Top Tweets for #MachTravel

2 days ago

#SME #Mach #MachTravel #MachTravelSolutions Mach Travel Solutions H1 FY27 Concall Highlights: 👉H1 FY27 & Future Outlook : ▫️H1 FY27 consolidated revenue ₹348.86 Cr, +259.4% YoY from ₹97.08 Cr; highest-ever first-half revenue since 2004 and above entire FY26 revenue 💠EBITDA (incl. other income) ₹23.62 Cr vs ₹11.34 Cr (+108.3%); margin 6.71% vs 11.49% 💠PAT ₹15.42 Cr vs ₹7.82 Cr (+97.2%); margin 4.38% vs 7.93%; basic EPS ₹7.32 vs ₹3.70 💠GMV ₹784.54 Cr (₹252 Cr in Q1 and ₹532.54 Cr in Q2); disclosed since Q1 FY27 ▫️Q2 FY27 revenue ₹204.53 Cr, +174.7% YoY from ₹74.46 Cr and +41.7% QoQ from ₹144.33 Cr 💠EBITDA ₹14.39 Cr vs ₹9.67 Cr (+48.8% YoY), +56% QoQ from ₹9.23 Cr; margin 7.00% vs 12.81% YoY and 6.30% in Q1 (~69 bps QoQ) 💠PAT ₹9.26 Cr vs ₹6.30 Cr (+46.9% YoY), +50.2% QoQ from ₹6.16 Cr; margin 4.50% vs 8.35% YoY and 4.21% in Q1 💠Basic EPS ₹4.40 vs ₹2.97 ▫️FY27 revenue target revised upwards to more than 2.5x FY26 revenue 💠Pipeline and order book described as very strong; order book not quantified 💠FY27 growth termed exceptional ▫️Growth beyond FY27: ~25% YoY targeted 💠MICE to remain the largest revenue generator for years 💠Mix across verticals in coming years not predicted ▫️Margins: PAT margin lower as the company is aggressively acquiring customers and businesses after the revamp about six months ago 💠Absolute PAT has risen; PAT margin expected to improve gradually as the structure settles 💠Employee cost ₹10.45 Cr in Q2 vs ₹3.36 Cr; ₹19.36 Cr in H1 vs ₹6.38 Cr 💠Other admin expenses ₹4.36 Cr in H1 vs ₹2.33 Cr 💠Team scaled from 70-90 people over the last three years, when revenue was ₹220-230 Cr a year, to 350 now 💠First-six-month PAT equals last year's full-year PAT 💠Existing offices can seat ~1,000 people; Noida office (13,000 sq ft) fits 250-275 vs ~110 now; all seven offices hold 90+ each, so costs stay similar as the team ramps up 👉Order book / projects and pipeline: ▫️Management guided for FY27 revenue above 2.5x FY26 and ~25% growth thereafter ▫️Revenue mix for the ~₹350 Cr in H1: 💠MICE ~60-65% 💠Government and institutional ~15-20% 💠Corporate travel ~10% 💠Leisure (incl. visa) and B2B make up the rest; leisure ~5-7% and B2B ~3-4%, as B2B books only commissions on a large volume business 💠Exact bifurcation not available ▫️Corporate travel: 💠Dedicated vertical launched April 2026; 140+ clients onboarded for ticketing and the self-booking tool (SBT) as of 30 Sep 2026, from 100+ in Q1 and zero on 31 March 💠Spans automotive, engineering, pharma, financial services, technology, healthcare, education, FMCG, infrastructure, media and manufacturing 💠Long-term enterprise agreements; covers booking, approval, ticketing, invoicing and reporting with dedicated account management 💠Cross-sell route into MICE, hotels and leisure for the same clients and their employees 💠One MICE client of 8-9 years has now signed for corporate ticketing and the SBT, with a limit created ▫️Government and institutional projects: 💠Recognised by Ministry of Tourism (NIDHI) as an Experienced MICE Tour Operator; supports participation in tenders 💠Empaneled by Madhya Pradesh State Tourism Development Corporation under the Mukhyamantri Teerth Yatra Scheme after 15 October; ~10,000 pilgrims 💠Also empaneled with IRCTC and a Karnataka government undertaking; applications submitted in Bihar and Uttar Pradesh; discussions on with Bihar and UP governments 💠Other wins include international and domestic trips; one group trip to NASA, USA taken with 80% advance 💠Margins better than other players because of buying power from volumes; little cross-selling in this vertical 💠Government work takes time to qualify on technical bids, unlike corporate where large business can come quickly ▫️Inbound travel: 💠First three inbound groups from France, Belgium and the USA, 71 international travellers 💠Plans to attend fairs such as Dubai and WTM London 💠Small dedicated team; growth expected to show in the next six months ▫️B2C platform (https://t.co/4tHCMBS1nH and Mach Travel app): 💠Open for public beta from 31 August 2026; covers flights, hotels, holidays, MICE, cruises and visa 💠Employees, friends and family testing and reporting glitches; no commercial launch date given 💠New partnerships under way with airlines, consolidators and hotels ▫️Technology: corporate SBT and the B2C OTA platform are the two main initiatives; operational software also in use ▫️Offices: Noida, New Delhi, Mumbai, Kolkata, Bengaluru, Bhubaneswar and Ahmedabad; 2 more offices upcoming 👉Q&A : ▫️Finance cost: 💠Q2 ₹1.28 Cr vs ₹0.21 Cr; H1 ₹1.84 Cr vs ₹0.39 Cr 💠Higher turnover raised the need for funds; no fund raise planned now 💠May raise funds after migration to the main board, which is about 9-10 months away ▫️Margin concern raised by analyst (EBITDA margin ~11.5% to ~6.7%): 💠Management said building a customer base takes priority and the added customers will lift margins over time 💠A doubling of PAT on a pro-rata basis was mentioned but no commitment made ▫️Government payment cycle: 💠Yatra programme running since April; some payment delays but management comfortable with the cycle and focused on recovery ▫️MICE business continues with its team undisturbed; focus remains on MICE alongside the new verticals 👉 Others : ▫️Balance sheet at 30 Sep 2026: 💠Shareholders' fund ₹137.48 Cr (equity capital ₹21.04 Cr; reserves ₹114.77 Cr; minority interest ₹1.67 Cr) 💠Borrowings: long-term ₹3.92 Cr and short-term ₹3.87 Cr 💠Trade receivables ₹109.88 Cr vs ₹49.03 Cr at 31 Mar; trade payables ₹55.36 Cr vs ₹23.41 Cr 💠Cash and bank ₹32.89 Cr; short-term loans and advances ₹52.88 Cr ▫️Industry: 💠India MICE market USD 37.75 Bn in 2025, projected at USD 66.91 Bn by 2030 (12.13% CAGR); India ~5.7% of global MICE, ambition of 10% 💠India corporate travel market USD 10.4 Bn in FY24, projected at USD 20.8 Bn by FY30 💠India online travel market USD 23.34 Bn in 2025, projected at USD 38.58 Bn by 2031 ▫️Next investor call in January or first week of February

sachprat07's tweet photo. #SME #Mach #MachTravel #MachTravelSolutions

Mach Travel Solutions H1 FY27 Concall Highlights:

👉H1 FY27 & Future Outlook :
▫️H1 FY27 consolidated revenue ₹348.86 Cr, +259.4% YoY from ₹97.08 Cr; highest-ever first-half revenue since 2004 and above entire FY26 revenue
💠EBITDA (incl. other income) ₹23.62 Cr vs ₹11.34 Cr (+108.3%); margin 6.71% vs 11.49%
💠PAT ₹15.42 Cr vs ₹7.82 Cr (+97.2%); margin 4.38% vs 7.93%; basic EPS ₹7.32 vs ₹3.70
💠GMV ₹784.54 Cr (₹252 Cr in Q1 and ₹532.54 Cr in Q2); disclosed since Q1 FY27

▫️Q2 FY27 revenue ₹204.53 Cr, +174.7% YoY from ₹74.46 Cr and +41.7% QoQ from ₹144.33 Cr
💠EBITDA ₹14.39 Cr vs ₹9.67 Cr (+48.8% YoY), +56% QoQ from ₹9.23 Cr; margin 7.00% vs 12.81% YoY and 6.30% in Q1 (~69 bps QoQ)
💠PAT ₹9.26 Cr vs ₹6.30 Cr (+46.9% YoY), +50.2% QoQ from ₹6.16 Cr; margin 4.50% vs 8.35% YoY and 4.21% in Q1
💠Basic EPS ₹4.40 vs ₹2.97

▫️FY27 revenue target revised upwards to more than 2.5x FY26 revenue
💠Pipeline and order book described as very strong; order book not quantified
💠FY27 growth termed exceptional

▫️Growth beyond FY27: ~25% YoY targeted
💠MICE to remain the largest revenue generator for years
💠Mix across verticals in coming years not predicted

▫️Margins: PAT margin lower as the company is aggressively acquiring customers and businesses after the revamp about six months ago
💠Absolute PAT has risen; PAT margin expected to improve gradually as the structure settles
💠Employee cost ₹10.45 Cr in Q2 vs ₹3.36 Cr; ₹19.36 Cr in H1 vs ₹6.38 Cr
💠Other admin expenses ₹4.36 Cr in H1 vs ₹2.33 Cr
💠Team scaled from 70-90 people over the last three years, when revenue was ₹220-230 Cr a year, to 350 now
💠First-six-month PAT equals last year's full-year PAT
💠Existing offices can seat ~1,000 people; Noida office (13,000 sq ft) fits 250-275 vs ~110 now; all seven offices hold 90+ each, so costs stay similar as the team ramps up

👉Order book / projects and pipeline:
▫️Management guided for FY27 revenue above 2.5x FY26 and ~25% growth thereafter

▫️Revenue mix for the ~₹350 Cr in H1:
💠MICE ~60-65%
💠Government and institutional ~15-20%
💠Corporate travel ~10%
💠Leisure (incl. visa) and B2B make up the rest; leisure ~5-7% and B2B ~3-4%, as B2B books only commissions on a large volume business
💠Exact bifurcation not available

▫️Corporate travel:
💠Dedicated vertical launched April 2026; 140+ clients onboarded for ticketing and the self-booking tool (SBT) as of 30 Sep 2026, from 100+ in Q1 and zero on 31 March
💠Spans automotive, engineering, pharma, financial services, technology, healthcare, education, FMCG, infrastructure, media and manufacturing
💠Long-term enterprise agreements; covers booking, approval, ticketing, invoicing and reporting with dedicated account management
💠Cross-sell route into MICE, hotels and leisure for the same clients and their employees
💠One MICE client of 8-9 years has now signed for corporate ticketing and the SBT, with a limit created

▫️Government and institutional projects:
💠Recognised by Ministry of Tourism (NIDHI) as an Experienced MICE Tour Operator; supports participation in tenders
💠Empaneled by Madhya Pradesh State Tourism Development Corporation under the Mukhyamantri Teerth Yatra Scheme after 15 October; ~10,000 pilgrims
💠Also empaneled with IRCTC and a Karnataka government undertaking; applications submitted in Bihar and Uttar Pradesh; discussions on with Bihar and UP governments
💠Other wins include international and domestic trips; one group trip to NASA, USA taken with 80% advance
💠Margins better than other players because of buying power from volumes; little cross-selling in this vertical
💠Government work takes time to qualify on technical bids, unlike corporate where large business can come quickly

▫️Inbound travel:
💠First three inbound groups from France, Belgium and the USA, 71 international travellers
💠Plans to attend fairs such as Dubai and WTM London
💠Small dedicated team; growth expected to show in the next six months

▫️B2C platform (https://t.co/4tHCMBS1nH and Mach Travel app):
💠Open for public beta from 31 August 2026; covers flights, hotels, holidays, MICE, cruises and visa
💠Employees, friends and family testing and reporting glitches; no commercial launch date given
💠New partnerships under way with airlines, consolidators and hotels

▫️Technology: corporate SBT and the B2C OTA platform are the two main initiatives; operational software also in use

▫️Offices: Noida, New Delhi, Mumbai, Kolkata, Bengaluru, Bhubaneswar and Ahmedabad; 2 more offices upcoming

👉Q&A :
▫️Finance cost:
💠Q2 ₹1.28 Cr vs ₹0.21 Cr; H1 ₹1.84 Cr vs ₹0.39 Cr
💠Higher turnover raised the need for funds; no fund raise planned now
💠May raise funds after migration to the main board, which is about 9-10 months away

▫️Margin concern raised by analyst (EBITDA margin ~11.5% to ~6.7%):
💠Management said building a customer base takes priority and the added customers will lift margins over time
💠A doubling of PAT on a pro-rata basis was mentioned but no commitment made

▫️Government payment cycle:
💠Yatra programme running since April; some payment delays but management comfortable with the cycle and focused on recovery

▫️MICE business continues with its team undisturbed; focus remains on MICE alongside the new verticals

👉 Others :
▫️Balance sheet at 30 Sep 2026:
💠Shareholders' fund ₹137.48 Cr (equity capital ₹21.04 Cr; reserves ₹114.77 Cr; minority interest ₹1.67 Cr)
💠Borrowings: long-term ₹3.92 Cr and short-term ₹3.87 Cr
💠Trade receivables ₹109.88 Cr vs ₹49.03 Cr at 31 Mar; trade payables ₹55.36 Cr vs ₹23.41 Cr
💠Cash and bank ₹32.89 Cr; short-term loans and advances ₹52.88 Cr

▫️Industry:
💠India MICE market USD 37.75 Bn in 2025, projected at USD 66.91 Bn by 2030 (12.13% CAGR); India ~5.7% of global MICE, ambition of 10%
💠India corporate travel market USD 10.4 Bn in FY24, projected at USD 20.8 Bn by FY30
💠India online travel market USD 23.34 Bn in 2025, projected at USD 38.58 Bn by 2031

▫️Next investor call in January or first week of February

STR

@sachprat07

3 months ago

#SME #MachTravel #MACHLTD #MachTravelSolutions Mach Travel Solutions Ltd Q1 FY27 Concall Highlights: 👉 FY27 & Future Outlook: ▫️ Confident of achieving revenue of ~₹500+ Cr in FY27 💠 Current pace of growth expected to be sustained through the balance of FY27, providing a strong base for subsequent years 💠 Focus shifting to scaling each business vertical (Corporate Travel, B2B, Leisure, Government & Institutional), deepening technology integration, expanding customer base, and increasing cross-selling across the MACH ecosystem 💠 Transformation from predominantly MICE-focused to technology-enabled travel solutions platform now translating into diversified, more resilient revenue profile 💠 Operating leverage expected to improve helping buying power to increase, and negotiating strength to improve mark-ups (no firm timeline given for return to prior ~10% EBITDA levels) 👉 Current Projects and Future Pipeline: ▫️ Punjab Yatra (Punjab Government): ~₹92 Cr contract covering ~1.85 lakh yatris (≈1,100 people travelling daily + similar numbers returning/at destination; total handling ~3,300–3,500 people/day); started March/April 2026, expected to run till November; payment cycle ~15 days from travel 💠 ~1.15 lakh people already travelled; contract could scale higher ▫️ Oceania-region MICE programs completed in Q1: ~₹32 Cr covering ≈950–1,000 delegates ▫️ IRCTC empanelment (A-listed vendor, one of only 4–5): Opportunities in trains, customised tours, holiday packages, F&B/housekeeping/security/local excursions (e.g., Buddhist circuit) 💠Recent assignment ~₹0.75–1 Cr; empanelment ~2 years (extendable) ▫️ Corporate Travel: 100+ corporate clients onboarded (as of 1 Aug 2026) via Self-Booking Tool (SBT) 💠Recurring/year-round demand; multi-level approvals, auto-ticketing, credit-period billing (typically 1–15th payable ~20th; 16–30th payable early next month) 💠Opens cross-sell to employee personal travel ▫️ Broader pipeline: Visibility across MICE, Corporate Travel, B2B distribution, Leisure, and Government/Institutional; additional government discussions ongoing (no similar large yatra confirmed yet); B2C OTA platform (https://t.co/LImTArzOWy) in development ▫️ Geographic expansion: 7 operational offices (Noida, New Delhi, Mumbai, Kolkata, Bengaluru, Bhubaneswar, Ahmedabad) + 2 upcoming; pan-India vendor network + global reach 👉 Other Notable Points: ▫️ Q1 FY27 Margin compression YoY reflects investments in talent, technology, offices and new verticals; sequential improvement visible as scale builds ▫️ Approximate Q1 revenue mix (management estimate): ~₹100 Cr from core MICE; balance from Corporate Travel (~10–15%), Punjab Yatra (~15%) and other new verticals ▫️ Working capital: Currently debt-free (~₹3 Cr debt); IPO proceeds utilised; growth has created temporary WC pressure — considering bank OD facility; board to be updated if availed ▫️ Business model: MICE remains high-touch core; new verticals add recurring revenue, technology efficiency (SBT for corporate), broader customer base and cross-sell (flights, hotels, visas, insurance, leisure, rail/ground, MICE) ▫️ Platform progress: Corporate Self-Booking Tool live (end-to-end: search → book → approve → auto-ticket → invoice → MIS) 💠B2C mobile-first OTA under development (Flights, Hotels, Leisure, MICE enquiry) ▫️ Other: 200+ employees; 20+ years pedigree; BSE-listed (MACHLTD); voluntary quarterly reporting commenced for greater transparency

STR

@sachprat07

7 months ago

👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 https://t.co/Sto1a1qHIQ 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME

sachprat07's tweet photo. 👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.

👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.

———

👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :

💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils

👉Across Different Sectors. One common place.

🔗 https://t.co/Sto1a1qHIQ

👉Stay tuned for more insights
———

⚠️ For educational purposes only. Not investment advice. Please DYODD.

#SMEGems #SMEPlatform #HiddenChampions #SME

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@stockmarket8058

4 months ago

5 . Mach Travel Solutions Ltd 🔖 🚀Change In Promoters Holding ~ 2.03 % Sep 2025~ 70.90%🔥 Mar 2026 ~ 72.93% 🔥 #machtravel #multibagger2026 #stock #niftyit

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