Stockrabit · Analysts
Questions across 2 calls

Jinesh Joshi

Prabhudas Lilladher

Chalet Hotels Limited

Chalet Hotels Limited CC-Dec23.pdf · 2024-01-25
Sir, I have a question on our foreign guest mix. So if I look at the nine months number that we have reported, I think we are at 34% and this is despite the fact that we had T20 World Cup, etc., So what exactly is the issue because if I compare this number with the earlier year, we were at 35% and I think during the COVID was at about 50%-plus. So, any specific reason why we are still short of the earlier years despite these events? And one follow up again is in the opening comments, Milind sir mentioned that we have had two upgrades in our debt rating. But, if I look at our interest rate from the last financial year to this year, I think it has come down only from 8.75% to 8.74%. So also if you can highlight the reason behind that?
So, if I look at our leased area, I think that has increased from about 0.5 million square feet in FY'23 to about 0.8 million square feet as of the last quarter. But, if I look at our quarterly revenue run rate over the last thr ee to four quarters, it has more or less remained stable in the band of about Rs 20 to 30 crores despite increase in the lease area. So, if you can just explain the reason behind that? And also in your opening remarks, you mentioned that for Powai where the leasing has already begun, we have signed one tenant and closure for two more floors is expected very soon. So, explicitly for Powai in the next quarter, how much additional area are we planning to lease out?

InterGlobe Aviation Limited

InterGlobe Aviation Limited CC-Sep23.pdf · 2023-11-03
I just have one question with respect to our fleet size guidance, which we gave some time back at the analyst day. And if I recall properly, the guidance was at about 350-odd for FY24. But, if I look at the delivery schedule of Airbus, I mean, it has been consistently declining over the last four to five years. In fact, in September '23 delivery count was 488 and if I simply annualize that number for this year, I mean, they may not deliver something which can be higher than what they did last year. But despite that our deliveries are steady and we are already at 334 currently. So, what I want to understand is that are we getting a higher share in Airbus deliveries and how does this arrangement actually work? And given the count which we have currently, are we revising our guidance for 350?
Just one follow up. I think in one of your opening remarks, you mentioned that we are expecting one fleet per week for the next financial year. I mean, is that understanding correct?