Share Review - TAJ GVK

For 3Q FY 2012, TAJ GVK reported a decline of 5.8% y o y in its net sales to Rs.66 cr.
EBITDA declined by 32.7% y o y to Rs.19 cr and EBITDA margin declined by 11.29%
y o y to 28.2%, largely due to launch of its new property at Begumpet, where all
pre-operating expenses were accounted for in the P&L. Consequently, PAT
declined by 52.8% y o y to Rs.6 cr, while margin declined by 9.19% y o y to 9.2%.

 We will be coming out with a detailed report post management interaction. We
continue to maintain our Buy rating on the stock with a target price of Rs.121.

Share Review by Angel Broking
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