External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

<ul><li>Juniper reported a 6.9%/17.7 QoQ/YoY growth, with ARR increasing to Rs 11,714 (+6.7% YoY) and occupancy reaching 75% during the quarter.</li><li>However, certain key rooms that were out of service were restored early during the quarter, so the like-to-like occupancy rate would then be 77%.</li><li>The luxury and upper upscale/upper segment reported RevPAR growth rates of 6% and 7% YoY, respectively. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Juniper reported a 6.9%/17.7 QoQ/YoY growth, with ARR increasing to Rs 11,714 (+6.7% YoY) and occupancy reaching 75% during the quarter.However, certain key rooms that were out of service were restored early during the quarter, so the like-to-like occupancy rate would then be 77%.The luxury and upper upscale/upper segment reported RevPAR growth rates of 6% and 7% YoY, respectively. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Juniper Hotel Ltd - Expansion Fuels Juniper’s Momentum

<ul><li>Juniper reported a 27.3% YoY growth, with ARR increasing to Rs 9,879 (+3.8% YoY) and occupancy reaching 71% during the quarter.</li><li>However, due to certain key rooms being out of service, the like-to-like occupancy rate was 77%.</li><li>The upper upscale and upper segment reported RevPAR growth rates of 3% and 10% and 6% YoY, respectively. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Juniper reported a 27.3% YoY growth, with ARR increasing to Rs 9,879 (+3.8% YoY) and occupancy reaching 71% during the quarter.However, due to certain key rooms being out of service, the like-to-like occupancy rate was 77%.The upper upscale and upper segment reported RevPAR growth rates of 3% and 10% and 6% YoY, respectively. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Juniper Hotel Ltd - Riding the Upcycle; Maintain Buy

<ul><li>Value-unlocking Initiatives: Juniper Hotel Ltd. recently announced a strategic acquisition of a five-star hotel near Bangalore Airport from M/s. Twenty Fourteen Hotels India Private Limited, as per its August 30, 2024 press release.</li><li>The property, formerly branded by Marriott, offers 220 keys on a 6.5-acre site.</li><li>The transaction, estimated to range between Rs 250-300 Cr, will be financed through a combination of debt and internal accruals. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Value-unlocking Initiatives: Juniper Hotel Ltd. recently announced a strategic acquisition of a five-star hotel near Bangalore Airport from M/s. Twenty Fourteen Hotels India Private Limited, as per its August 30, 2024 press release.The property, formerly branded by Marriott, offers 220 keys on a 6.5-acre site.The transaction, estimated to range between Rs 250-300 Cr, will be financed through a combination of debt and internal accruals. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Juniper Hotels Ltd - Expansion of Portfolio Through Brownfield Acquisitions

Thematic (Sector/Industry)

<ul><li>The total hospitality industry in India currently comprises 212,000 rooms, translating to an industry size of ~Rs 82,000 Cr.</li><li>The industry is projected to experience a CAGR of 10.5% over the next three financial years.</li><li>This growth is expected to generate an annual incremental demand of Rs 8,200 Cr.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The total hospitality industry in India currently comprises 212,000 rooms, translating to an industry size of ~Rs 82,000 Cr.The industry is projected to experience a CAGR of 10.5% over the next three financial years.This growth is expected to generate an annual incremental demand of Rs 8,200 Cr.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hotel Sector - Structural Tailwinds Intact; Up-Cycle Expected to Continue

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Juniper Hotels (6593708Z IN)

Juniper Hotel Ltd - Expansion Fuels Juniper’s Momentum

Juniper reported a 6.9%/17.7 QoQ/YoY growth, with ARR increasing to Rs 11,714 (+6.7% YoY) and occupancy reaching 75% during the quarter.

Axis Direct

Juniper Hotel Ltd - Riding the Upcycle; Maintain Buy

Juniper reported a 27.3% YoY growth, with ARR increasing to Rs 9,879 (+3.8% YoY) and occupancy reaching 71% during the quarter.

Axis Direct

Juniper Hotels Ltd - Expansion of Portfolio Through Brownfield Acquisitions

Juniper Hotel Ltd. recently announced a strategic acquisition of a five-star hotel near Bangalore Airport from M/s. Twenty Fourteen Hotels India...

Axis Direct

Hotel Sector - Structural Tailwinds Intact; Up-Cycle Expected to Continue

Given the limited supply of luxury rooms in the market, this growth cycle has the potential to extend further, ensuring robust demand and expansion...

Axis Direct

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