Media, Education, Travel Q2 Earnings Preview - Unlock Theme At Play In Multiplex, Travel: Prabhudas Lilladher
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Prabhudas Lilladher Report
Operating environment is showing signs of improvement for discretionary segments like multiplexes and tourism amid pick up in vaccination drive and declining Covid-19 cases.
As Maharashtra is set to re-open from October 22, there has been a flurry of big budget announcements which bodes well for PVR Ltd. and Inox Leisure Ltd.
Within travel and tourism, IRCTC Ltd. will stand to benefit from ticketing delta arising from conversion of certain coaches into the reserved category.
On the other hand, VIP Industries Ltd. is expected to continue with its recovery momentum witnessed in Q1 FY22 as lockdown restrictions have eased further.
As far as education sector is concerned, gradual re-opening of schools bodes well for both Navneet Education Ltd. and S Chand and Company Ltd.
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