In today’s briefing:
- Thematic Report: India’s Hotel Industry~ How Demand-Supply Gap, Under-Penetration Can Fuel Growth
- #148 India Insight: Trump Claims India Deal, Vi Seeks AGR 30k Cr Waiver, Birla Plans FY26 Launch
- AUCTUS ON FRIDAY – 16/05/2025
- What’s News in Amsterdam
Thematic Report: India’s Hotel Industry~ How Demand-Supply Gap, Under-Penetration Can Fuel Growth
- The Indian hotel sector is set for growth, driven by a demand-supply gap with room demand growing 10%, while supply only increased by 7-9%.
- MICE tourism is crucial, contributing 15-20% of hotel revenues, with strong future growth driven by increasing corporate events and international conferences.
- Key growth triggers for Indian Hotels (IH IN) include strategic expansion through capital-light models, while Chalet Hotels Ltd (CHALET IN) focuses on asset-heavy growth and prime location investments.
#148 India Insight: Trump Claims India Deal, Vi Seeks AGR 30k Cr Waiver, Birla Plans FY26 Launch
- Donald Trump claims India proposed a zero-tariff trade deal with the US amid ongoing negotiations during tariff suspension.
- Vodafone Idea (IDEA IN) files fresh Supreme Court plea seeking Rs 30,000 crore waiver on AGR dues amid financial and sector concerns.
- Aditya Birla Real Estate plans Rs 14,000 crore launches in FY26, entering Mumbai redevelopment amid cautious, location-focused business development strategy.
AUCTUS ON FRIDAY – 16/05/2025
- Chariot (CHAR LN)C: Recovering 75% WI of licences in Morocco – Energean has returned its Moroccan offshore interests to Chariot.
- As a result, Chariot now holds 75% in the Lixus Offshore and Rissana Offshore licences.
- Condor Energies (CDR CN)C; Target price of C$5.90 per share: Acquiring a LNG facility for Kazakhstan to deliver first LNG sale in 2Q26 – 1Q25 production in Uzbekistan was 11,179 boe/d (+6% vs. production in 4Q24).
What’s News in Amsterdam
- AkzoNobel | Akzo Nobel India reports flat 4Q25 result; no news on disposal process Akzo Nobel India reported a relatively flat 4Q25 profit on Wednesday, due to weak demand and rising costs.
- The consolidated net profit fell 0.3% to 1.08 billion rupees (USD 12.6m) in the quarter ended March 31.
- Akzo Nobel India’s revenue from operations rose 5% to 10.22 billion rupees. Total operating costs were up 6% to 8.87 billion rupees, largely due to a 5.2%, a surge raw material costs.
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