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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence POLITICAL ECONOMY | PART 1: THE TELECOM TEST The Sangh’s Costliest Blunder: Keeping Narendra Modi in the Chair After Demonetisation and a Trail of U-Turns Two private giants, one state-propped survivor, roughly ₹3.22 lakh crore in announced BSNL revival and support packages (spectrum allocation included), and ₹1.41 lakh crore of AGR dues still on the books: telecom shows what happens when one man’s brand becomes the party’s only policy. This is an argument against Narendra Modi, not against the BJP. SYNOPSIS India’s telecom market has narrowed from a messy but real plurality into two dominant private networks, one weak private survivor kept alive by government equity, and a public operator that has needed about ₹3.22 lakh crore in announced support packages and spectrum allocations, not all of it cash. The 2010 spectrum auctions that started the debt spiral were a UPA-era event, and we say so plainly. But a ...
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Asset-Light, Cash-Strong: From the Archipelago to the Market Floor—Why Easy Trip May Surprise You.....

~Sumon Mukhopadhyay.

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Prime Minister Narendra Modi’s recent visit to the Maldives (July 25–26, 2025), the first during President Mohamed Muizzu’s tenure, spotlighted regional tourism prospects and economic collaboration.

Key diplomatic developments:

  • USD 565 million credit line for infrastructure
  • Launch of Free Trade Agreement negotiations
  • MoUs in tourism, healthcare, fisheries, and digital infrastructure

These developments indirectly benefit digital travel platforms such as Easy Trip Planner Ltd (Rs.10.28), which maintains strong margins and resilience despite revenue softness.

Q1 FY26 Performance Overview:

MetricQ1 FY26Q1 FY25Change
Operating Revenue₹152.6 Cr₹164.0 Cr↓ 7% YoY
Operating Profit₹44.7 Cr₹47.5 Cr (est.)↓ ~6% YoY
Net Profit (PAT)₹32.5 Cr₹33.9 Cr↓ 4.1% YoY
Operating Margin~29.3%~28.9%↑ Slightly

Market View: Oversold or Quietly Strategic?

  • Current Price: ₹10.28.
  • Technical Position: Scrip appears oversold.
  • Target Price: ₹15 (short to medium term).
  • Right Stop-Loss: ₹9.70.

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Final Take:

Easy Trip Planner Ltd (Rs.10.28) presents a quietly compelling opportunity for short-to-medium term investors attuned to India’s digital travel momentum and South Asia’s evolving tourism dynamics. With a lean, asset-light model and increasing traction in hotels, holiday packages, and bus bookings, the company has demonstrated financial resilience even amid sector-wide softness.

Trading near its 52-week low, the scrip appears undervalued relative to its scalable business structure and brand equity. Geopolitical initiatives—such as Prime Minister Modi’s Maldives visit and the launch of regional trade negotiations—offer indirect tailwinds for travel demand recovery.

In a landscape where many players await momentum, Easy Trip Planner seems to be preparing for liftoff—quietly, methodically, and strategically.

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