Vijay Kedia’s Portfolio Hotel Stock In Focus As Company Expands Its Footprint with the Launch of ‘Club Mahindra Bharatpur’ in Rajasthan

The shares of the company have a PE of 80x and an ROE of 25 per cent.

Club Mahindra, the flagship brand of Mahindra Holidays & Resorts India Limited, has announced the launch of its latest property, Club Mahindra Bharatpur, in Rajasthan. This launch further enhances Club Mahindra's portfolio in the region, offering members an exceptional getaway that blends Bharatpur’s rich cultural heritage with the resort's peaceful and scenic surroundings. Located at the periphery of the Keoladeo National Park, a UNESCO World Heritage site and one of India’s most famous bird sanctuaries, the resort offers guests the unique opportunity to experience an exceptional blend of wildlife and heritage, making it a must-visit for nature enthusiasts and birdwatchers alike.

Spread across 10 acres, the resort features 59 elegantly designed rooms including Hotel Units and Studio categories that blend traditional heritage charm with exquisite décor. Guests can savour local and multicuisine delights at the resort’s restaurant, which offers local regional, and international cuisine. The resort also boasts a spa, a gym, and a swimming pool for fitness and leisure. The resort provides exclusive banqueting options for special occasions, featuring a sprawling lawn that can accommodate up to 500 guests, offering privacy and elegance for unforgettable events

Club Mahindra Bharatpur's highlight is its proximity to the renowned Keoladeo National Park, one of India’s most famous bird sanctuaries. Home to over 370 bird species, the park makes the resort a haven for nature lovers and birdwatchers. Seeing peacocks roaming freely around the resort adds to the unique, serene experience for guests.

Beyond the resort, Bharatpur offers many cultural and historical attractions. Visitors can explore the prominent Lohagarh Fort, famed for its invincibility, or admire the grandeur of the Bharatpur Palace and Museum, which beautifully showcases a blend of Mughal and Rajput architecture. Additionally, guests can take day trips to nearby Fatehpur Sikri and the iconic Taj Mahal, further enhancing the cultural experience. The resort is conveniently located, with Bharatpur Railway Station just 5.9 km away and Agra Airport only 52.6 km from the property, making it easily accessible year-round.

About the Company

Mahindra Holidays & Resorts India Limited (MHRIL), part of the Mahindra Group's leisure and hospitality sector, is a leading vacation ownership company in India. Founded in 1996, the Club Mahindra brand is the largest vacation ownership company outside the US and boasts over 2,50,000 members. They offer family vacation memberships with different tiers catering to various age groups: Club Mahindra targets those 30 and over, Bliss is a points-based system designed for the 50+ age group, and GoZest offers a three-year points membership aimed at younger individuals under 30.

The company reported stellar Quarterly Results (Q1FY25). According to standalone quarterly results, the net sales increased by 7.1 per cent to Rs 350.97 crore and net profit increased by 19.3 per cent to Rs 45.20 crore in Q1FY25 compared to Q1FY24. According to consolidated quarterly results, the net sales increased by 6.3 per cent to Rs 652.86 crore and net profit increased by 763.2 per cent to Rs 6.68 crore in Q1FY25 compared to Q1FY24. In its annual results, the net sales increased by 7.5 per cent to Rs 2,704.60 crore and net profit increased by 3.15 per cent to Rs 116.63 crore in FY24 compared to FY23.

An ace investor, Vijay Kedia bought 20,25,000 shares or a 1 per cent stake in the company. The company has a market cap of over Rs 7,600 crore and has a good return on equity (ROE) track record: 3 Years ROE 30.8 per cent. The shares of the company have a PE of 80x and an ROE of 25 per cent.

On Friday, shares of Mahindra Holidays & Resorts India Limited gained 0.12 per cent to Rs 383.85 from its previous closing of Rs 382.40. The stock’s 52-week high is Rs 504.35 and its 52-week low is Rs 348. Investors should keep an eye on this small-cap stock.

Disclaimer: The article is for informational purposes only and not investment advice.