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IPO listed on 30 Dec'24

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Ventive Hospitality Ltd

Minimum Investment

14,789 / 23 shares

Grey market premium

80 (12% premium)

Issue price

643

Listing price

716

Listing gains

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73 (11%)

Listing on

Dec 30, 2024

Our Verdict:

Neutral

  • From FY22 to FY24, Ventive Hospitality Ltd (VHL) recorded an average Return on Equity (ROE) of 50.4% and Return on Capital Employed (ROCE) of 23.6%. During the same period, its revenue and profit after tax saw annual increases of 44.4% and 137.7%, respectively. 
  • At the upper end of the price band, the stock is valued at a P/E ratio of 90.3 and a P/BV ratio of 2.8.
  • Although the growing tourism sector offers potential for expansion, VHL faces challenges from strong competitors and relies on third-party brands for hotel operations, which may impact future earnings.

About the company

Founded in

12 Feb'02

Managing director

Atul Chordia

  • VHL operates in the luxury hospitality sector, managing premium hotels, shopping malls, windmills, and commercial leases. Its operations span across India in cities like Pune and Bengaluru, as well as in the Maldives, where it manages a portfolio of high-end properties associated with globally renowned brands such as JW Marriott, The Ritz-Carlton, Conrad, and Anantara.
  • As of the first half of FY25, VHL manages 11 hotels comprising 2,036 rooms. During this period, 92% of the company's revenue was generated from its properties in Pune and the Maldives. Moving forward, it aims to broaden its presence by constructing a new hotel in Varanasi, Uttar Pradesh.
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STRENGTHS

  • VHL's portfolio features prestigious luxury assets managed by renowned global hospitality brands, including JW Marriott, The Ritz-Carlton, Conrad, and Anantara. These properties are situated in prime locations and benefit from the strong reputation of these established brands.
  • With the rapid growth of domestic travel in India, VHL aims to expand its hospitality portfolio by increasing its total keys from 2,036 as of H1 FY25 to approximately 2,403 by FY28. Additionally, the current demand-supply gap in the Indian hotel industry is expected to sustain elevated room rates in the near term.
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RISK FACTORS

  • VHL has historically depended on external funding to drive business growth. Going forward, it may need additional capital expenditure funding to expand operations and maintain its competitive edge in the hospitality sector.
  • VHL recently added a new portfolio through a combination of debt and equity financing, leading to higher financial leverage. Additionally, post-acquisition, goodwill constitutes 42% of its net worth.

Issue details

Issue type

Mainstream

Issue size

1600 crore

Fresh Issue

1600 crore

OFS

-

Price range

₹ 610 - 643

Lot size

23 shares

Issue Objective

VHL proposes to utilise the net proceeds from the fresh issue for:

  • Partial or complete repayment or prepayment of its existing loans;
  • Payment of interest accumulated on those borrowings;
  • Investment in step-down subsidiaries, specifically SS & L Beach Pvt Ltd and Maldives Property Holdings Pvt Ltd, including the payment of interest accrued on investments in these subsidiaries; and
  • General corporate purposes.

Dates

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Bidding open

20 Dec'24

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Bidding close

24 Dec'24

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Allotment date

26 Dec'24

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Refund date

27 Dec'24

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Listing

30 Dec'24

IPO Reservations

Qualified institutional buyers

>75%

Non-institutional investors

<15%

Retail individual investors

<10%

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