External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.  

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External broker reports(aggregated public sources)

PVRINOX IN: Tactical Bet - Strong Content Pipeline Can Translate to near Term Outperformance

Prabhudas Lilladher is one of India's leading research based financial services organisation.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>We cut our pre-IND AS PAT estimates by 14.9%/14.2% for FY26E/FY27E respectively as we re-align our screen opening timelines and footfall growth assumptions.</li><li>PVR-Inox reported an in-line performance with pre-IND AS EBITDA margin of 13.8% (PLe 13.7%) led by strong performance from movies like Pushpa-2, Bhool Bhulaiya-3, and Singham Again.</li><li>Given rising volatility in flow and acceptability of content, PVR-Inox is figuring innovative ways to boost footfalls like 1) scheduling re-runs 2) broadcasting trailers 3) offering passport plans and 4) providing private screening options.</li></ul><p><em>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.</em></p>

We cut our pre-IND AS PAT estimates by 14.9%/14.2% for FY26E/FY27E respectively as we re-align our screen opening timelines and footfall growth assumptions.PVR-Inox reported an in-line performance with pre-IND AS EBITDA margin of 13.8% (PLe 13.7%) led by strong performance from movies like Pushpa-2, Bhool Bhulaiya-3, and Singham Again.Given rising volatility in flow and acceptability of content, PVR-Inox is figuring innovative ways to boost footfalls like 1) scheduling re-runs 2) broadcasting trailers 3) offering passport plans and 4) providing private screening options.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.

PVR Inox (PVRINOX IN) - Footfall Recovery Key to Re-Rating

Pvr Inox

PVR Inox (PVRINOX IN) - Footfall Recovery Key to Re-Rating