Coforge | Indian Hotels Ltd | Q2FY25 Result Analysis | CA Rachana Ranade

"Coforge acquired a 54% stake in Ciginiti Technologies... In Q2 FY25 competition Commission of India gave a green signal and that is when management very clearly mentioned that this could definitely boost our revenues. Not only revenues they have also secured orders worth $516 million they have added 13 new clients and they have increase their Workforce by 500 5,871 employees which includes Cigniti's 4,430 employees."

"The CEO has mentioned that the attrition has decreased and Company anticipates sustained growth and margin expansion driven by the successful integration of Ciginiti."

"Management has given a very healthy guidance which is a double digit Revenue growth for entire Financial year 2025 they said that we can see a sustained growth in not only the new business but also healthy same store performance growth."

"International Consolidated portfolio has reported an occupancy of 75% and which is up by 600 basis points or 6%... in addition to increase in RevPAR... So both parameters have improved occupancy has improved number of rooms that have that have been occupied that have improved and also the revenue per available room or per occupied room that is also increased."

"There is a strong 16 1/2% growth in Consolidated Hotel segment Revenue in October... and they have mentioned that remaining months November December that is also set to grow at the same pace."

"though the market has corrected by 7 1/2% this stock has not gone up but it has corrected lesser than 7 1/2 % it has corrected almost 4.3% from its all time high"

"if the stock is showing good results good quarterly results good projections of the management can ideally take the stock in an upward direction"

"It's not about names it's all about the results it's all about the performance that you give because of which markets May take I mean because of which the buyers and sellers may be more interested in that stock and may take the stock higher"

"there could be a possibility that in one of the quarters the stock doesn't perform well and that's not the case where you going to ideally exit it right away you should wait you should understand okay this might be just one bad day or one bad quarter if all four quarters let's say Q1 Q2 Q3 Q4 all all four quarters the results are not that great in such a scenario you may consider selling that stock"

"not only the numbers the management commentary is also really really important especially what management feels about the future so you have to check the investor presentations you have to check the management con calls you have to check whether they have planned any new product releases or not are there any mergers and Acquisitions in pipeline"

"the class is permanent but the form is temporary so in a shorter time frame there could be some hiccups in prices but if the stock is fundamentally strong stock it should ideally go in the upward Direction"