|
17 Apr 2025 |
PVR INOX
|
Consensus Share Price Target
|
952.75 |
1500.33 |
- |
57.47 |
buy
|
|
|
|
|
07 Feb 2025
|
PVR INOX
|
IDBI Capital
|
952.75
|
1300.00
|
1088.35
(-12.46%)
|
36.45 |
Buy
|
|
|
|
|
07 Feb 2025
|
PVR INOX
|
ICICI Securities Limited
|
952.75
|
1860.00
|
1088.35
(-12.46%)
|
95.22 |
Buy
|
|
|
PVR Inox’s ad revenue grew ~36% QoQ to ~INR 1.48bn (highest quarterly ad-income post Covid) in Q3FY25, which in our view is an encouraging development.
|
|
07 Feb 2025
|
PVR INOX
|
Prabhudas Lilladhar
|
952.75
|
1215.00
|
1088.35
(-12.46%)
|
27.53 |
Hold
|
|
|
|
|
06 Feb 2025
|
PVR INOX
|
Motilal Oswal
|
952.75
|
1250.00
|
1121.35
(-15.04%)
|
31.20 |
Neutral
|
|
|
Despite the release of the all-time blockbuster, Pushpa 2, PVRINOX (PVR)’s footfall remained stable QoQ at 25.7%, due to weaker performance from the Hindi language movies.
|
|
09 Jan 2025
|
PVR INOX
|
Geojit BNP Paribas
|
952.75
|
1437.00
|
1161.60
(-17.98%)
|
50.83 |
Buy
|
|
|
|
|
19 Dec 2024
|
PVR INOX
|
Ventura
|
952.75
|
2657.00
|
1421.25
(-32.96%)
|
178.88 |
Buy
|
|
|
Nurturing Growth with a Shield of Margin Safety
|
|
16 Oct 2024
|
PVR INOX
|
ICICI Direct
|
952.75
|
1960.00
|
1626.85
(-41.44%)
|
105.72 |
Buy
|
|
|
|
|
16 Oct 2024
|
PVR INOX
|
ICICI Securities Limited
|
952.75
|
2250.00
|
1626.85
(-41.44%)
|
136.16 |
Buy
|
|
|
PVR Inox’s occupancy reverted to ~26% in Q2FY25 despite a very weak content pipeline. Management has guided for significant improvement in Q3FY25.
|
|
15 Oct 2024
|
PVR INOX
|
Emkay
|
952.75
|
1850.00
|
1620.75
(-41.22%)
|
94.17 |
Buy
|
|
|
PVR Inox’s Q2 results reflect better box office performance after a disappointing Q1. Footfalls, ATP, and SPH all improved in Q2 and were slightly higher than our estimates.
|
|
15 Oct 2024
|
PVR INOX
|
Prabhudas Lilladhar
|
952.75
|
1598.00
|
1620.75
(-41.22%)
|
Target met |
Hold
|
|
|
|
|
15 Oct 2024
|
PVR INOX
|
Sharekhan
|
952.75
|
1780.00
|
1620.75
(-41.22%)
|
86.83 |
Hold
|
|
|
PVRINOX’s revenue stood at Rs. 1,622, up~36% q-o-q/down 19% y-o-y, beating our estimate of Rs. 1,581 crore.
|
|
07 Oct 2024
|
PVR INOX
|
Emkay
|
952.75
|
1850.00
|
1548.85
(-38.49%)
|
94.17 |
Buy
|
|
|
Post Covid, PVR Inox’s stock performance has been tracking box office collections/upcoming pipeline. After a dull H1CY24, box office collections have picked up and are expected to further improve in Q3FY25.
|
|
16 Sep 2024
|
PVR INOX
|
Anand Rathi
|
952.75
|
2065.00
|
1689.90
(-43.62%)
|
116.74 |
Buy
|
|
|
After a muted Q1, PVR Inox is set for sequential improvement from Q2FY25. Plus, advertising income, which has been lagging pre-Covid levels should get a boost.
|
|
13 Sep 2024
|
PVR INOX
|
ICICI Securities Limited
|
952.75
|
2250.00
|
1655.15
(-42.44%)
|
136.16 |
Buy
|
|
|
We have believed that a weak content pipeline is to be blamed for the weak performance of the movie exhibition industry over the last year and not a structural shift in consumer behaviour towards OTTs, etc.
|
|
09 Aug 2024
|
PVR INOX
|
Geojit BNP Paribas
|
952.75
|
1709.00
|
1501.20
(-36.53%)
|
Target met |
Accumulate
|
|
|
|
|
23 Jul 2024
|
PVR INOX
|
Prabhudas Lilladhar
|
952.75
|
1474.00
|
1431.20
(-33.43%)
|
Target met |
Hold
|
|
|
|
|
23 Jul 2024
|
PVR INOX
|
ICICI Securities Limited
|
952.75
|
2000.00
|
1431.20
(-33.43%)
|
109.92 |
Buy
|
|
|
We expect H2CY24 to be meaningfully better for movie exhibition business compared to H1CY24. We note many producers delayed the scheduled releases, which has now led to a pent-up content pipeline.
|
|
23 Jul 2024
|
PVR INOX
|
Sharekhan
|
952.75
|
1550.00
|
1431.20
(-33.43%)
|
Target met |
Hold
|
|
|
PVR Inox reported revenue at Rs.1191 crore, down 5.2 q-o-q/ 8.8% y-o-y in line with our estimates of Rs.1194 crore. Company reported a weak quarter due to the lack of blockbuster movies and impacted by cricketing events and general elections, which led to postponement of releases.
|
|
22 Jul 2024
|
PVR INOX
|
Emkay
|
952.75
|
1650.00
|
1429.65
(-33.36%)
|
Target met |
Buy
|
|
|
PVR Inox’s results reflect the subpar box-office collections during the quarter due to a weak slate of movie-lineup, given the general elections happening over an extended period, and the IPL and T20 World Cup held during Q1.
|
|
22 Jul 2024
|
PVR INOX
|
IDBI Capital
|
952.75
|
1585.00
|
1431.20
(-33.43%)
|
Target met |
Hold
|
|
|
|