Chalet Hotels · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
46%
Numeric claims
0
Consistency
—
Question ledger
Vikas Auda · Antics Stock Broking
partialvery early days as far as Duke's trends are concerned I can tell you it's been very positively received... we do expect that in about 3/4 time 3 to four quarters time it will have reached stable occupancies of the mid60s and the margins should be high on the sales and marketing front we don't expect any material change
Vikas Auda · Antics Stock Broking
evasivewe don't give forwardlooking numbers but I can assure you that the second half is going to be robust and strong and we should be back to the occupies that we've been delivering in the past. This is a one quarter one or two quarter blip on account of new inventory addition.
Vikas Auda · Antics Stock Broking
partialleasing activity was muted this quarter primary as discuss on few key accounts... from my earlier statement exit of March we are still expected to exit at rupees 30 crores per month rental. Currently it is at 24.5 cr per month.
Deepak Saha · Rainwell Bank Institution Equities
evasivelook at the moment we don't have any timeline in mind. I don't think it's imminent. but what we've done is we've created a springboard for an asset like business at some point of time sometime in future.
Deepak Saha · Rainwell Bank Institution Equities
evasiveit will be difficult to predict an exact occupancy level but we do expect it to be really strong both on occupancy and ADR and therefore the business should come rolling back
Deepak Saha · Rainwell Bank Institution Equities
directthe 147 rooms in Kandala we were only short by about 25 keys and that's ready. in fact we have our first sold out date coming on 14th of November. So we will get about half of this quarter getting the entire key count at Kandala and Q4 will have the full impact.
Deepak Saha · Rainwell Bank Institution Equities
evasiveYou will get me to answer that somehow but broadly I would say that you know absolutely we should hit that and and hopefully better.
Aban · Access Capital
directwe are positioned for the affluent young travelers with the millennial and the gen mindset... we'll be akin to the marriage within the marriage portfolio, the stars in the stars portfolio... Goa one of the resorts is going to be at the higher end to be a luxury resort. the other one will be pretty much a fivestar deluxe tab.
Aban · Access Capital
partialin Mumbai if our two big boxes are in Hawaii and Sahar... Sahar has seen some supply of late of about a thousand rooms... we have still managed to grow our market share at Sahar by 3 percentage point. October wasn't necessarily very strong but overall we have done still we have still done well
Prashant Bani · LR Capital
directwe were anyway running three hotels individually named and we want to build more we should again have individual names it didn't make sense to do that I thought there was value to be created by stringing them together with a common name
Prashant Bani · LR Capital
directwhen we bought over Duke's retreat it was operating at roughly around 70% occupancy with an average room rate of 8,000 with 80 rooms. Today we have close to 14 almost 147 rooms ready. We are operating at 14,000. our occupancies will build up to similar occupancies despite 80% expansion in capacity
Prashant Bani · LR Capital
evasiveit's not about incremental or massive expansion or bitter margin. I'm saying today he can maintain a bitter margin and absolutely bitter contribution and grow the revenue at the market pace... it's not necessarily the biggest thing that we have going.
