View ValuationThomas Cook (India) 将来の成長Future 基準チェック /26Thomas Cook (India)利益と収益がそれぞれ年間18.1%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.9% 17.5%なると予測されています。主要情報18.1%収益成長率17.51%EPS成長率Hospitality 収益成長37.3%収益成長率8.0%将来の株主資本利益率10.85%アナリストカバレッジLow最終更新日11 Jun 2026今後の成長に関する最新情報分析記事 • May 15Thomas Cook (India) Limited Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that Thomas Cook (India) Limited ( NSE:THOMASCOOK ) filed its annual result this time...Price Target Changed • Apr 22Price target decreased by 17% to ₹226Down from ₹272, the current price target is an average from 2 analysts. New target price is 53% above last closing price of ₹147. Stock is down 29% over the past year. The company posted earnings per share of ₹5.57 last year.分析記事 • Feb 07Thomas Cook (India) Limited (NSE:THOMASCOOK) Just Reported, And Analysts Assigned A ₹257 Price TargetShareholders might have noticed that Thomas Cook (India) Limited ( NSE:THOMASCOOK ) filed its quarterly result this...Price Target Changed • May 28Price target increased by 16% to ₹283Up from ₹243, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₹206. Stock is up 221% over the past year. The company is forecast to post earnings per share of ₹7.05 for next year compared to ₹5.57 last year.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹113, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 28x in the Hospitality industry in India. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹71.85 per share.分析記事 • May 25There May Be Some Bright Spots In Thomas Cook (India)'s (NSE:THOMASCOOK) EarningsSoft earnings didn't appear to concern Thomas Cook (India) Limited's ( NSE:THOMASCOOK ) shareholders over the last...Declared Dividend • May 15Dividend increased to ₹0.50Dividend of ₹0.50 is 11% higher than last year. Ex-date: 27th August 2026 Payment date: 10th October 2026 Dividend yield will be 0.5%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 2 years, which should provide support to the dividend and adequate earnings cover.分析記事 • May 15Thomas Cook (India) Limited Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that Thomas Cook (India) Limited ( NSE:THOMASCOOK ) filed its annual result this time...お知らせ • May 14Thomas Cook (India) Limited announces Annual dividend, payable on October 10, 2026Thomas Cook (India) Limited announced Annual dividend of INR 0.5000 per share payable on October 10, 2026, ex-date on August 27, 2026 and record date on August 27, 2026.お知らせ • May 13Thomas Cook (India) Limited, Annual General Meeting, Sep 10, 2026Thomas Cook (India) Limited, Annual General Meeting, Sep 10, 2026.Reported Earnings • May 13Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹4.70 (down from ₹5.46 in FY 2025). Revenue: ₹85.6b (up 5.1% from FY 2025). Net income: ₹2.19b (down 14% from FY 2025). Profit margin: 2.6% (down from 3.1% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29Thomas Cook (India) Limited to Report Fiscal Year 2026 Results on May 12, 2026Thomas Cook (India) Limited announced that they will report fiscal year 2026 results on May 12, 2026Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹103, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 29x in the Hospitality industry in India. Total returns to shareholders of 84% over the past three years.Reported Earnings • Feb 06Third quarter 2026 earnings released: EPS: ₹1.35 (vs ₹1.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.35. Revenue: ₹21.9b (up 6.1% from 3Q 2025). Net income: ₹417.0m (down 16% from 3Q 2025). Profit margin: 1.9% (down from 2.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India.分析記事 • Jan 21We Think Thomas Cook (India) (NSE:THOMASCOOK) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jan 16Thomas Cook (India) Limited to Report Q3, 2026 Results on Feb 05, 2026Thomas Cook (India) Limited announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Nov 23We Think You Can Look Beyond Thomas Cook (India)'s (NSE:THOMASCOOK) Lackluster EarningsThe market for Thomas Cook (India) Limited's ( NSE:THOMASCOOK ) shares didn't move much after it posted weak earnings...Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: ₹1.42 (vs ₹1.39 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.42 (up from ₹1.39 in 2Q 2025). Revenue: ₹21.1b (up 5.4% from 2Q 2025). Net income: ₹664.4m (up 2.4% from 2Q 2025). Profit margin: 3.1% (down from 3.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04Thomas Cook (India) Limited to Report Q2, 2026 Results on Nov 12, 2025Thomas Cook (India) Limited announced that they will report Q2, 2026 results on Nov 12, 2025お知らせ • Sep 18Thomas Cook (India) Limited Announces Resignation of Madhavan Menon as Non-Executive Chairman and as A Director, Effective September 17, 2025Thomas Cook (India) Limited announced that Mr. Madhavan Menon has tendered his resignation as the Non-Executive Chairman and as a Director of the Company with effect from close of business hours on September 17, 2025. Mr. Menon has expressed his desire to move on from the organization and pursue other interests as part of his retirement plans.お知らせ • Sep 03Thomas Cook (India) Limited Approves Dividend for the Financial Year Ended March 31, 2025Thomas Cook (India) Limited at its AGM held on September 3, 2025 approved dividend of INR 0.45 per Equity Share of INR 1/- each for the financial year ended March 31, 2025.Upcoming Dividend • Aug 14Upcoming dividend of ₹0.45 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). In line with average of industry peers (0.3%).Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: ₹1.55 (vs ₹1.62 in 1Q 2025)First quarter 2026 results: EPS: ₹1.55 (down from ₹1.62 in 1Q 2025). Revenue: ₹24.5b (up 17% from 1Q 2025). Net income: ₹720.5m (down 4.3% from 1Q 2025). Profit margin: 2.9% (down from 3.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 11Returns On Capital Are Showing Encouraging Signs At Thomas Cook (India) (NSE:THOMASCOOK)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Jul 09Thomas Cook (India) Limited to Report Q1, 2026 Results on Jul 30, 2025Thomas Cook (India) Limited announced that they will report Q1, 2026 results on Jul 30, 2025お知らせ • Jul 02Thomas Cook (India) Limited and SOTC Travel launches `TravSure'Thomas Cook (India) Limited and its group company SOTC Travel, have lpaunched `TravSure'. This first-of-its-kind, safe travel program reiterates Thomas Cook and SOTC's customer-first commitment - and delivers a stress-free journey with comprehensive support and financial protection. Emergency situations result in significant disruption to travel plans with cascading challenges for customers - including cancellations, charges and rescheduling. Understanding the multiple pain- points during emergency situations, TravSure has been meaningfully designed to provide customers with 24/7 assistance-support via a dedicated representative. Importantly, the program protects travellers from financial burdens by covering costs that arise during such unforeseen events. With traditional travel insurance policies typically excluding war/war-like and force majeure scenarios, Thomas Cook & SOTC's TravSure is a bold industry-first initiative, designed to fill that critical gap and financially safeguard their international group tour customers. The program offers protection against travel emergencies such as flight suspensions, trip curtailments due to war/war-like situations, political unrest, riots, airspace closures, etc. TravSure aims at empowering customers: travel with confidence, knowing that are protected at every step. Key Highlights of TravSure: Free Rescheduling & Refund in emergencies - of unutilized services: Applicable across Thomas Cook India and SOTC Travel's international group holidays. Additional Trip Protection: Covers costs for flight rescheduling due to war & war-like disruptions - for flights booked by Thomas Cook India/SOTC Travel; Hotel stays at the destination/during transit due to unforeseen emergency situations; Coverage limit up to USD 1500 per person for air and land expenses on International group Travel. 24x7 Customer Support: Dedicated resource offering real-time support for emergencies, changes or queries.分析記事 • Jun 18Is Thomas Cook (India) (NSE:THOMASCOOK) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 31Subdued Growth No Barrier To Thomas Cook (India) Limited (NSE:THOMASCOOK) With Shares Advancing 28%Despite an already strong run, Thomas Cook (India) Limited ( NSE:THOMASCOOK ) shares have been powering on, with a gain...分析記事 • May 24We Think You Can Look Beyond Thomas Cook (India)'s (NSE:THOMASCOOK) Lackluster EarningsThe market was pleased with the recent earnings report from Thomas Cook (India) Limited ( NSE:THOMASCOOK ), despite the...Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹167, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 187% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹122 per share.Buy Or Sell Opportunity • May 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to ₹147. The fair value is estimated to be ₹122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.Declared Dividend • May 14Dividend of ₹0.45 announcedShareholders will receive a dividend of ₹0.45. Ex-date: 21st August 2025 Payment date: 3rd October 2025 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 46% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 13+ 1 more updateThomas Cook (India) Limited, Annual General Meeting, Sep 03, 2025Thomas Cook (India) Limited, Annual General Meeting, Sep 03, 2025.お知らせ • May 12Thomas Cook (India) Limited Recommends Cash DividendThomas Cook (India) Limited informed that the Board of Directors of the Company at its meeting held on May 12, 2025, recommendation of dividend of INR 0.45 per Equity Share of INR 1/- each. The payout is subject to the approval of the shareholders at the upcoming Annual General Meeting of the Company.お知らせ • May 10Thomas Cook (India) Limited to Report Q4, 2025 Results on May 12, 2025Thomas Cook (India) Limited announced that they will report Q4, 2025 results on May 12, 2025Price Target Changed • Apr 22Price target decreased by 17% to ₹226Down from ₹272, the current price target is an average from 2 analysts. New target price is 53% above last closing price of ₹147. Stock is down 29% over the past year. The company posted earnings per share of ₹5.57 last year.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹145, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 42x in the Hospitality industry in India. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹252 per share.お知らせ • Apr 10Thomas Cook (India) Limited Announces Cessation of Pravir Kumar Vohra as Independent Director, Effective April 9 , 2025Thomas Cook (India) Limited announced that Mr. Pravir Kumar Vohra (DIN: 00082545), has completed his second term of five consecutive years as an Independent Director of the Company and accordingly ceased to be the Director of the Company effective from the close of business hours of April 9, 2025.New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Mar 04Slammed 26% Thomas Cook (India) Limited (NSE:THOMASCOOK) Screens Well Here But There Might Be A CatchUnfortunately for some shareholders, the Thomas Cook (India) Limited ( NSE:THOMASCOOK ) share price has dived 26% in...分析記事 • Feb 20If EPS Growth Is Important To You, Thomas Cook (India) (NSE:THOMASCOOK) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹138, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 37x in the Hospitality industry in India. Total returns to shareholders of 126% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹272 per share.分析記事 • Feb 07Thomas Cook (India) Limited (NSE:THOMASCOOK) Just Reported, And Analysts Assigned A ₹257 Price TargetShareholders might have noticed that Thomas Cook (India) Limited ( NSE:THOMASCOOK ) filed its quarterly result this...Reported Earnings • Feb 04Third quarter 2025 earnings released: EPS: ₹1.14 (vs ₹1.77 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.14 (down from ₹1.77 in 3Q 2024). Revenue: ₹20.6b (up 8.9% from 3Q 2024). Net income: ₹495.8m (down 40% from 3Q 2024). Profit margin: 2.4% (down from 4.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03Thomas Cook (India) Limited Announces Re-Designation of Madhavan Menon as Non-Executive Chairman of the Board, with Effect from 1 June, 2025Thomas Cook (India) Limited announced re-designation of Mr. Madhavan Menon as Non-Executive Chairman of the Board and the Company with effect from 1 June, 2025. Mr. Madhavan Menon was re-appointed Executive Chairman, in the category of a Whole Time Director, with the title as the "Chairman" of the Company for a fresh term of 5 years commencing from July 5, 2023 to July 4, 2028 as per the Shareholders resolution passed in Annual General Meeting dated August 23, 2023. The Board of Directors in its meeting held on 3rd February, 2025, has re- designated Mr. Madhavan Menon as the Non-Executive Chairman with effect from June 1, 2025, since Mr. Menon has requested for the said transition and his office is not liable to retire by rotation. Mr. Madhavan Menon Joined Thomas Cook (India) Limited in 2000 as the Executive Director Responsible for the Foreign Exchange Business and Stepped Up to the Position of Managing Director in January 2006 While as Chairman & Managing Director in January 2016. Mr. Madhavan Menon Completed His Mba from George Washington University and Undergraduate Degree from American University of Beirut. Madhavan Has A Varied Background, Having Commenced His Career in Banking At Grindlays Bank, Citibank and Emirates Bank and in Birla Sun Life Asset Management Company. Mr. Madhavan Menon Is A Member on the Board of Thomas Cook (India) Limited and Holds Directorships in Various Subsidiaries of the Company and Csb Bank Ltd., Among Others. He Is Also the Chairman of the Fairfax India Charitable Foundation That Focusses on Bringing Down the Cost of Treating Kidney Related Ailments in the Country. During His Tenure, Thomas Cook (India) Limited Has Made Several Acquisitions, Making It Today the Leading Omnichannel Travel Company in the Country and Has Expanded the Global Foot Print of the Group to Cover 21 Countries Across 4 Continents, with Operations in Australia, China, Asean, South Asia, Middle East, Southern Africa, Eastern Africa.お知らせ • Jan 28Thomas Cook (India) Limited to Report Q3, 2025 Results on Feb 03, 2025Thomas Cook (India) Limited announced that they will report Q3, 2025 results on Feb 03, 2025分析記事 • Jan 16Earnings Working Against Thomas Cook (India) Limited's (NSE:THOMASCOOK) Share Price Following 26% DiveThomas Cook (India) Limited ( NSE:THOMASCOOK ) shares have had a horrible month, losing 26% after a relatively good...お知らせ • Jan 08Thomas Cook India and SOTC Travel Pioneer Special Direct Flights to BhutanThomas Cook (India) Limited and its group company, SOTC Travel, announced the launch of special direct flights from Ahmedabad to Bhutan, commencing from April 2025. This pioneering initiative establishes a direct air connection between Gujarat and Bhutan, addressing a significant market gap and reinforcing Thomas Cook and SOTC's position as leaders in driving innovation within India's outbound travel sector. Currently, the travel route requires passengers to take connecting flights via Kolkata or Delhi, which entail layovers and the inconvenience of multiple flights, airport/terminal transfers and several check-ins. The new direct flights will offer a more seamless and convenient travel experience for passengers. Recognising Gujarat's strong appetite for outbound travel, the special direct flights open up opportunities for travellers to explore Bhutan with ease and convenience. The six-night itinerary has been thoughtfully designed incorporating unique Bhutan experiences with authentic Gujarati cuisine. Tour Highlights: Unique experiences: archery, riverside lunch in Punakha, dressing in traditional Bhutanese attire, dinner in Thimphu with a cultural performance, bonfire, light and music show. Gujarati chefs stationed in Bhutan to ensure preparation of authentic Gujarati cuisine including vegetarian/Jain options -- meeting a critical demand for Gujarati travellers. Assistance of experienced Gujarati-speaking tour manager from Ahmedabad, ensuring familiarity and comfort throughout the trip Bhutan known as one of the happiest and greenest countries, is the world's first carbon-negative nation. It offers scenic vistas, iconic monasteries, romantic spots, nature reserves, Himalayan terrain, lush valleys and hot-stone baths, along with a unique culture and warm hospitality. With the direct flights launching at an opportune time, Thomas Cook and SOTC are well-positioned to capitalize on the destination's appeal while driving strategic growth in Gujarat's outbound travel market.分析記事 • Jan 07Thomas Cook (India) (NSE:THOMASCOOK) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 24Are Investors Undervaluing Thomas Cook (India) Limited (NSE:THOMASCOOK) By 21%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Thomas Cook (India) fair value estimate is ₹252 Thomas Cook...Buy Or Sell Opportunity • Dec 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to ₹198. The fair value is estimated to be ₹252, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.分析記事 • Nov 22Shareholders Will Be Pleased With The Quality of Thomas Cook (India)'s (NSE:THOMASCOOK) EarningsThomas Cook (India) Limited ( NSE:THOMASCOOK ) just reported healthy earnings but the stock price didn't move much...Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: ₹1.39 (vs ₹1.01 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.39 (up from ₹1.01 in 2Q 2024). Revenue: ₹20.5b (up 11% from 2Q 2024). Net income: ₹648.9m (up 38% from 2Q 2024). Profit margin: 3.2% (up from 2.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 26Thomas Cook (India) Limited's (NSE:THOMASCOOK) P/E Is On The MarkThere wouldn't be many who think Thomas Cook (India) Limited's ( NSE:THOMASCOOK ) price-to-earnings (or "P/E") ratio of...お知らせ • Oct 24Thomas Cook (India) Limited to Report Q2, 2025 Results on Nov 13, 2024Thomas Cook (India) Limited announced that they will report Q2, 2025 results on Nov 13, 2024お知らせ • Oct 10Thomas Cook (India) Limited Announces the Launch of a Unique Range of Autumn HolidaysThomas Cook (India) Limited launched a unique range of Autumn Holidays to strategically leverage the strong and growing Indian consumer demand for nature and outdoor experiences. With the Companies' data revealing a notable trend towards low/off-season travel, in addition to vibrant fall colours, Thomas Cook & SOTC's Autumn Holidays also serve to drive momentum with added benefits of attractive off-season pricing and fewer crowds at destinations. The pandemic having created a clear shift in demand for nature and outdoor experiences, Autumn/Fall is now emerging as a viable holiday season for Indian consumers. Thomas Cook & SOTC Travel's new portfolio of Autumn holidays hence intends to maximise on this opportunity by offering enchanting journeys as leaves turn into fiery shades of gold, orange and red. Against this picturesque backdrop, the Companies' Autumn Holidays offer fun-engaging experiences to appeal to multi-generational families, couples/groups of friends, Gen S, as well as Young India's millennials and Gen Z. In addition to group escorted tours, Thomas Cook & SOTC offers personalised programs with hiking and e-biking along Alpine autumn trails from Switzerland, Turkey, Georgia to Japan & South Korea; also stargazing while glamping; in unique geodesic eco-pods or a log cabin in Lapland. Adrenaline-fueled experiences include white-water rafting, wakeboarding or exploration on horseback/segway. Unique gastronomy elements include gourmet walks, wild truffle strolls and vineyard tours with accommodation as varied as a chateau, palace or villa in France, Spain, Portugal, Georgia and Italy. Wellness options range from Finland's famed saunas, South Korea's Jjimjilbang/thermal bathhouses, Japan's onsens or a mud bath in Azerbaijan. Closer to home, India's own autumn gems include nature walks/treks amidst the vibrant chinars in Kashmir or a kaleidoscope of colours in Himachal and Uttarakhand, picturesque terrace tea/coffee gardens and stays in plantation bungalows in Darjeeling or Wayanad, to white water rafting in Coorg/Rishikesh and jungle safaris in Karnataka, Madhya Pradesh and more.分析記事 • Oct 08Here's Why We Think Thomas Cook (India) (NSE:THOMASCOOK) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Sep 16Thomas Cook (India) Limited Announces Cessation of Kishori Udeshi as an Independent DirectorThomas Cook (India) Limited announced that Mrs. Kishori Udeshi has completed her second term of five consecutive years as an independent director of the company and accordingly ceased to be the director of the company effective from the close of business hours of September 15, 2024.分析記事 • Sep 13Here's Why Thomas Cook (India) (NSE:THOMASCOOK) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Aug 31+ 1 more updateThomas Cook (India) Limited Appoints Rahul Narain Bhagat as Non - Executive Independent DirectorThomas Cook (India) Limited Approved appointment of Mr. Rahul Narain Bhagat as Non - Executive Independent Director for a term of five consecutive years from July 9, 2024 to July 8, 2029 (both days inclusive).分析記事 • Aug 29Is There An Opportunity With Thomas Cook (India) Limited's (NSE:THOMASCOOK) 23% Undervaluation?Key Insights The projected fair value for Thomas Cook (India) is ₹302 based on 2 Stage Free Cash Flow to Equity Current...Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹222, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 289% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹161 per share.Upcoming Dividend • Aug 09Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 7.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.4%).Buy Or Sell Opportunity • Aug 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.2% to ₹207. The fair value is estimated to be ₹171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 58% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in a year. Earnings are forecast to grow by 21% in the next year.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₹205, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 251% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹171 per share.Reported Earnings • Aug 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹1.62 (up from ₹1.57 in 1Q 2024). Revenue: ₹21.3b (up 12% from 1Q 2024). Net income: ₹752.9m (up 3.3% from 1Q 2024). Profit margin: 3.5% (down from 3.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 22Thomas Cook (India) Limited to Report Q1, 2025 Results on Jul 31, 2024Thomas Cook (India) Limited announced that they will report Q1, 2025 results on Jul 31, 2024分析記事 • Jul 05Thomas Cook (India) Limited's (NSE:THOMASCOOK) Share Price Boosted 32% But Its Business Prospects Need A Lift TooDespite an already strong run, Thomas Cook (India) Limited ( NSE:THOMASCOOK ) shares have been powering on, with a gain...Recent Insider Transactions • Jul 04President and Country Head of Holidays recently sold ₹3.0m worth of stockOn the 28th of June, D. Kale sold around 13k shares on-market at roughly ₹241 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹5.1m. Insiders have been net sellers, collectively disposing of ₹65m more than they bought in the last 12 months.New Risk • Jun 15New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹20m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Jun 13Compliance Officer & Company Secretary recently sold ₹2.1m worth of stockOn the 7th of June, Amit Parekh sold around 10k shares on-market at roughly ₹212 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹5.1m. Insiders have been net sellers, collectively disposing of ₹48m more than they bought in the last 12 months.分析記事 • Jun 12We Ran A Stock Scan For Earnings Growth And Thomas Cook (India) (NSE:THOMASCOOK) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buy Or Sell Opportunity • Jun 05Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to ₹204. The fair value is estimated to be ₹160, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 65% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Additional Non-Executive & Non-Independent Director Gopal Soundarajan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 29President and Country Head of Holidays recently sold ₹5.1m worth of stockOn the 21st of May, D. Kale sold around 24k shares on-market at roughly ₹210 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹44m more than they bought in the last 12 months.Price Target Changed • May 28Price target increased by 16% to ₹283Up from ₹243, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₹206. Stock is up 221% over the past year. The company is forecast to post earnings per share of ₹7.05 for next year compared to ₹5.57 last year.分析記事 • May 23Thomas Cook (India)'s (NSE:THOMASCOOK) Performance Is Even Better Than Its Earnings SuggestEven though Thomas Cook (India) Limited ( NSE:THOMASCOOK ) posted strong earnings, investors appeared to be...Declared Dividend • May 18Dividend of ₹0.60 announcedShareholders will receive a dividend of ₹0.60. Ex-date: 16th August 2024 Payment date: 29th September 2024 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 18Thomas Cook (India) Limited, Annual General Meeting, Aug 30, 2024Thomas Cook (India) Limited, Annual General Meeting, Aug 30, 2024.お知らせ • May 17+ 1 more updateThomas Cook (India) Limited Recommends Special Dividend for the Fiscal Year 2023-24, Payable on and from 12 September, 2024Thomas Cook (India) Limited recommended special Dividend for the Fiscal Year 2023-24 of INR 0.20 per share due to improved financial performance. Pursuant to Regulation 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Register of Members and Share Transfer Books of the Company will remain closed from 19 August, 2024 to 30 August, 2024, (both days inclusive) for taking record of the Members of the Company for the purpose of payment of dividend for the financial year ended 31 March, 2024. The Dividend on Equity Shares for the year ended 31 March, 2024, as recommended by the Board of Directors and as may be declared at the AGM, will be paid/dispatched on and from 12 September, 2024 to those Shareholders or their mandates: whose names appear as Beneficial Owners as at the end of the business hours on 16 August, 2024, 2024 (record date), in the list of Beneficial Owners to be furnished by National Securities Depository Limited and Central Depository Services (India) Limited, in respect of the shares held in electronic form; and whose names appear as Members in the Register of Members of the Company as at the end of the business hours on 16 August, 2024, in respect of the shares held in physical form.Reported Earnings • May 16Full year 2024 earnings released: EPS: ₹5.57 (vs ₹0.097 in FY 2023)Full year 2024 results: EPS: ₹5.57 (up from ₹0.097 in FY 2023). Revenue: ₹74.4b (up 47% from FY 2023). Net income: ₹2.59b (up ₹2.55b from FY 2023). Profit margin: 3.5% (up from 0.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.分析記事 • May 14Calculating The Intrinsic Value Of Thomas Cook (India) Limited (NSE:THOMASCOOK)Key Insights The projected fair value for Thomas Cook (India) is ₹220 based on 2 Stage Free Cash Flow to Equity Thomas...お知らせ • May 05Thomas Cook (India) Limited to Report Q4, 2024 Results on May 15, 2024Thomas Cook (India) Limited announced that they will report Q4, 2024 results on May 15, 2024分析記事 • Apr 18Thomas Cook (India) Limited's (NSE:THOMASCOOK) Shares Bounce 30% But Its Business Still Trails The IndustryThomas Cook (India) Limited ( NSE:THOMASCOOK ) shareholders would be excited to see that the share price has had a...お知らせ • Apr 05Thomas Cook (India) Limited Launches the EnterpriseFx Card - India's First Eco-Friendly Prepaid Forex Corporate Card, Made Entirely of Recycled MaterialThomas Cook (India) Limited launched EnterpriseFx - a pioneering, environment friendly prepaid forex corporate card. In partnership with Visa & Mastercard, the innovative product has been thoughtfully designed, offering a range of premium benefits to empower business travellers - across India Inc, multinationals and SMEs. This initiative reiterates Thomas Cook's position as India ka Forex Specialist (#IKFS) - highlighting the Company's sustained focus on innovation and elevated customer experience. Aligned with the Company's sustainability goals, Thomas Cook's EnterpriseFx Card features three key elements: 1) made from recycled plastic 2) security feature of a green pin (paperless) 3) Thomas Cook pledge to plant a tree on behalf of the Corporate for every 25th card sold; additionally an e-certification and geo-tagging. The cumulative impact is a saving of approx. 30 kgs carbon emissions per card. So, for 0.1 million EnterpriseFx cards, a significant 3000 tonnes of carbon emission saved which is equivalent to over 1.2 million trees. The Thomas Cook EnterpriseFx Card Advantage: Thomas Cook Edge reward points on spends (on POS transactions) with redemption for Holidays, Flights & Hotels, Free Lounge Access valid on International Airports in India, Complimentary international SIM card, Free ATM Withdrawal, Complimentary Youth Card: 1,50,000+ discounts and offers across 60,000+ Brands in 125+ Countries, Surcharge-free withdrawals at Allpoint ATMs, Comprehensive insurance cover up to INR 750,000.00, Free card replacement, Emergency cash assistance, Earn Krisflyer (Singapore Airlines) Miles on card issuance, Special offers on select McArthurGlen designer shopping outlets in Europet. Thomas Cook India is India's larger non-bank foreign exchange services provider with its prepaid card business witnessing a strong uptick of 1.5x YoY for the twelve-month period ended Dec. 31, 2023.分析記事 • Mar 24We Think Thomas Cook (India) (NSE:THOMASCOOK) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Mar 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to ₹143. The fair value is estimated to be ₹179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 66% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.Recent Insider Transactions • Feb 14President & CFO recently sold ₹7.0m worth of stockOn the 6th of February, Brijesh Modi sold around 40k shares on-market at roughly ₹175 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.7m. This was Brijesh's only on-market trade for the last 12 months.Reported Earnings • Feb 01Third quarter 2024 earnings released: EPS: ₹1.77 (vs ₹0.40 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.77 (up from ₹0.40 in 3Q 2023). Revenue: ₹18.9b (up 23% from 3Q 2023). Net income: ₹823.9m (up 345% from 3Q 2023). Profit margin: 4.4% (up from 1.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹184, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 47x in the Hospitality industry in India. Total returns to shareholders of 317% over the past three years.お知らせ • Jan 24Thomas Cook (India) Limited to Report Q3, 2024 Results on Jan 31, 2024Thomas Cook (India) Limited announced that they will report Q3, 2024 results on Jan 31, 2024Buy Or Sell Opportunity • Jan 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to ₹164. The fair value is estimated to be ₹136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.Recent Insider Transactions • Jan 02Insider recently sold ₹2.4m worth of stockOn the 29th of December, Amit Madhan sold around 18k shares on-market at roughly ₹136 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.7m. Insiders have been net sellers, collectively disposing of ₹29m more than they bought in the last 12 months.分析記事 • Dec 21Is Thomas Cook (India) (NSE:THOMASCOOK) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Recent Insider Transactions • Dec 06President and Country Head of Holidays recently sold ₹8.7m worth of stockOn the 28th of November, D. Kale sold around 54k shares on-market at roughly ₹162 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹30m more than they bought in the last 12 months.Recent Insider Transactions • Nov 24Insider recently sold ₹2.4m worth of stockOn the 15th of November, Aniruddha Chaudhuri sold around 16k shares on-market at roughly ₹154 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹3.7m. Insiders have been net sellers, collectively disposing of ₹29m more than they bought in the last 12 months.Recent Insider Transactions • Nov 11President and Country Head of Holidays recently sold ₹3.7m worth of stockOn the 9th of November, D. Kale sold around 25k shares on-market at roughly ₹149 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months.分析記事 • Nov 09Statutory Profit Doesn't Reflect How Good Thomas Cook (India)'s (NSE:THOMASCOOK) Earnings AreThomas Cook (India) Limited ( NSE:THOMASCOOK ) recently posted some strong earnings, and the market responded...Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹1.01 (vs ₹0.02 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.01 (up from ₹0.02 in 2Q 2023). Revenue: ₹18.7b (up 53% from 2Q 2023). Net income: ₹470.8m (up ₹462.6m from 2Q 2023). Profit margin: 2.5% (up from 0.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 18Thomas Cook (India) Limited to Report Q2, 2024 Results on Nov 01, 2023Thomas Cook (India) Limited announced that they will report Q2, 2024 results on Nov 01, 2023業績と収益の成長予測NSEI:THOMASCOOK - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202898,4963,1374,6815,84223/31/202789,7112,5342,2503,38623/31/202683,9822,1895,1716,430N/A12/31/202586,0192,448N/AN/AN/A9/30/202585,1722,5264,4345,615N/A6/30/202584,4162,511N/AN/AN/A3/31/202581,4512,5436,0037,172N/A12/31/202478,4852,464N/AN/AN/A9/30/202476,8062,7926,9838,021N/A6/30/202475,0632,614N/AN/AN/A3/31/202473,1332,5907,2478,289N/A12/31/202369,4961,933N/AN/AN/A9/30/202365,9281,2958,5919,438N/A6/30/202359,713832N/AN/AN/A3/31/202350,485445,8316,487N/A12/31/202242,744-646N/AN/AN/A9/30/202234,861-1,0631,8202,521N/A6/30/202225,764-1,516N/AN/AN/A3/31/202219,061-2,588-2,008-1,389N/A12/31/202117,244-1,910N/AN/AN/A9/30/202112,127-2,272-3,832-3,608N/A6/30/202110,818-2,433N/AN/AN/A3/31/20217,958-2,541-5,973-5,811N/A12/31/202015,692-2,408N/AN/AN/A9/30/202030,963-1,757-3,607-2,889N/A6/30/202047,147-1,116N/AN/AN/A3/31/202068,656-72411,203N/A12/31/201972,188119N/AN/AN/A9/30/201970,405493N/AN/AN/A6/30/201969,040370N/AN/AN/A3/31/201966,687848N/A2,528N/A12/31/201878,02659,439N/AN/AN/A9/30/201892,77959,479N/AN/AN/A6/30/2018104,54359,722N/AN/AN/A3/31/2018113,15259,680N/A-2,442N/A12/31/2017107,052889N/AN/AN/A9/30/201794,633566N/AN/AN/A6/30/201788,777419N/AN/AN/A3/31/201787,789434N/A2,727N/A12/31/201665,373-47N/AN/AN/A9/30/201659,643-31N/AN/AN/A6/30/201651,930-190N/AN/AN/A3/31/201660,939-779N/A3,832N/A6/30/201531,447771N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: THOMASCOOKの予測収益成長率 (年間18.1% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: THOMASCOOKの収益 ( 18.1% ) はIndian市場 ( 16.1% ) よりも速いペースで成長すると予測されています。高成長収益: THOMASCOOKの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: THOMASCOOKの収益 ( 8% ) Indian市場 ( 10.9% ) よりも低い成長が予測されています。高い収益成長: THOMASCOOKの収益 ( 8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: THOMASCOOKの 自己資本利益率 は、3年後には低くなると予測されています ( 10.9 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/26 05:19終値2026/06/25 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Thomas Cook (India) Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Akhil Parekh360 ONE Capital Market Private Limitednull null360 ONE Capital Market Private LimitedPankaj KaduAxis Capital Limited4 その他のアナリストを表示
分析記事 • May 15Thomas Cook (India) Limited Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that Thomas Cook (India) Limited ( NSE:THOMASCOOK ) filed its annual result this time...
Price Target Changed • Apr 22Price target decreased by 17% to ₹226Down from ₹272, the current price target is an average from 2 analysts. New target price is 53% above last closing price of ₹147. Stock is down 29% over the past year. The company posted earnings per share of ₹5.57 last year.
分析記事 • Feb 07Thomas Cook (India) Limited (NSE:THOMASCOOK) Just Reported, And Analysts Assigned A ₹257 Price TargetShareholders might have noticed that Thomas Cook (India) Limited ( NSE:THOMASCOOK ) filed its quarterly result this...
Price Target Changed • May 28Price target increased by 16% to ₹283Up from ₹243, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₹206. Stock is up 221% over the past year. The company is forecast to post earnings per share of ₹7.05 for next year compared to ₹5.57 last year.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹113, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 28x in the Hospitality industry in India. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹71.85 per share.
分析記事 • May 25There May Be Some Bright Spots In Thomas Cook (India)'s (NSE:THOMASCOOK) EarningsSoft earnings didn't appear to concern Thomas Cook (India) Limited's ( NSE:THOMASCOOK ) shareholders over the last...
Declared Dividend • May 15Dividend increased to ₹0.50Dividend of ₹0.50 is 11% higher than last year. Ex-date: 27th August 2026 Payment date: 10th October 2026 Dividend yield will be 0.5%, which is higher than the industry average of 0.3%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 15Thomas Cook (India) Limited Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that Thomas Cook (India) Limited ( NSE:THOMASCOOK ) filed its annual result this time...
お知らせ • May 14Thomas Cook (India) Limited announces Annual dividend, payable on October 10, 2026Thomas Cook (India) Limited announced Annual dividend of INR 0.5000 per share payable on October 10, 2026, ex-date on August 27, 2026 and record date on August 27, 2026.
お知らせ • May 13Thomas Cook (India) Limited, Annual General Meeting, Sep 10, 2026Thomas Cook (India) Limited, Annual General Meeting, Sep 10, 2026.
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹4.70 (down from ₹5.46 in FY 2025). Revenue: ₹85.6b (up 5.1% from FY 2025). Net income: ₹2.19b (down 14% from FY 2025). Profit margin: 2.6% (down from 3.1% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29Thomas Cook (India) Limited to Report Fiscal Year 2026 Results on May 12, 2026Thomas Cook (India) Limited announced that they will report fiscal year 2026 results on May 12, 2026
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹103, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 29x in the Hospitality industry in India. Total returns to shareholders of 84% over the past three years.
Reported Earnings • Feb 06Third quarter 2026 earnings released: EPS: ₹1.35 (vs ₹1.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.35. Revenue: ₹21.9b (up 6.1% from 3Q 2025). Net income: ₹417.0m (down 16% from 3Q 2025). Profit margin: 1.9% (down from 2.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India.
分析記事 • Jan 21We Think Thomas Cook (India) (NSE:THOMASCOOK) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jan 16Thomas Cook (India) Limited to Report Q3, 2026 Results on Feb 05, 2026Thomas Cook (India) Limited announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Nov 23We Think You Can Look Beyond Thomas Cook (India)'s (NSE:THOMASCOOK) Lackluster EarningsThe market for Thomas Cook (India) Limited's ( NSE:THOMASCOOK ) shares didn't move much after it posted weak earnings...
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: ₹1.42 (vs ₹1.39 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.42 (up from ₹1.39 in 2Q 2025). Revenue: ₹21.1b (up 5.4% from 2Q 2025). Net income: ₹664.4m (up 2.4% from 2Q 2025). Profit margin: 3.1% (down from 3.2% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04Thomas Cook (India) Limited to Report Q2, 2026 Results on Nov 12, 2025Thomas Cook (India) Limited announced that they will report Q2, 2026 results on Nov 12, 2025
お知らせ • Sep 18Thomas Cook (India) Limited Announces Resignation of Madhavan Menon as Non-Executive Chairman and as A Director, Effective September 17, 2025Thomas Cook (India) Limited announced that Mr. Madhavan Menon has tendered his resignation as the Non-Executive Chairman and as a Director of the Company with effect from close of business hours on September 17, 2025. Mr. Menon has expressed his desire to move on from the organization and pursue other interests as part of his retirement plans.
お知らせ • Sep 03Thomas Cook (India) Limited Approves Dividend for the Financial Year Ended March 31, 2025Thomas Cook (India) Limited at its AGM held on September 3, 2025 approved dividend of INR 0.45 per Equity Share of INR 1/- each for the financial year ended March 31, 2025.
Upcoming Dividend • Aug 14Upcoming dividend of ₹0.45 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). In line with average of industry peers (0.3%).
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: ₹1.55 (vs ₹1.62 in 1Q 2025)First quarter 2026 results: EPS: ₹1.55 (down from ₹1.62 in 1Q 2025). Revenue: ₹24.5b (up 17% from 1Q 2025). Net income: ₹720.5m (down 4.3% from 1Q 2025). Profit margin: 2.9% (down from 3.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 11Returns On Capital Are Showing Encouraging Signs At Thomas Cook (India) (NSE:THOMASCOOK)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Jul 09Thomas Cook (India) Limited to Report Q1, 2026 Results on Jul 30, 2025Thomas Cook (India) Limited announced that they will report Q1, 2026 results on Jul 30, 2025
お知らせ • Jul 02Thomas Cook (India) Limited and SOTC Travel launches `TravSure'Thomas Cook (India) Limited and its group company SOTC Travel, have lpaunched `TravSure'. This first-of-its-kind, safe travel program reiterates Thomas Cook and SOTC's customer-first commitment - and delivers a stress-free journey with comprehensive support and financial protection. Emergency situations result in significant disruption to travel plans with cascading challenges for customers - including cancellations, charges and rescheduling. Understanding the multiple pain- points during emergency situations, TravSure has been meaningfully designed to provide customers with 24/7 assistance-support via a dedicated representative. Importantly, the program protects travellers from financial burdens by covering costs that arise during such unforeseen events. With traditional travel insurance policies typically excluding war/war-like and force majeure scenarios, Thomas Cook & SOTC's TravSure is a bold industry-first initiative, designed to fill that critical gap and financially safeguard their international group tour customers. The program offers protection against travel emergencies such as flight suspensions, trip curtailments due to war/war-like situations, political unrest, riots, airspace closures, etc. TravSure aims at empowering customers: travel with confidence, knowing that are protected at every step. Key Highlights of TravSure: Free Rescheduling & Refund in emergencies - of unutilized services: Applicable across Thomas Cook India and SOTC Travel's international group holidays. Additional Trip Protection: Covers costs for flight rescheduling due to war & war-like disruptions - for flights booked by Thomas Cook India/SOTC Travel; Hotel stays at the destination/during transit due to unforeseen emergency situations; Coverage limit up to USD 1500 per person for air and land expenses on International group Travel. 24x7 Customer Support: Dedicated resource offering real-time support for emergencies, changes or queries.
分析記事 • Jun 18Is Thomas Cook (India) (NSE:THOMASCOOK) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 31Subdued Growth No Barrier To Thomas Cook (India) Limited (NSE:THOMASCOOK) With Shares Advancing 28%Despite an already strong run, Thomas Cook (India) Limited ( NSE:THOMASCOOK ) shares have been powering on, with a gain...
分析記事 • May 24We Think You Can Look Beyond Thomas Cook (India)'s (NSE:THOMASCOOK) Lackluster EarningsThe market was pleased with the recent earnings report from Thomas Cook (India) Limited ( NSE:THOMASCOOK ), despite the...
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹167, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 187% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹122 per share.
Buy Or Sell Opportunity • May 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to ₹147. The fair value is estimated to be ₹122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
Declared Dividend • May 14Dividend of ₹0.45 announcedShareholders will receive a dividend of ₹0.45. Ex-date: 21st August 2025 Payment date: 3rd October 2025 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 46% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 13+ 1 more updateThomas Cook (India) Limited, Annual General Meeting, Sep 03, 2025Thomas Cook (India) Limited, Annual General Meeting, Sep 03, 2025.
お知らせ • May 12Thomas Cook (India) Limited Recommends Cash DividendThomas Cook (India) Limited informed that the Board of Directors of the Company at its meeting held on May 12, 2025, recommendation of dividend of INR 0.45 per Equity Share of INR 1/- each. The payout is subject to the approval of the shareholders at the upcoming Annual General Meeting of the Company.
お知らせ • May 10Thomas Cook (India) Limited to Report Q4, 2025 Results on May 12, 2025Thomas Cook (India) Limited announced that they will report Q4, 2025 results on May 12, 2025
Price Target Changed • Apr 22Price target decreased by 17% to ₹226Down from ₹272, the current price target is an average from 2 analysts. New target price is 53% above last closing price of ₹147. Stock is down 29% over the past year. The company posted earnings per share of ₹5.57 last year.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹145, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 42x in the Hospitality industry in India. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹252 per share.
お知らせ • Apr 10Thomas Cook (India) Limited Announces Cessation of Pravir Kumar Vohra as Independent Director, Effective April 9 , 2025Thomas Cook (India) Limited announced that Mr. Pravir Kumar Vohra (DIN: 00082545), has completed his second term of five consecutive years as an Independent Director of the Company and accordingly ceased to be the Director of the Company effective from the close of business hours of April 9, 2025.
New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Mar 04Slammed 26% Thomas Cook (India) Limited (NSE:THOMASCOOK) Screens Well Here But There Might Be A CatchUnfortunately for some shareholders, the Thomas Cook (India) Limited ( NSE:THOMASCOOK ) share price has dived 26% in...
分析記事 • Feb 20If EPS Growth Is Important To You, Thomas Cook (India) (NSE:THOMASCOOK) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹138, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 37x in the Hospitality industry in India. Total returns to shareholders of 126% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹272 per share.
分析記事 • Feb 07Thomas Cook (India) Limited (NSE:THOMASCOOK) Just Reported, And Analysts Assigned A ₹257 Price TargetShareholders might have noticed that Thomas Cook (India) Limited ( NSE:THOMASCOOK ) filed its quarterly result this...
Reported Earnings • Feb 04Third quarter 2025 earnings released: EPS: ₹1.14 (vs ₹1.77 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.14 (down from ₹1.77 in 3Q 2024). Revenue: ₹20.6b (up 8.9% from 3Q 2024). Net income: ₹495.8m (down 40% from 3Q 2024). Profit margin: 2.4% (down from 4.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03Thomas Cook (India) Limited Announces Re-Designation of Madhavan Menon as Non-Executive Chairman of the Board, with Effect from 1 June, 2025Thomas Cook (India) Limited announced re-designation of Mr. Madhavan Menon as Non-Executive Chairman of the Board and the Company with effect from 1 June, 2025. Mr. Madhavan Menon was re-appointed Executive Chairman, in the category of a Whole Time Director, with the title as the "Chairman" of the Company for a fresh term of 5 years commencing from July 5, 2023 to July 4, 2028 as per the Shareholders resolution passed in Annual General Meeting dated August 23, 2023. The Board of Directors in its meeting held on 3rd February, 2025, has re- designated Mr. Madhavan Menon as the Non-Executive Chairman with effect from June 1, 2025, since Mr. Menon has requested for the said transition and his office is not liable to retire by rotation. Mr. Madhavan Menon Joined Thomas Cook (India) Limited in 2000 as the Executive Director Responsible for the Foreign Exchange Business and Stepped Up to the Position of Managing Director in January 2006 While as Chairman & Managing Director in January 2016. Mr. Madhavan Menon Completed His Mba from George Washington University and Undergraduate Degree from American University of Beirut. Madhavan Has A Varied Background, Having Commenced His Career in Banking At Grindlays Bank, Citibank and Emirates Bank and in Birla Sun Life Asset Management Company. Mr. Madhavan Menon Is A Member on the Board of Thomas Cook (India) Limited and Holds Directorships in Various Subsidiaries of the Company and Csb Bank Ltd., Among Others. He Is Also the Chairman of the Fairfax India Charitable Foundation That Focusses on Bringing Down the Cost of Treating Kidney Related Ailments in the Country. During His Tenure, Thomas Cook (India) Limited Has Made Several Acquisitions, Making It Today the Leading Omnichannel Travel Company in the Country and Has Expanded the Global Foot Print of the Group to Cover 21 Countries Across 4 Continents, with Operations in Australia, China, Asean, South Asia, Middle East, Southern Africa, Eastern Africa.
お知らせ • Jan 28Thomas Cook (India) Limited to Report Q3, 2025 Results on Feb 03, 2025Thomas Cook (India) Limited announced that they will report Q3, 2025 results on Feb 03, 2025
分析記事 • Jan 16Earnings Working Against Thomas Cook (India) Limited's (NSE:THOMASCOOK) Share Price Following 26% DiveThomas Cook (India) Limited ( NSE:THOMASCOOK ) shares have had a horrible month, losing 26% after a relatively good...
お知らせ • Jan 08Thomas Cook India and SOTC Travel Pioneer Special Direct Flights to BhutanThomas Cook (India) Limited and its group company, SOTC Travel, announced the launch of special direct flights from Ahmedabad to Bhutan, commencing from April 2025. This pioneering initiative establishes a direct air connection between Gujarat and Bhutan, addressing a significant market gap and reinforcing Thomas Cook and SOTC's position as leaders in driving innovation within India's outbound travel sector. Currently, the travel route requires passengers to take connecting flights via Kolkata or Delhi, which entail layovers and the inconvenience of multiple flights, airport/terminal transfers and several check-ins. The new direct flights will offer a more seamless and convenient travel experience for passengers. Recognising Gujarat's strong appetite for outbound travel, the special direct flights open up opportunities for travellers to explore Bhutan with ease and convenience. The six-night itinerary has been thoughtfully designed incorporating unique Bhutan experiences with authentic Gujarati cuisine. Tour Highlights: Unique experiences: archery, riverside lunch in Punakha, dressing in traditional Bhutanese attire, dinner in Thimphu with a cultural performance, bonfire, light and music show. Gujarati chefs stationed in Bhutan to ensure preparation of authentic Gujarati cuisine including vegetarian/Jain options -- meeting a critical demand for Gujarati travellers. Assistance of experienced Gujarati-speaking tour manager from Ahmedabad, ensuring familiarity and comfort throughout the trip Bhutan known as one of the happiest and greenest countries, is the world's first carbon-negative nation. It offers scenic vistas, iconic monasteries, romantic spots, nature reserves, Himalayan terrain, lush valleys and hot-stone baths, along with a unique culture and warm hospitality. With the direct flights launching at an opportune time, Thomas Cook and SOTC are well-positioned to capitalize on the destination's appeal while driving strategic growth in Gujarat's outbound travel market.
分析記事 • Jan 07Thomas Cook (India) (NSE:THOMASCOOK) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 24Are Investors Undervaluing Thomas Cook (India) Limited (NSE:THOMASCOOK) By 21%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Thomas Cook (India) fair value estimate is ₹252 Thomas Cook...
Buy Or Sell Opportunity • Dec 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to ₹198. The fair value is estimated to be ₹252, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
分析記事 • Nov 22Shareholders Will Be Pleased With The Quality of Thomas Cook (India)'s (NSE:THOMASCOOK) EarningsThomas Cook (India) Limited ( NSE:THOMASCOOK ) just reported healthy earnings but the stock price didn't move much...
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: ₹1.39 (vs ₹1.01 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.39 (up from ₹1.01 in 2Q 2024). Revenue: ₹20.5b (up 11% from 2Q 2024). Net income: ₹648.9m (up 38% from 2Q 2024). Profit margin: 3.2% (up from 2.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 26Thomas Cook (India) Limited's (NSE:THOMASCOOK) P/E Is On The MarkThere wouldn't be many who think Thomas Cook (India) Limited's ( NSE:THOMASCOOK ) price-to-earnings (or "P/E") ratio of...
お知らせ • Oct 24Thomas Cook (India) Limited to Report Q2, 2025 Results on Nov 13, 2024Thomas Cook (India) Limited announced that they will report Q2, 2025 results on Nov 13, 2024
お知らせ • Oct 10Thomas Cook (India) Limited Announces the Launch of a Unique Range of Autumn HolidaysThomas Cook (India) Limited launched a unique range of Autumn Holidays to strategically leverage the strong and growing Indian consumer demand for nature and outdoor experiences. With the Companies' data revealing a notable trend towards low/off-season travel, in addition to vibrant fall colours, Thomas Cook & SOTC's Autumn Holidays also serve to drive momentum with added benefits of attractive off-season pricing and fewer crowds at destinations. The pandemic having created a clear shift in demand for nature and outdoor experiences, Autumn/Fall is now emerging as a viable holiday season for Indian consumers. Thomas Cook & SOTC Travel's new portfolio of Autumn holidays hence intends to maximise on this opportunity by offering enchanting journeys as leaves turn into fiery shades of gold, orange and red. Against this picturesque backdrop, the Companies' Autumn Holidays offer fun-engaging experiences to appeal to multi-generational families, couples/groups of friends, Gen S, as well as Young India's millennials and Gen Z. In addition to group escorted tours, Thomas Cook & SOTC offers personalised programs with hiking and e-biking along Alpine autumn trails from Switzerland, Turkey, Georgia to Japan & South Korea; also stargazing while glamping; in unique geodesic eco-pods or a log cabin in Lapland. Adrenaline-fueled experiences include white-water rafting, wakeboarding or exploration on horseback/segway. Unique gastronomy elements include gourmet walks, wild truffle strolls and vineyard tours with accommodation as varied as a chateau, palace or villa in France, Spain, Portugal, Georgia and Italy. Wellness options range from Finland's famed saunas, South Korea's Jjimjilbang/thermal bathhouses, Japan's onsens or a mud bath in Azerbaijan. Closer to home, India's own autumn gems include nature walks/treks amidst the vibrant chinars in Kashmir or a kaleidoscope of colours in Himachal and Uttarakhand, picturesque terrace tea/coffee gardens and stays in plantation bungalows in Darjeeling or Wayanad, to white water rafting in Coorg/Rishikesh and jungle safaris in Karnataka, Madhya Pradesh and more.
分析記事 • Oct 08Here's Why We Think Thomas Cook (India) (NSE:THOMASCOOK) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Sep 16Thomas Cook (India) Limited Announces Cessation of Kishori Udeshi as an Independent DirectorThomas Cook (India) Limited announced that Mrs. Kishori Udeshi has completed her second term of five consecutive years as an independent director of the company and accordingly ceased to be the director of the company effective from the close of business hours of September 15, 2024.
分析記事 • Sep 13Here's Why Thomas Cook (India) (NSE:THOMASCOOK) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Aug 31+ 1 more updateThomas Cook (India) Limited Appoints Rahul Narain Bhagat as Non - Executive Independent DirectorThomas Cook (India) Limited Approved appointment of Mr. Rahul Narain Bhagat as Non - Executive Independent Director for a term of five consecutive years from July 9, 2024 to July 8, 2029 (both days inclusive).
分析記事 • Aug 29Is There An Opportunity With Thomas Cook (India) Limited's (NSE:THOMASCOOK) 23% Undervaluation?Key Insights The projected fair value for Thomas Cook (India) is ₹302 based on 2 Stage Free Cash Flow to Equity Current...
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹222, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 289% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹161 per share.
Upcoming Dividend • Aug 09Upcoming dividend of ₹0.60 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 7.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.4%).
Buy Or Sell Opportunity • Aug 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.2% to ₹207. The fair value is estimated to be ₹171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 58% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in a year. Earnings are forecast to grow by 21% in the next year.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₹205, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 44x in the Hospitality industry in India. Total returns to shareholders of 251% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹171 per share.
Reported Earnings • Aug 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹1.62 (up from ₹1.57 in 1Q 2024). Revenue: ₹21.3b (up 12% from 1Q 2024). Net income: ₹752.9m (up 3.3% from 1Q 2024). Profit margin: 3.5% (down from 3.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 22Thomas Cook (India) Limited to Report Q1, 2025 Results on Jul 31, 2024Thomas Cook (India) Limited announced that they will report Q1, 2025 results on Jul 31, 2024
分析記事 • Jul 05Thomas Cook (India) Limited's (NSE:THOMASCOOK) Share Price Boosted 32% But Its Business Prospects Need A Lift TooDespite an already strong run, Thomas Cook (India) Limited ( NSE:THOMASCOOK ) shares have been powering on, with a gain...
Recent Insider Transactions • Jul 04President and Country Head of Holidays recently sold ₹3.0m worth of stockOn the 28th of June, D. Kale sold around 13k shares on-market at roughly ₹241 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹5.1m. Insiders have been net sellers, collectively disposing of ₹65m more than they bought in the last 12 months.
New Risk • Jun 15New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹20m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Jun 13Compliance Officer & Company Secretary recently sold ₹2.1m worth of stockOn the 7th of June, Amit Parekh sold around 10k shares on-market at roughly ₹212 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹5.1m. Insiders have been net sellers, collectively disposing of ₹48m more than they bought in the last 12 months.
分析記事 • Jun 12We Ran A Stock Scan For Earnings Growth And Thomas Cook (India) (NSE:THOMASCOOK) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buy Or Sell Opportunity • Jun 05Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to ₹204. The fair value is estimated to be ₹160, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 65% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Additional Non-Executive & Non-Independent Director Gopal Soundarajan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 29President and Country Head of Holidays recently sold ₹5.1m worth of stockOn the 21st of May, D. Kale sold around 24k shares on-market at roughly ₹210 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹44m more than they bought in the last 12 months.
Price Target Changed • May 28Price target increased by 16% to ₹283Up from ₹243, the current price target is an average from 2 analysts. New target price is 37% above last closing price of ₹206. Stock is up 221% over the past year. The company is forecast to post earnings per share of ₹7.05 for next year compared to ₹5.57 last year.
分析記事 • May 23Thomas Cook (India)'s (NSE:THOMASCOOK) Performance Is Even Better Than Its Earnings SuggestEven though Thomas Cook (India) Limited ( NSE:THOMASCOOK ) posted strong earnings, investors appeared to be...
Declared Dividend • May 18Dividend of ₹0.60 announcedShareholders will receive a dividend of ₹0.60. Ex-date: 16th August 2024 Payment date: 29th September 2024 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 18Thomas Cook (India) Limited, Annual General Meeting, Aug 30, 2024Thomas Cook (India) Limited, Annual General Meeting, Aug 30, 2024.
お知らせ • May 17+ 1 more updateThomas Cook (India) Limited Recommends Special Dividend for the Fiscal Year 2023-24, Payable on and from 12 September, 2024Thomas Cook (India) Limited recommended special Dividend for the Fiscal Year 2023-24 of INR 0.20 per share due to improved financial performance. Pursuant to Regulation 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Register of Members and Share Transfer Books of the Company will remain closed from 19 August, 2024 to 30 August, 2024, (both days inclusive) for taking record of the Members of the Company for the purpose of payment of dividend for the financial year ended 31 March, 2024. The Dividend on Equity Shares for the year ended 31 March, 2024, as recommended by the Board of Directors and as may be declared at the AGM, will be paid/dispatched on and from 12 September, 2024 to those Shareholders or their mandates: whose names appear as Beneficial Owners as at the end of the business hours on 16 August, 2024, 2024 (record date), in the list of Beneficial Owners to be furnished by National Securities Depository Limited and Central Depository Services (India) Limited, in respect of the shares held in electronic form; and whose names appear as Members in the Register of Members of the Company as at the end of the business hours on 16 August, 2024, in respect of the shares held in physical form.
Reported Earnings • May 16Full year 2024 earnings released: EPS: ₹5.57 (vs ₹0.097 in FY 2023)Full year 2024 results: EPS: ₹5.57 (up from ₹0.097 in FY 2023). Revenue: ₹74.4b (up 47% from FY 2023). Net income: ₹2.59b (up ₹2.55b from FY 2023). Profit margin: 3.5% (up from 0.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.
分析記事 • May 14Calculating The Intrinsic Value Of Thomas Cook (India) Limited (NSE:THOMASCOOK)Key Insights The projected fair value for Thomas Cook (India) is ₹220 based on 2 Stage Free Cash Flow to Equity Thomas...
お知らせ • May 05Thomas Cook (India) Limited to Report Q4, 2024 Results on May 15, 2024Thomas Cook (India) Limited announced that they will report Q4, 2024 results on May 15, 2024
分析記事 • Apr 18Thomas Cook (India) Limited's (NSE:THOMASCOOK) Shares Bounce 30% But Its Business Still Trails The IndustryThomas Cook (India) Limited ( NSE:THOMASCOOK ) shareholders would be excited to see that the share price has had a...
お知らせ • Apr 05Thomas Cook (India) Limited Launches the EnterpriseFx Card - India's First Eco-Friendly Prepaid Forex Corporate Card, Made Entirely of Recycled MaterialThomas Cook (India) Limited launched EnterpriseFx - a pioneering, environment friendly prepaid forex corporate card. In partnership with Visa & Mastercard, the innovative product has been thoughtfully designed, offering a range of premium benefits to empower business travellers - across India Inc, multinationals and SMEs. This initiative reiterates Thomas Cook's position as India ka Forex Specialist (#IKFS) - highlighting the Company's sustained focus on innovation and elevated customer experience. Aligned with the Company's sustainability goals, Thomas Cook's EnterpriseFx Card features three key elements: 1) made from recycled plastic 2) security feature of a green pin (paperless) 3) Thomas Cook pledge to plant a tree on behalf of the Corporate for every 25th card sold; additionally an e-certification and geo-tagging. The cumulative impact is a saving of approx. 30 kgs carbon emissions per card. So, for 0.1 million EnterpriseFx cards, a significant 3000 tonnes of carbon emission saved which is equivalent to over 1.2 million trees. The Thomas Cook EnterpriseFx Card Advantage: Thomas Cook Edge reward points on spends (on POS transactions) with redemption for Holidays, Flights & Hotels, Free Lounge Access valid on International Airports in India, Complimentary international SIM card, Free ATM Withdrawal, Complimentary Youth Card: 1,50,000+ discounts and offers across 60,000+ Brands in 125+ Countries, Surcharge-free withdrawals at Allpoint ATMs, Comprehensive insurance cover up to INR 750,000.00, Free card replacement, Emergency cash assistance, Earn Krisflyer (Singapore Airlines) Miles on card issuance, Special offers on select McArthurGlen designer shopping outlets in Europet. Thomas Cook India is India's larger non-bank foreign exchange services provider with its prepaid card business witnessing a strong uptick of 1.5x YoY for the twelve-month period ended Dec. 31, 2023.
分析記事 • Mar 24We Think Thomas Cook (India) (NSE:THOMASCOOK) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Mar 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to ₹143. The fair value is estimated to be ₹179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 66% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
Recent Insider Transactions • Feb 14President & CFO recently sold ₹7.0m worth of stockOn the 6th of February, Brijesh Modi sold around 40k shares on-market at roughly ₹175 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.7m. This was Brijesh's only on-market trade for the last 12 months.
Reported Earnings • Feb 01Third quarter 2024 earnings released: EPS: ₹1.77 (vs ₹0.40 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.77 (up from ₹0.40 in 3Q 2023). Revenue: ₹18.9b (up 23% from 3Q 2023). Net income: ₹823.9m (up 345% from 3Q 2023). Profit margin: 4.4% (up from 1.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹184, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 47x in the Hospitality industry in India. Total returns to shareholders of 317% over the past three years.
お知らせ • Jan 24Thomas Cook (India) Limited to Report Q3, 2024 Results on Jan 31, 2024Thomas Cook (India) Limited announced that they will report Q3, 2024 results on Jan 31, 2024
Buy Or Sell Opportunity • Jan 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to ₹164. The fair value is estimated to be ₹136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
Recent Insider Transactions • Jan 02Insider recently sold ₹2.4m worth of stockOn the 29th of December, Amit Madhan sold around 18k shares on-market at roughly ₹136 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹8.7m. Insiders have been net sellers, collectively disposing of ₹29m more than they bought in the last 12 months.
分析記事 • Dec 21Is Thomas Cook (India) (NSE:THOMASCOOK) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Recent Insider Transactions • Dec 06President and Country Head of Holidays recently sold ₹8.7m worth of stockOn the 28th of November, D. Kale sold around 54k shares on-market at roughly ₹162 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹30m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 24Insider recently sold ₹2.4m worth of stockOn the 15th of November, Aniruddha Chaudhuri sold around 16k shares on-market at roughly ₹154 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹3.7m. Insiders have been net sellers, collectively disposing of ₹29m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 11President and Country Head of Holidays recently sold ₹3.7m worth of stockOn the 9th of November, D. Kale sold around 25k shares on-market at roughly ₹149 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months.
分析記事 • Nov 09Statutory Profit Doesn't Reflect How Good Thomas Cook (India)'s (NSE:THOMASCOOK) Earnings AreThomas Cook (India) Limited ( NSE:THOMASCOOK ) recently posted some strong earnings, and the market responded...
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹1.01 (vs ₹0.02 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.01 (up from ₹0.02 in 2Q 2023). Revenue: ₹18.7b (up 53% from 2Q 2023). Net income: ₹470.8m (up ₹462.6m from 2Q 2023). Profit margin: 2.5% (up from 0.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in India. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 18Thomas Cook (India) Limited to Report Q2, 2024 Results on Nov 01, 2023Thomas Cook (India) Limited announced that they will report Q2, 2024 results on Nov 01, 2023