Coronation Fund Managers ka ixigo mein Badhta Bharosa
Aisa lagta hai ki international investors ko Indian tech companies mein kaafi dum dikh raha hai, aur Coronation Fund Managers is trend ko follow kar rahe hain. Unhone Le Travenues Technology Limited ke aur 475,000 shares open market se uthaye hain, jisse unka stake 6.90% se badh kar 7.01% ho gaya hai. Isse pata chalta hai ki Indian travel tech sector mein unka commitment aur bhi strong ho gaya hai, jabki baaki market mein thodi caution dikh rahi hai. Company ka market cap filhaal lagbhag ₹7,257 crore ke aas paas hai.
ixigo ki Position aur Valuation Ka Chakkar
Le Travenues Technology, jo MakeMyTrip aur EaseMyTrip jaise players ke saath compete karti hai, ne pichhle paanch saalon mein 31.8% ka profit growth dikhaya hai. Lekin, agar valuation ki baat karein, toh ixigo ka P/E ratio 65x hai, jo competitors MakeMyTrip (40x) aur EaseMyTrip (35x) se zyada hai. Ye high valuation isliye hai kyunki ixigo AI aur data science use karke customers ko personalized travel plans suggest karta hai. Unka multi-brand strategy (ixigo, ConfirmTkt, AbhiBus) aur 544 million se zyada users bhi ek bada plus point hain. Indian travel tech market 12% annual growth expect kar raha hai, par competition bahut tight hai.
Investors ke Liye Kya Hai Risk?
Sab kuch achha hone ke bawajood, investors ko kuch risks par bhi dhyan dena chahiye. ixigo ka high P/E ratio (65x) thoda worrying ho sakta hai agar company apni growth targets ko miss karti hai. Travel tech mein competition bahut zyada hai, jismein customer acquisition aur tech par kharcha bhi bahut hota hai, jo profit kam kar sakta hai. Regulatory changes bhi impact kar sakte hain. Pichhle ek saal mein stock ne 22.57% return diya hai, par pichhle do-teen saalon se flat hai. Pichhle 52 weeks mein ye ₹138.80 se ₹335.65 tak gaya hai.
Future Outlook Kya Hai?
India mein digitization badhne se ixigo ko fayda hone ki poori ummeed hai. AI mein unka focus aur alag-alag brands ka ecosystem unhe market share badhane mein madad karega. Coronation Fund Managers jaise bade investors ka interest aur analysts ke positive price targets (average ₹280) ye indicate karte hain ki company ke long-term growth prospects acche lag rahe hain.