Inox Leisure Ltd.

NSE: INOXLEISUR | BSE: 532706 | ISIN: INE312H01016 | Industry: Specialty Retail
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Inox Leisure Ltd.
Inox Leisure Ltd.
07 Feb 2020
Prabhudas Lilladhar
concerts, sports leagues etc) which is boosting occupancy in lean periods (weekdays) 3) strong response to the newly launched loyalty program (~4mn patrons have already signed up in 2 months) which will result in consumer stickiness with no material impact on margins even in the near term and 4) strong screen addition pipeline (~1,018 screens are in fray to be opened post FY20E; as of 2QFY20 the figure was ~914 screens) which provides long term revenue visibility. While the stock has already appreciated by ~26% since our initiation report, we believe INOL's premiumisation approach and strategic...
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