By -

Asset-Light, Cash-Strong: From the Archipelago to the Market Floor—Why Easy Trip May Surprise You.....

~Sumon Mukhopadhyay.

-------------------------------------

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.

--------------------------------

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.

Comments

Post a Comment

Popular posts from this blog

By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
Read more
By -
Image
Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
Read more