Research on India_Services Sector in India Monthly Update_October 2012

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Services Sector in India Monthly Update October 2012


Top Story IHHR signs agreement with Hyatt for rebranding its Ista Hotels An affiliate of Hyatt Hotels Corporation signed a management agreement with IHHR Hospitality Private Limited for rebranding five Ista hotels in India. As per the agreement, the Ista hotels will be known as Hyatt Bangalore, Hyatt Pune, Hyatt Hyderabad, Hyatt Ahmedabad and Hyatt Amritsar and the entire branding process is expected to be completed by Mar 2013. The association between the two companies will enable the five hotels to widen their global reach, become a part of Hyatt’s popular Hyatt Gold Passport loyalty program and other marketing initiatives, take advantage of Hyatt’s well‐established systems and processes, and participate in Hyatt’s extensive network of hotels. At present India has five Hyatt Regency hotels, two Grand Hyatt hotels and three Park Hyatt hotels. The rebranding of the five Ista hotels as Hyatt Hotels, will mark the entry of the fourth brand from the Hyatt portfolio into India.

News Update General

Yatra.com looking to increase franchisee outlets from 29 to 100 Yatra.com is looking to increase the number of its franchisee outlets from 29 at present to about 100 within a year. The company has already expanded its franchisee network in north India and central India and is now looking to expand in other regions as well. The focus is on the southern and western parts of the country, targeting tier II cities with a population of more than 800,000. Although people book tickets and hotels online, when it comes to planning their holidays, people prefer offline models such as an outlet which can offer travellers products and services including domestic and international holiday packages, air ticketing, hotel reservations and travel insurance. Hence, the company hopes by expanding its franchisee outlets, it will be able to reach more customers.

Services Sector – Monthly Update


News Update Expansion Plans

Metro Cash and Carry to start two new centres in Punjab Germany‐based Metro Cash and Carry is planning to add two new centres in Punjab in a bid to consolidate its operations in the state. The two new centres will come up at Zirakpur near Chandigarh and Amritsar. While the store at Zirakpur is likely to be operational by the end of October, the store at Amritsar would start operations by the end of the year. With these two new stores, the wholesale chain’s presence in Punjab will increase to four locations with Ludhiana and Jallandhar already have operational outlets. The wholesale chain has created synergies with farmers in Punjab who get better and certain remuneration by selling their produce to the wholesale chain. The farmers also save on transportation costs as the collection is done at their doorstep. At present Metro is operating 11 stores across India with nearly 600,000 customers. With the two new stores in Punjab, the total number of stores would go up to 13 by the end of this year. The company has been taking initiatives through awareness campaigns on hygiene and presentation with an aim to take restaurants, hotels and caterers into its fold. Industry Expert Speak Ista Hotels to Be Rebranded as Hyatt Hotels– Ratnesh Verma, Senior Vice President, Real Estate and Development for Hyatt Hotels & Resorts in Asia­Pacific “As a company we see a perfect fit with IHHR’s forward‐thinking philosophy and vision. We feel honored to have been selected as the new brand for their portfolio in India. It is our constant endeavor to create preference for our brand by having hotels in markets where our customers are traveling. This opportunity allows Hyatt to further consolidate its distribution in India and offer its customers a choice in new markets such as Bangalore, Amritsar and Ahmedabad.” Metro Cash and Carry consolidating its operations in Punjab – Vishal Sehgal, Head, Corporate Relations, Metro Cash and Carry India "We have created synergies with about 500 farmers in Punjab and new centres are lined up in the state. We expect to double the number. There is a stiff competition not amongst the wholesale chains but with the mandis. Their efficiency is very high and it is a challenge to beat the local mandis.” Services Sector – Monthly Update


Transactions (Aug 2012 – Oct 2012)

Date

Buyer

Target

Deal Size (INR mn)

% stake

Deal Status

Type of Transaction

20th Sep 2012

Future Ventures India Ltd

Big Apple

613.5

100

Complete

M&A

20th Sep 2012

Info Edge (India) Ltd.

Zomato Media Pvt. Ltd.

128.6

N.A.

Complete

Private Equity

11th Sep 2012

Info Edge (India) Ltd.

Ninety Nine Labels Pvt. Ltd.

50

N.A.

Complete

Private Equity

28th Aug 2012

Fashionandyou.com

Urbantouch.com

N.A.

100

Completed

M&A

24th Aug 2012

Accel Partners

BookMyShow

1,000

N.A.

Completed

Private Equity

Annual Financial Results – Revenue (INR mn) Companies

FY ’09

FY ’10

FY ’11

FY’ 12

Blue Coast Hotels Limited

769.21

883.17

918.78

N.A.

Cox & Kings Limited

2869.00

3991.54

4967.39

8449.16

Deccan Chronicle Holdings Limited

10188.90

9219.45

10309.15

9146.50

DLF Limited

104313.57

78508.98

101444.44

96293.80

210.37

59.24

164.83

N.A.

EIH Limited

10164.58

8940.00

12749.24

14155.95

Empire Industries Limited

1360.77

1524.56

1759.40

1733.00

Eco Recycling Limited

Services Sector – Monthly Update


Hotel Leela Venture Limited

5821.14

4784.01

5533.50

5710.90

HT Media Limited

13466.01

14129.20

17674.03

19719.90

Info Edge (India) Limited

2458.00

2370.81

3222.86

3918.84

Infomedia 18 Limited

1637.00

1487.54

1454.31

N.A.

165561.40

191358.70

225747.00

265517.90

Jagran Prakashan Limited

8233.72

9418.94

12210.89

13249.86

Jindal Hotels Limited

180.35

191.51

230.27

249.47

Kamat Hotels (India) Limited

1235.57

1064.70

1263.70

1477.31

Kilburn Office Automation Limited

353.42

393.61

548.72

N.A.

Lancor Holdings Limited

1519.73

1175.17

1954.09

1027.31

REI Six Ten Retail Limited

8314.74

6909.80

7165.00

6140.51

Royal Orchid Hotels Limited

1401.59

1205.64

1542.19

N.A.

Shriram EPC Limited

10066.17

13673.65

16708.74

18546.34

141.04

371.97

585.40

N.A.

The Indian Hotels Company Limited

27566.30

25625.30

28624.70

34327.10

Thomas Cook India Limited

2652.00

3179.54

3737.93

3775.14

ITC Limited

Thakkers Developers Limited

Annual Financial Results – Income (INR mn) Companies

FY ’09

FY ’10

FY ’11

FY’ 12

Blue Coast Hotels Limited

20.38

68.74

(31.57)

N.A.

Cox & Kings Limited

628.08

1338.50

1290.86

314.46

Deccan Chronicle Holdings Limited

1423.30

2609.18

1625.83

606.80

Services Sector – Monthly Update


DLF Limited

44696.00

17198.30

16396.09

12008.20

(4.49)

1.45

7.16

N.A.

EIH Limited

1699.55

663.70

(52.30)

1240.84

Empire Industries Limited

172.34

258.33

285.33

361.00

Hotel Leela Venture Limited

1449.56

410.39

378.20

186.20

9.06

1359.14

1809.12

1654.90

570.29

520.76

631.43

1033.29

Infomedia 18 Limited

(1007.69)

(333.96)

(457.20)

N.A.

ITC Limited

33245.90

41681.80

50179.30

62581.40

Jagran Prakashan Limited

916.31

1759.03

2077.87

1783.19

Jindal Hotels Limited

15.31

18.35

25.19

30.35

Kamat Hotels (India) Limited

56.61

(14.66)

(100.17)

(276.56)

Kilburn Office Automation Limited

14.57

12.08

5.61

N.A.

Lancor Holdings Limited

320.09

182.02

322.46

112.06

REI Six Ten Retail Limited

225.97

264.44

290.40

3.19

Royal Orchid Hotels Limited

199.93

69.75

122.21

N.A.

Shriram EPC Limited

335.54

467.57

741.74

415.34

0.78

36.58

120.46

The Indian Hotels Company Limited

124.60

(1368.80)

(872.60)

30.60

Thomas Cook India Limited

250.12

471.61

562.40

523.37

Eco Recycling Limited

HT Media Limited Info Edge (India) Limited

Thakkers Developers Limited

Services Sector – Monthly Update


Quarterly Financial Results – Revenue (INR mn) Jul­Sep 2011

Oct­Dec 2011

Jan­Mar 2012

Apr­Jun 2012

Cox & Kings Limited

1,367.2

2,846.2

2,678.2

N.A.

Deccan Chronicle Holdings Limited

2,382.4

2,439.8

2,195.1

N.A.

DLF Limited

25,324.1

20,343.7

26,167.8

21,977.1

Eco Recycling Limited

N.A.

61.6

N.A.

52.461

EIH Limited

N.A.

3,138.4

N.A.

N.A.

393.5

426.6

522.6

334.2

N.A.

1,784.2

N.A.

N.A.

4,888.6

5,216.0

4,861.0

4,832.7

N.A.

919.9

N.A.

N.A.

317.313

N.A.

N.A.

N.A.

ITC Limited

N.A.

62,478.4

N.A.

N.A.

Jagran Prakashan Limited

N.A.

3,170.2

4,123.1

N.A.

52.442

70.148

71.721

57.6

N.A.

347.44

N.A.

N.A.

150.126

N.A.

N.A.

N.A.

Lancor Holdings Limited

N.A.

148.391

203.461

N.A.

REI Six Ten Retail Limited

1,477.3

2,975.5

1,599.3

N.A.

Royal Orchid Hotels Limited

358.264

434.671

456.723

360.4

The Indian Hotels Company Limited

N.A.

5,214.8

N.A.

8,525.7

Thomas Cook India Limited

1,021.4

873.0

819.2

1,285.7

Companies

Empire Industries Limited Hotel Leela Venture Limited HT Media Limited Info Edge (India) Limited Infomedia 18 Limited

Jindal Hotels Limited Kamat Hotels (India) Limited Kilburn Office Automation Limited

Services Sector – Monthly Update


Quarterly Financial Results – Income (INR mn) Jul­Sep 2011

Oct­Dec 2011

Jan­Mar 2012

Apr­Jun 2012

Cox & Kings Limited

274.1

(75.7)

(263.5)

N.A.

Deccan Chronicle Holdings Limited

210.9

213.3

60.8

N.A.

3,724.1

2,583.5

2,117.0

2,927.9

Eco Recycling Limited

N.A.

1.95

N.A.

2.02

EIH Limited

N.A.

452.5

N.A.

N.A.

Empire Industries Limited

83.0

91.0

117.5

N.A.

Hotel Leela Venture Limited

N.A.

(996.5)

N.A.

N.A.

438.4

481.6

219.9

N.A.

N.A.

288.5

N.A.

N.A.

(138.069)

N.A.

N.A.

N.A.

ITC Limited

N.A.

17,009.8

N.A.

N.A.

Jagran Prakashan Limited

N.A.

413.0

415.2

N.A.

5.724

9.177

8.803

6.712

Kamat Hotels (India) Limited

N.A.

(0.406)

N.A.

N.A.

Kilburn Office Automation Limited

5.65

N.A.

N.A.

N.A.

Lancor Holdings Limited

N.A.

(70.267)

39.637

N.A.

REI Six Ten Retail Limited

11.4

(33.7)

(3.9)

N.A.

Royal Orchid Hotels Limited

(22.153)

25.139

106.58

223.61

The Indian Hotels Company Limited

N.A.

504.8

N.A.

(333.6)

Thomas Cook India Limited

250.5

50.4

7.9

310.1

Companies

DLF Limited

HT Media Limited Info Edge (India) Limited Infomedia 18 Limited

Jindal Hotels Limited

Services Sector – Monthly Update


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Services Sector – Monthly Update


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