ICICI Securities Limited
Talwalkars reported a mixed set of numbers. Revenues increased 12.3% YoY to | 104.9 crore (vs. I-direct estimate: | 109.3 crore) mainly led by an improvement in same store sales growth (SSS) and consolidation of Power World Gyms The EBITDA margin increased 197 bps YoY to 52.6% (vs. I-direct estimate: 51.5%) due to a rise in share of value added services TBVF added 20 new gyms in Bengaluru on November 8, 2016 under power world brand (which has lower capex and opex requirement)....
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