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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  sumanspeaks.blogspot.com Travel & Hospitality · Turnaround Watch Easy Trip Planners At ₹5.78: The Hotel Business Is Growing Faster Than The Old Business Is Shrinking Near its 52-week low, EaseMyTrip is quietly turning into a different company than the one that listed in 2021 — and the next few quarters will decide whether that transformation shows up in the profit line. Easy Trip Planners Ltd trades around ₹5.78, with a market capitalisation of approximately ₹2,300 crore. That is close to its 52-week low of ₹5.74. At first glance, that looks like a stock the market has simply given up on. Look closer, and a more interesting picture emerges. The balance sheet is clean. Revenue is still growing. And one part of the business — hotels and holiday packa...
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India’s Café Culture and Telecom Dreams Brew Fresh Optimism.

~Sumon Mukhopadhyay.

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Coffee Day Enterprises Ltd (₹50.07) is back in the spotlight, brewing a neat ₹28 crore profit in Q1FY26 — a remarkable turnaround from last year’s bitter loss. Revenue percolated up nearly 4% YoY to ₹269 crore, proving India’s café culture is alive and kicking. The stock has more than doubled from my recommended price of ₹22–24 levels — short-term traders may sip some profits and hold the rest with a stop-loss at ₹46.

Vodafone Idea Ltd (₹6.49), meanwhile, seems to be dialing the right number at last. Its Q1FY26 results showed promise, and a ₹5,000 crore fundraise could recharge its balance sheet. 

In a twist worthy of a Bollywood plot, the Narendra Modi-led government — once the villain for sky-high spectrum prices and  blamed for brewing up the sector’s troubles — is now playing barista-in-chief, keen to prevent a telecom duopoly. Earlier it introduced reforms (Eg. 2021 telecom relief package) to support players like Vodafone Idea.

Interestingly, both stories are serving fresh hope: Coffee Day is frothing with growth, and Vodafone Idea might just be tuning back into relevance.

Therefore, from steamy cappuccinos to buzzing networks, Coffee Day and Vodafone Idea are brewing optimism — but will they serve a full cup or just leave us with coffee stains?

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