NSEI:AHLWEST

Stock Analysis Report

Executive Summary

Asian Hotels (West) Limited engages in the hotel business in India.


Snowflake Analysis

Solid track record and good value.

Share Price & News

How has Asian Hotels (West)'s share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: AHLWEST has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

-2.5%

AHLWEST

-7.6%

IN Hospitality

-2.9%

IN Market


1 Year Return

-12.4%

AHLWEST

-50.2%

IN Hospitality

-29.3%

IN Market

Return vs Industry: AHLWEST exceeded the Indian Hospitality industry which returned -50.4% over the past year.

Return vs Market: AHLWEST exceeded the Indian Market which returned -29.2% over the past year.


Shareholder returns

AHLWESTIndustryMarket
7 Day-2.5%-7.6%-2.9%
30 Day-9.6%-37.9%-26.5%
90 Day-15.1%-38.9%-28.5%
1 Year-12.0%-12.4%-46.9%-50.2%-27.9%-29.3%
3 Year39.3%37.5%-22.8%-31.2%-15.4%-20.0%
5 Year145.7%139.0%-3.6%-15.8%-3.3%-8.3%

Price Volatility Vs. Market

How volatile is Asian Hotels (West)'s share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Asian Hotels (West) undervalued compared to its fair value and its price relative to the market?

>50%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: AHLWEST (₹306.8) is trading below our estimate of fair value (₹1231.09)

Significantly Below Fair Value: AHLWEST is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: AHLWEST is good value based on its PE Ratio (5.8x) compared to the Hospitality industry average (14.4x).

PE vs Market: AHLWEST is good value based on its PE Ratio (5.8x) compared to the Indian market (9.2x).


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate AHLWEST's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: AHLWEST is overvalued based on its PB Ratio (3.5x) compared to the IN Hospitality industry average (0.7x).


Next Steps

Future Growth

How is Asian Hotels (West) forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?

5.8%

Forecasted annual revenue growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if AHLWEST's forecast earnings growth is above the savings rate (6.5%).

Earnings vs Market: Insufficient data to determine if AHLWEST's earnings are forecast to grow faster than the Indian market

High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: AHLWEST's revenue (5.8% per year) is forecast to grow slower than the Indian market (9.1% per year).

High Growth Revenue: AHLWEST's revenue (5.8% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if AHLWEST's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Asian Hotels (West) performed over the past 5 years?

73.8%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: AHLWEST has high quality earnings.

Growing Profit Margin: AHLWEST's current net profit margins (13.5%) are higher than last year (6.1%).


Past Earnings Growth Analysis

Earnings Trend: AHLWEST has become profitable over the past 5 years, growing earnings by 73.8% per year.

Accelerating Growth: AHLWEST's earnings growth over the past year (142%) exceeds its 5-year average (73.8% per year).

Earnings vs Industry: AHLWEST earnings growth over the past year (142%) exceeded the Hospitality industry 27.3%.


Return on Equity

High ROE: Whilst AHLWEST's Return on Equity (61.36%) is outstanding, this metric is skewed due to their high level of debt.


Next Steps

Financial Health

How is Asian Hotels (West)'s financial position?


Financial Position Analysis

Short Term Liabilities: AHLWEST's short term assets (₹1.2B) exceed its short term liabilities (₹1.1B).

Long Term Liabilities: AHLWEST's short term assets (₹1.2B) do not cover its long term liabilities (₹9.8B).


Debt to Equity History and Analysis

Debt Level: AHLWEST's debt to equity ratio (774.4%) is considered high.

Reducing Debt: AHLWEST's debt to equity ratio has increased from 256.7% to 774.4% over the past 5 years.

Debt Coverage: AHLWEST's debt is well covered by operating cash flow (24.7%).

Interest Coverage: AHLWEST's interest payments on its debt are not well covered by EBIT (1.4x coverage).


Balance Sheet

Inventory Level: AHLWEST has a high level of physical assets or inventory.

Debt Coverage by Assets: AHLWEST's debt is not covered by short term assets (assets are 0.2x debt).


Next Steps

Dividend

What is Asian Hotels (West)'s current dividend yield, its reliability and sustainability?

0.33%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: AHLWEST's dividend (0.33%) isn’t notable compared to the bottom 25% of dividend payers in the Indian market (0.95%).

High Dividend: AHLWEST's dividend (0.33%) is low compared to the top 25% of dividend payers in the Indian market (4.18%).


Stability and Growth of Payments

Stable Dividend: AHLWEST is not paying a notable dividend for the Indian market, therefore no need to check if payments are stable.

Growing Dividend: AHLWEST is not paying a notable dividend for the Indian market, therefore no need to check if payments are increasing.


Current Payout to Shareholders

Dividend Coverage: AHLWEST is not paying a notable dividend for the Indian market.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of AHLWEST's dividend in 3 years as they are not forecast to pay a notable one for the Indian market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

3.5yrs

Average management tenure


CEO

Sushil Gupta (75yo)

no data

Tenure

₹16,618,000

Compensation

Sushil Kumar Gupta served as Managing Director, West of Asian Hotels Limited (the "Company") until February 2010. Mr. Gupta is an Industrialist of repute. He has specific responsibility for the Finance and ...


CEO Compensation Analysis

Compensation vs Market: Sushil's total compensation ($USD220.48K) is above average for companies of similar size in the Indian market ($USD48.50K).

Compensation vs Earnings: Sushil's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Sushil Gupta
Chairman & MDno data₹16.62m7.54% 268.9m
Rakesh Aggarwal
Chief Financial Officerno data₹6.31mno data
Vivek Jain
Compliance Officer & Company Secretary4.33yrs₹3.48mno data
Sudhir Gupta
Executive Whole Time Director12.92yrs₹13.98m1.84% 65.6m
Amit Gupta
Senior Vice President of Finance2.75yrsno datano data
Sandeep Gupta
Executive Whole Time Director12.92yrs₹13.98m5.5% 196.1m
Samir Agarwal
Chief Financial Officer of Aria Hotels and Consultancy Services Private Limited1.33yrsno datano data
Sonale Zagade
Director of Operations5yrsno datano data

3.5yrs

Average Tenure

51yo

Average Age

Experienced Management: AHLWEST's management team is considered experienced (3.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Sushil Gupta
Chairman & MDno data₹16.62m7.54% 268.9m
Sudhir Gupta
Executive Whole Time Director12.92yrs₹13.98m1.84% 65.6m
Sandeep Gupta
Executive Whole Time Director12.92yrs₹13.98m5.5% 196.1m
Lalit Bhasin
Independent Non-Executive Director11.25yrs₹100.00kno data
Surendra Bhandari
Independent Non-Executive Director11.25yrs₹240.00kno data
Raj Bhargava
Independent Non-Executive Director11.25yrs₹300.00kno data
Surinder Kohli
Independent Non Executive Director5.58yrs₹120.00kno data
Meeta Makhan
Independent Non Executive Woman Director5yrs₹120.00kno data
Vinita Gupta
Non-Executive Non Independent Director0.25yrno data3.94% 140.4m

11.3yrs

Average Tenure

71.5yo

Average Age

Experienced Board: AHLWEST's board of directors are seasoned and experienced ( 11.3 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: AHLWEST insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 26.2%.


Top Shareholders

Company Information

Asian Hotels (West) Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Asian Hotels (West) Limited
  • Ticker: AHLWEST
  • Exchange: NSEI
  • Founded: 2007
  • Industry: Hotels, Resorts and Cruise Lines
  • Sector: Consumer Services
  • Market Cap: ₹3.565b
  • Shares outstanding: 11.65m
  • Website: https://www.asianhotelswest.com

Number of Employees


Location

  • Asian Hotels (West) Limited
  • Aria Towers, J.W. Marriott
  • 6th Floor
  • New Delhi
  • Delhi
  • 110037
  • India

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
533221BSE (Mumbai Stock Exchange)YesEquity SharesININRAug 2010
AHLWESTNSEI (National Stock Exchange of India)YesEquity SharesININRAug 2010

Biography

Asian Hotels (West) Limited engages in the hotel business in India. It operates Hotel Hyatt Regency in Mumbai; and JW Marriott Hotel in New Delhi. The company was formerly known as Chillwinds Hotels Limited and changed its name to Asian Hotels (West) Limited in February 2010. Asian Hotels (West) Limited was incorporated in 2007 and is based in New Delhi, India. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/03/28 13:10
End of Day Share Price2020/03/27 00:00
Earnings2019/12/31
Annual Earnings2019/03/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.