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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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MEP Infrastructure Developers Ltd – Resolution Path Turning Positive?

~Sumon Mukhopadhyay.

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MEP Infrastructure Developers Ltd (Rs.2.49), a well-known player in India’s toll and road management sector, is moving through a structured revival phase under the Corporate Insolvency Resolution Process (CIRP). The company’s insolvency admission on 28 March 2024 marked the beginning of a formal restructuring journey, supervised by IRP Ravindra Kumar Goyal and protected by the Section 14 moratorium.

Key Positive Developments:

🔹CoC-Approved Resolution Plan Filed:

The Committee of Creditors approved a resolution plan and submitted it to the NCLT Mumbai Bench on 5 September 2025. With hearings commencing in October 2025, the process has reached its final stage — a clear forward step toward structured revival.

🔹Strong Process Discipline:

Through multiple CoC meetings, audited FY24 filings, and regular disclosures, MEP Infra has maintained regulatory continuity throughout CIRP — a sign of administrative stability, not drift.

🔹Sector Tailwinds:

India’s road infrastructure sector remains on a strong growth curve. With rising toll collections, continued government capital expenditure, and robust traction in EPC/BOT/HAM models, MEP Infra is positioned to benefit once restructuring is approved.

🔹Creditor Alignment Achieved:

A CoC-approved plan itself is a positive endorsement — it signals confidence among lenders that the company has a viable path forward instead of being pushed toward liquidation.

SumanSpeaks Verdict:

MEP Infra is in the decisive phase of its turnaround journey. With the resolution plan already before the NCLT and sector demand supporting future prospects, the company stands at the threshold of revival — awaiting only the tribunal’s green signal.

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