Thursday, November 23, 2017

GTL Infra

GTL Infra – A turnaround story
CMP-6.21

 1. Merging of GTL Infra and CNIL will be done soon.
2. Combined revenue will be about 2600cr and EBITDA is about 1300cr.
3. Banks converted the loan into equities at Rs.4 per share of Rs.10FV. CMP is 6.21.
4. Debt is reduced from 13500 (2011 year) to roughly abt 3800cr now.
5. More than 60% of revenue come from Bharti, Idea & Vodafone and JIO (future key players).
6. They are ready for 5G service without any major cash requirement.
7. 27800 towers across 22 telecom circles.
8. It is the lowest debt tower company in India.
9. ET Now best Infrastructure Brand for 2016.
10. Only third-party tower company in the market.
11. Stake sale will from 51% to 76%, will be completed before April 2018.
12. Govt is supportive for telecom, 100% permit for FDI.
13. JIO needs 1Lakh tower additionally as per Ambani.
14. Average data consumption has shot upto 10GB/Month from approx 700MB/Month from 1 year ago.
15. Demand of tower is very high in future.
16. Delivery volumes are HUGE.
17. TRAI is very strict on call drops and charges a big penalty, so more and more towers are required.


http://m.thehindubusinessline.com/info-tech/after-atc-tower-deal-gtl-eyeing-15300cr- valuation/article9962590.ece

https://m.economictimes.com/markets/stocks/news/bain-piramal-aion-among-4-in-race-to-buy-58- stake-in-gtl- infrastructure/articleshow/61678238.cms?utm_expid=.9mgylBgORSGl_UJ6lInckw.0&utm_referrer=h ttps://www.google.co.in/

https://timesofindia.indiatimes.com/business/india-business/lenders-may-push-aircel-to-buy-gtls-2- 5bn-tower-co/articleshow/61679605.cms 

 http://www.business-standard.com/article/news-cm/gtl-infrastructure-reports-standalone-net-loss-of-rs-46-33-crore-in-the-september-2017-quarter-117111500694_1.html

 http://www.thehindubusinessline.com/info-tech/gtl-infrastructure-to-refinance-rs-4800cr-debt-in-3-months/article9909836.ece

 This is not an investment advice. Readers should consult their financial advisor before making any investments. Happy & SleepEasy Investing. Disc.: Invested
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14 comments:

  1. Suresh GhantaNovember 23, 2017 at 6:33 PM

    Great Bro... waiting eagerly for the same.. You are awesome

    ReplyDelete
  2. MaheshNovember 24, 2017 at 11:05 AM

    Hello, what is your take on Swadesh Industries?

    ReplyDelete
  3. MaheshNovember 24, 2017 at 11:48 AM

    Also please let me know if West Coast paper mills is a good option.

    ReplyDelete
  4. UnknownNovember 24, 2017 at 12:12 PM

    Waiting for your post

    ReplyDelete
  5. amanbansalNovember 26, 2017 at 7:54 AM

    Whats your view on Dwarikesh Sugar? It has been corrected much

    ReplyDelete
  6. Suresh GhantaDecember 5, 2017 at 10:18 AM

    GTL is at CMP 6.05 what time frame you would give that this might go up?

    ReplyDelete
  7. vipulDecember 21, 2017 at 6:05 PM

    I have 1000 @ 5.9 in how much year it becomes 2-3 times

    ReplyDelete
    Replies
    1. MulticapLaxmiDecember 22, 2017 at 3:47 PM

      I am not a certified advisor, since u are asking me as per my views 12-18 months tops! BUT Please consult your financial advisor before taking this decision.

      Delete
  8. MulticapLaxmiFebruary 28, 2018 at 1:00 PM

    Keep Holding, If your risk profile permits then I would urge to add at these levels!

    This is not an investment advice. Readers should consult their financial advisor before making any investments. Happy & SleepEasy Investing. Disc.: Invested

    ReplyDelete
  9. Clara MellorJuly 5, 2018 at 5:27 PM

    Formal education will make you a living: self-eduction will make you a fortune Equity Tips

    ReplyDelete

Look forward to hear from you all!

Twitter Handle: @MidCap_Laxmi

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