, we have three big verticals that we are building on -- marine business, logistics business and agri-logistics business," he said. While pointing out that APSEZ is the the largest operator in the country in marine business, Adani said, "the idea now is to keep scaling that (marine business) business up .

Adani Ports & Specia.. has an average target of 1577.50 from 7 brokers.

Bharti Airtel Ltd.

04 May 2025

1840.00

0.32%

Bharti Airtel, Tata Group call off talks for merger of DTH business

Business Line

Airtel said that the two parties were not able to find a satisfactory resolution.

Bharti Airtel Ltd. has gained 43.27% in the last 1 Year

Bharti Airtel, Tata Group call off discussions for merger of DTH business

Business Standard | 04 May 2025

Godrej Properties Ltd.

04 May 2025

2095.10

-1.13%

Revenue beat; highest-ever quarterly bookings

Buy: Godrej Properties Ltd.

Target

Motilal Oswal

GPL’s pre-sales volume for 4QFY25 declined 8% YoY (+85% QoQ) to 7.5msf, resulting in the highest-ever quarterly pre-sales value of INR101.6b (+7% YoY/87% QoQ, 32% above estimates). In FY25, pre-sales were up 31% YoY to INR294b (9% above estimates and 9% above guidance).

Godrej Properties Ltd. has lost -25.77% in the last 1 Year

Indian Oil Corporation Ltd.

04 May 2025

144.96

1.04%

4Q boosted by inventory gains

Buy: Indian Oil Corporation Ltd.

Target

Motilal Oswal

IOCL’s 4QFY25 EBITDA was a 110% beat on est., driven by higher-thanestimated GRM (USD8/bbl) as well as marketing margins (INR5.9/lit). With tax rate coming in below est., resultant PAT stood 5x above est. at INR72.6b.

Number of FII/FPI investors decreased from 754 to 730 in Mar 2025 qtr

Godrej Properties Ltd.

03 May 2025

2095.10

-1.13%

Godrej Properties Aims 10% Growth In FY26 Sale Bookings To Rs 32,500 Crore: Pirojsha

NDTV Profit

Godrej Properties sale bookings rose 31% to a record Rs 29,444 crore during 2024-25 from Rs 22,527 crore in the preceding year.

Number of FII/FPI investors decreased from 785 to 746 in Mar 2025 qtr

Reliance Industries Ltd.

03 May 2025

1417.00

-0.52%

JioStar to invest 32,000 crore in content alone in current fiscal

Business Line

Shankar said that in FY24, the two companies, Jio Cinema and Disney+Hotstar, spent 25,000 crore on content alone

Number of FII/FPI investors increased from 2232 to 2246 in Mar 2025 qtr.

Indian Hotels Company Ltd.

03 May 2025

766.95

-0.42%

Indian Hotels Q4 Results: Date, Dividend News, Earnings Call Details And More

NDTV Profit

Indian Hotels Company Ltd. has informed the exchanges that the company will hold a meeting of its board of directors on May 5.

Indian Hotels Company Ltd. has gained 35.85% in the last 1 Year

Reliance Industries Ltd.

03 May 2025

1417.00

-0.52%

SAT upholds Sebi order penalising RIL, 2 execs

Economic Times

The Securities Appellate Tribunal (SAT) has upheld SEBI's 30-lakh penalty on Reliance Industries and two compliance officers for delayed disclosure of Facebook's Jio Platforms stake purchase in 2020. SEBI's investigation revealed news of the deal circulated in March and April 2020, prior to RIL's official announcement on April 22.

Reliance Industries Ltd. is trading above all available SMAs

SAT dismisses Reliance Industries plea in Jio-Facebook deal disclosure case

Business Standard | 02 May 2025

Bharat Petroleum Corporation Ltd.

03 May 2025

317.05

1.46%

Strong earnings but dividend disappoints

Neutral: Bharat Petroleum Corporati...

Target

Motilal Oswal

BPCL delivered a 46% beat on EBITDA in 4QFY25, driven by higher-than-estimated GRM (USD9.2/bbl) and marketing margins (INR5.9/lit; INR 0.3/lit due to inventory gain).

Number of MF schemes decreased from 284 to 266 in Mar 2025 qtr

Is Nifty Infra worth buying?

25 Votes:

Buy 72.0%

Sell 16.0%

Hold 12.0%

Nifty Infra PB	3.2
Nifty Infra PE	24.3
Nifty Infra DIV	1.0
Nifty Infra EPS	367.1