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Thursday, September 24, 2009

PVR Ltd:Future growth outlook and prospects,a great multiplex bet

Scripscan:PVR Ltd
Bse code:532689
Cmp:122

Story:PVR Ltd established its first Multiplex cinema in Saket, Delhi in 1997. The company operates multiplex cinema under the ‘PVR’ brand name. Its cinema circuit consists of 26 cinemas with a total of 108 screens and 27827 seats. PVR enjoyed 18 million patrons for the year ended March 2008. PVR Ltd has ventured into film distribution and production business through its 100% subsidiary, PVR Pictures. PVR Ltd has also entered into retail entertainment landscape through joint venture with Major Cineplex group.PVR Ltd is currently operating with 26 cinemas with 108 screens and 27827 seats.These cinemas are spread over Delhi, Faridabad, Gurgaon, Ludhiana, Ghaziabad, Mumbai, Bangalore, Hyderabad, Lucknow, Indore, Aurangabad, Baroda,
Chandigarh and Latur. PVR is planning to open 171 screens with 42750 screens bythe end of fiscal 2011.Over the past 3-4 years, the industry has witnessed tremendous changes; these changes have positively affected the players in the value chain- producers, distributors and exhibitors. Availability of organized funding, advent of multiplexesand increasing overseas collections has led to improved realizations for the industry.PVR has forayed into film production and distribution business through its subsidiary PVR Pictures. PVR Pictures is expected to deliver 4-6 movies every year either through production or co-production. PVR Pictures has recently raised fund through private equity placement of Rs. 120 crore with ICICI ventures and JP Morgan Mauritius Holdings limited for a 20% stake to each of the investors. PVR Ltd has proven its excellence in site selection for all its projects. Most of its properties are operating in prime locations, with large catchments areas. This helps company to generate consistent flow of revenue. Recent opening of Phoenix mill project in Mumbai with 7 screens will give a jump to its overall occupancy level.PVR have entered into a joint venture through 51 % holding with Major Cineplex group, a Thailand based company to ramp up its presence across the retail entertainment landscape.The joint venture will set up bowling alleys, karaokecenters, ice skating rinks and gaming zones in and around PVR’s multiplexes to offera complete entertainment experience to movie goers.We believe that PVR Ltd is the strongest player among multiplex industry, led by its continuing growth momentum. At current market price of Rs. 122/-, the stock is trading at a P/E of 9.x of FY 11E earnings of Rs. 13.5.One of the best multiplex bets and great buys.

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