Topic: International Travel House Posted: 23/Sep/2006 at 4:12pm
International Travel House is a company promoted by ITC. It provides services ranging from Corporate Travel, Conf management, Car Rental etc. Citibank, Infosys, Siemens are its clients. With a market cap of below 200 crore, this company looks very promising.
Please give your comments about this company.
Also please if any of you have experienced their service, please share your experience as well.
Joined: 09/May/2008
Location: India
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Posts: 543
Posted: 14/Oct/2008 at 3:35pm
Another mispriced bet at CMP. One of the largest player in the CAR rental space with 500+ cars with a depreciation policy in 4 years. Generally average age of cars is much higher. (Close to 7-8 years) so ROCE to jump in years to come
BV = ~77
PE = ~5x
Debt = Negligible
EV/EBITDA = 3x
Div yield of over 4%
P/Cash EPS = 3x
6 year sales CAGR = close to 18%
It should grow in upwards of 15% for some years to come.
-------------------------------------
Remember a 5x PE stock growing at 15% with an exit multiple of 10x gives you an IRR of 32%! and thats without taking div into consideration.
Joined: 09/May/2008
Location: India
Online Status: Offline
Posts: 543
Posted: 06/Nov/2008 at 3:13pm
Another steady qtr Sales at 20 cr and profits at 3 crs. Infact margins improved a bit. Current market cap is 60 odd crores. Roughly equates to 20% earnings yield!! (earnings/Market cap)
Joined: 09/May/2008
Location: India
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Posts: 543
Posted: 06/May/2009 at 11:51am
Another steady year. With EPS of Rs 10/-(down 25% from year earlier) and dividend of Rs 3/- Not the best bet under current market conditions but a counter to keep an eye on. I expect an promising future for this company over the longer term.
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